UBS AM
SOPH icon

UBS AM’s SOPHiA GENETICS SOPH Stock Holding History

UBS AM’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444 Hold
77
– – ﹤0.01% 3664
2026
Q1 		$381 Buy
+77
New +$375 ﹤0.01% 3738
2025
Q2 		– Sell
-7,632,871
Closed -$25.3M – 2712
2025
Q1 		$25.3M Buy
7,632,871
+5,432,871
+247% +$19.1M 0.01% 861
2024
Q4 		$6.75M Sell
2,200,000
-20,322
-0.9% -$69.2K ﹤0.01% 1455
2024
Q3 		$8.1M Sell
2,220,322
-2,025
-0.1% -$8.23K ﹤0.01% 1326
2024
Q2 		$10.2M Buy
+2,222,347
New +$10.8M ﹤0.01% 1126

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

UBS AM's SOPH Position: Q2 2026 in Review

UBS AM held its SOPHiA GENETICS (SOPH) position steady in Q2 2026 at 77 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #3664.

UBS AM first reported a position in SOPH in Q2 2024 and has held it in 6 quarters since. The position peaked at $25.3M in Q1 2025. 72 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • UBS AM held 77 shares of SOPHiA GENETICS worth $444 as of Q2 2026.
  • UBS AM left its SOPHiA GENETICS share count unchanged in Q2 2026.
  • SOPHiA GENETICS made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3664 holding.
  • UBS AM first reported a position in SOPHiA GENETICS in Q2 2024 and has held it in 6 quarters since.
  • UBS AM's SOPHiA GENETICS position peaked at $25.3M in Q1 2025.
  • 72 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

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