UBS AM
AFRM icon

UBS AM’s Affirm AFRM Stock Holding History

UBS AM’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102M Buy
1,245,563
+181,327
+17% +$11.9M 0.02% 513
2026
Q1 		$48.8M Buy
1,064,236
+14,350
+1% +$829K 0.01% 630
2025
Q4 		$78.1M Buy
1,049,886
+109,755
+12% +$7.9M 0.02% 534
2025
Q3 		$68.7M Sell
940,131
-67,345
-7% -$5.12M 0.01% 544
2025
Q2 		$69.7M Buy
1,007,476
+286,746
+40% +$14.9M 0.01% 611
2025
Q1 		$32.6M Buy
720,730
+56,401
+8% +$3.34M 0.01% 779
2024
Q4 		$40.5M Buy
664,329
+59,300
+10% +$3.3M 0.01% 711
2024
Q3 		$24.7M Sell
605,029
-83,970
-12% -$2.79M 0.01% 869
2024
Q2 		$20.8M Buy
688,999
+353,579
+105% +$11.3M 0.01% 852
2024
Q1 		$12.5M Hold
335,420
– – ﹤0.01% 926
2023
Q4 		$16.5M Sell
335,420
-12,592
-4% -$364K 0.01% 818
2023
Q3 		$7.4M Buy
348,012
+81,072
+30% +$1.48M ﹤0.01% 1058
2023
Q2 		$3.01M Hold
266,940
– – ﹤0.01% 1454
2023
Q1 		$3.01M Sell
266,940
-276,599
-51% -$3.48M ﹤0.01% 1454
2022
Q4 		$5.26M Sell
543,539
-49,590
-8% -$747K ﹤0.01% 1155
2022
Q3 		$11.1M Sell
593,129
-85,829
-13% -$2.25M 0.01% 922
2022
Q2 		$12.3M Buy
678,958
+168,647
+33% +$4.59M 0.01% 889
2022
Q1 		$23.6M Buy
510,311
+203,249
+66% +$10.6M 0.01% 800
2021
Q4 		$30.9M Buy
307,062
+220,194
+253% +$29.1M 0.01% 790
2021
Q3 		$10.3M Sell
86,868
-33,897
-28% -$2.71M ﹤0.01% 1082
2021
Q2 		$8.13M Buy
+120,765
New +$7.7M ﹤0.01% 1190

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UBS AM's AFRM Position: Q2 2026 in Review

UBS AM increased its Affirm (AFRM) stake by 17% in Q2 2026, buying an estimated $11.9M and bringing the position to 1,245,563 shares worth $102M. The position accounts for 0.02% of the portfolio, ranked #513.

UBS AM first reported a position in AFRM in Q2 2021 and has held it in 21 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • UBS AM held 1,245,563 shares of Affirm worth $102M as of Q2 2026.
  • UBS AM bought 181,327 Affirm shares in Q2 2026, an estimated $11.9M.
  • Affirm made up 0.02% of UBS AM's portfolio in Q2 2026, its #513 holding.
  • UBS AM first reported a position in Affirm in Q2 2021 and has held it in 21 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.