Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,610,990
+$3,860,398 QoQ
Shares Held
3,585,843
+31.8% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS Group AG holds $10,270,771,741 across 51 Credit Services names. WU ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,696,659 | $4,356,096,729 | |
| 2 | MA |
Mastercard Inc
|
3,730,940 | $1,916,210,780 | |
| 3 | AXP |
American Express Co
|
4,082,851 | $1,381,024,349 | |
| 4 | COF |
Capital One Financial Corp
|
3,816,146 | $765,595,207 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
35,168,018 | $630,562,561 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,370,432 | $231,895,250 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,511,220 | $204,789,989 | |
| 8 | SYF |
Synchrony Financial
|
1,550,645 | $117,926,550 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,610,990 | 3,585,843 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,750,592 | 2,720,572 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $47,810,796 | 5,135,424 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $39,155,328 | 4,900,542 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,066,919 | 2,145,715 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,653,556 | 2,519,240 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,385,974 | 2,489,243 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,593,040 | 301,177 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,891,466 | 809,449 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,442,537 | 1,819,924 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $773,631 | 64,902 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $988,156 | 74,974 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $459,440 | 39,168 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,985,562 | 805,880 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $16,755,237 | 1,216,793 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $777,964 | 57,627 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $709,559 | 43,082 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,582,074 | 191,146 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,059,470 | 171,495 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,075,035 | 53,167 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,552,587 | 67,592 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,929,558 | 281,004 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,281,471 | 58,408 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,702,762 | 79,457 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,971,137 | 91,172 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,255,937 | 69,274 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||