UBS Group
AFRM icon

UBS Group’s Affirm AFRM Stock Holding History

UBS Group’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 		$205M Buy
2,511,220
+209,003
+9% +$13.7M 0.03% 652
2026
Q1 		$105M Buy
2,302,217
+589,375
+34% +$34M 0.02% 1012
2025
Q4 		$127M Sell
1,712,842
-68,049
-4% -$4.9M 0.02% 840
2025
Q3 		$130M Buy
1,780,891
+377,300
+27% +$28.7M 0.02% 845
2025
Q2 		$97M Sell
1,403,591
-1,014,497
-42% -$52.6M 0.02% 988
2025
Q1 		$109M Buy
2,418,088
+1,482,110
+158% +$87.8M 0.02% 865
2024
Q4 		$57M Sell
935,978
-420,415
-31% -$23.4M 0.01% 1342
2024
Q3 		$55.4M Sell
1,356,393
-1,012,723
-43% -$33.6M 0.01% 1084
2024
Q2 		$71.6M Buy
2,369,116
+200,196
+9% +$6.42M 0.02% 823
2024
Q1 		$80.8M Buy
2,168,920
+2,068,594
+2,062% +$82.6M 0.02% 758
2023
Q4 		$4.93M Buy
100,326
+18,232
+22% +$527K ﹤0.01% 2791
2023
Q3 		$1.75M Sell
82,094
-287
-0.3% -$5.25K ﹤0.01% 3570
2023
Q2 		$1.26M Sell
82,381
-1,247
-1% -$16.5K ﹤0.01% 4009
2023
Q1 		$942K Buy
83,628
+18,270
+28% +$230K ﹤0.01% 4162
2022
Q4 		$632K Sell
65,358
-35,530
-35% -$535K ﹤0.01% 4495
2022
Q3 		$1.89M Sell
100,888
-164,132
-62% -$4.29M ﹤0.01% 3203
2022
Q2 		$4.79M Buy
265,020
+62,578
+31% +$1.7M ﹤0.01% 2417
2022
Q1 		$9.37M Buy
202,442
+126,014
+165% +$6.59M ﹤0.01% 1990
2021
Q4 		$7.68M Sell
76,428
-85,605
-53% -$11.3M ﹤0.01% 2380
2021
Q3 		$19.3M Buy
162,033
+118,436
+272% +$9.46M 0.01% 1522
2021
Q2 		$2.94M Buy
43,597
+10,262
+31% +$655K ﹤0.01% 3202
2021
Q1 		$2.36M Buy
+33,335
New +$3.24M ﹤0.01% 3398

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 Group's AFRM Position: Q2 2026 in Review

UBS Group increased its Affirm (AFRM) stake by 9.1% in Q2 2026, buying an estimated $13.7M and bringing the position to 2,511,220 shares worth $205M. The position accounts for 0.03% of the portfolio, ranked #652.

UBS Group first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • UBS Group held 2,511,220 shares of Affirm worth $205M as of Q2 2026.
  • UBS Group bought 209,003 Affirm shares in Q2 2026, an estimated $13.7M.
  • Affirm made up 0.03% of UBS Group's portfolio in Q2 2026, its #652 holding.
  • UBS Group first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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