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UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by UBS Group AG, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
35,168,018
Value
$630.6M
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of SOFI by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,168,018$630.6M0.1%−1,249,183−3.4%ReducedHolders
Q1 202636,417,201$578.3M0.1%+21,046,001+136.9%AddedHolders
Q4 202515,371,200$402.4M0.1%−114,324−0.7%ReducedHolders
Q3 202515,485,524$409.1M0.1%−4,867,320−23.9%ReducedHolders
Q2 202520,352,844$370.6M0.1%+5,923,047+41.0%AddedHolders
Q1 202514,429,797$167.8M<0.1%+1,890,805+15.1%AddedHolders
Q4 202412,538,992$193.1M<0.1%+9,034,657+257.8%AddedHolders
Q3 20243,504,335$27.5M<0.1%−589,957−14.4%ReducedHolders
Q2 20244,094,292$27.1M<0.1%−226,280−5.2%ReducedHolders
Q1 20244,320,572$31.5M<0.1%+3,770,233+685.1%AddedHolders
Q4 2023550,339$5.48M<0.1%−5,840−1.1%ReducedHolders
Q3 2023556,179$4.44M<0.1%−330,616−37.3%ReducedHolders
Q2 2023886,795$7.40M<0.1%−66,584−7.0%ReducedHolders
Q1 2023953,379$5.79M<0.1%−176,123−15.6%ReducedHolders
Q4 20221,129,502$5.21M<0.1%−47,117−4.0%ReducedHolders
Q3 20221,176,619$5.74M<0.1%−105,031−8.2%ReducedHolders
Q2 20221,281,650$6.75M<0.1%+194,882+17.9%AddedHolders
Q1 20221,086,768$10.3M<0.1%+88,542+8.9%AddedHolders
Q4 2021998,226$15.8M<0.1%+568,682+132.4%AddedHolders
Q3 2021429,544$6.82M<0.1%−70,632−14.1%ReducedHolders
Q2 2021500,176$9.59M<0.1%+500,176NewHolders