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Disclosery

UBS Group AG: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on SOFI, newest first. How the timeline and the estimate are built.

UBS Group AG held 40,093,086 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,093,086 shares
    Change vs previous 13F -1,050,847 shares

    0.06% of the 13F portfolio, value $718,869,032.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 4,925,068 shares
    • UBS Group AG: 35,168,018 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,143,933 shares
    Change vs previous 13F +21,636,302 shares

    0.06% of the 13F portfolio, value $653,365,657.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 4,726,732 shares
    • UBS Group AG: 36,417,201 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,507,631 shares
    Change vs previous 13F +384,801 shares

    0.05% of the 13F portfolio, value $510,709,780.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 4,136,431 shares
    • UBS Group AG: 15,371,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,122,830 shares
    Change vs previous 13F -4,843,979 shares

    0.05% of the 13F portfolio, value $505,225,170.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,637,306 shares
    • UBS Group AG: 15,485,524 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,966,809 shares
    Change vs previous 13F +6,811,744 shares

    0.04% of the 13F portfolio, value $436,435,591.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,613,965 shares
    • UBS Group AG: 20,352,844 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,155,065 shares
    Change vs previous 13F +2,096,713 shares

    0.02% of the 13F portfolio, value $199,513,405.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,725,268 shares
    • UBS Group AG: 14,429,797 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,058,352 shares
    Change vs previous 13F +9,414,875 shares

    0.03% of the 13F portfolio, value $231,898,620.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,519,360 shares
    • UBS Group AG: 12,538,992 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,643,477 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $44,357,730.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,139,142 shares
    • UBS Group AG: 3,504,335 shares

    Acceptance time not in the bulk data set (spec §4.2).