UBS AM
SOFI icon

UBS AM’s SoFi Technologies SOFI Stock Holding History

UBS AM’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.3M Buy
4,925,068
+198,336
+4% +$3.36M 0.02% 534
2026
Q1 		$75.1M Buy
4,726,732
+590,301
+14% +$12.4M 0.02% 555
2025
Q4 		$108M Buy
4,136,431
+499,125
+14% +$13.9M 0.02% 477
2025
Q3 		$96.1M Buy
3,637,306
+23,341
+0.6% +$554K 0.02% 485
2025
Q2 		$65.8M Buy
3,613,965
+888,697
+33% +$11.7M 0.01% 623
2025
Q1 		$31.7M Buy
2,725,268
+205,908
+8% +$2.97M 0.01% 787
2024
Q4 		$38.8M Buy
2,519,360
+380,218
+18% +$4.94M 0.01% 726
2024
Q3 		$16.8M Sell
2,139,142
-229,830
-10% -$1.67M ﹤0.01% 1014
2024
Q2 		$15.7M Buy
2,368,972
+1,025,308
+76% +$7.23M ﹤0.01% 962
2024
Q1 		$9.81M Hold
1,343,664
– – ﹤0.01% 1010
2023
Q4 		$13.4M Buy
1,343,664
+20,455
+2% +$163K 0.01% 898
2023
Q3 		$10.6M Buy
1,323,209
+338,891
+34% +$2.98M ﹤0.01% 935
2023
Q2 		$5.97M Hold
984,318
– – ﹤0.01% 1152
2023
Q1 		$5.97M Sell
984,318
-24,430
-2% -$148K ﹤0.01% 1152
2022
Q4 		$4.65M Buy
1,008,748
+69,119
+7% +$343K ﹤0.01% 1197
2022
Q3 		$4.59M Sell
939,629
-39,757
-4% -$252K ﹤0.01% 1225
2022
Q2 		$5.16M Sell
979,386
-138,704
-12% -$937K ﹤0.01% 1199
2022
Q1 		$10.6M Buy
1,118,090
+29,087
+3% +$334K ﹤0.01% 1048
2021
Q4 		$17.2M Buy
+1,089,003
New +$20M 0.01% 940

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

UBS AM's SOFI Position: Q2 2026 in Review

UBS AM increased its SoFi Technologies (SOFI) stake by 4.2% in Q2 2026, buying an estimated $3.36M and bringing the position to 4,925,068 shares worth $88.3M. The position accounts for 0.02% of the portfolio, ranked #534.

UBS AM first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $108M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • UBS AM held 4,925,068 shares of SoFi Technologies worth $88.3M as of Q2 2026.
  • UBS AM bought 198,336 SoFi Technologies shares in Q2 2026, an estimated $3.36M.
  • SoFi Technologies made up 0.02% of UBS AM's portfolio in Q2 2026, its #534 holding.
  • UBS AM first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • UBS AM's SoFi Technologies position peaked at $108M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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