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
Q1 		$4.17M Buy
90,940
+69,928
+333% +$4.04M ﹤0.01% 4258
2025
Q4 		$1.56M Sell
21,012
-204,400
-91% -$14.7M ﹤0.01% 5186
2025
Q3 		$16.5M Buy
225,412
+177,312
+369% +$13.5M ﹤0.01% 2776
2025
Q2 		$3.33M Buy
48,100
+44,600
+1,274% +$2.31M ﹤0.01% 4293
2025
Q1 		$158K Sell
3,500
-123,568
-97% -$7.32M ﹤0.01% 6711
2024
Q4 		$7.74M Buy
127,068
+85,280
+204% +$4.74M ﹤0.01% 3347
2024
Q3 		$1.71M Buy
41,788
+31,748
+316% +$1.05M ﹤0.01% 4153
2024
Q2 		$303K Buy
+10,040
New +$322K ﹤0.01% 5388
2024
Q1 		– Sell
-225,900
Closed -$11.1M – 9240
2023
Q4 		$11.1M Hold
225,900
– – ﹤0.01% 2006
2023
Q3 		$4.8M Hold
225,900
– – ﹤0.01% 2608
2023
Q2 		$3.46M Buy
225,900
+13,000
+6% +$172K ﹤0.01% 2962
2023
Q1 		$2.4M Sell
212,900
-436,300
-67% -$5.5M ﹤0.01% 3235
2022
Q4 		$6.28M Buy
649,200
+17,200
+3% +$259K ﹤0.01% 2276
2022
Q3 		$11.9M Buy
632,000
+120,000
+23% +$3.14M 0.01% 1653
2022
Q2 		$9.25M Buy
512,000
+71,700
+16% +$1.95M ﹤0.01% 1874
2022
Q1 		$20.4M Buy
440,300
+265,100
+151% +$13.9M 0.01% 1402
2021
Q4 		$17.6M Buy
+175,200
New +$23.1M 0.01% 1673
2021
Q2 		– Sell
-17,100
Closed -$1.21M – 9342
2021
Q1 		$1.21M Buy
+17,100
New +$1.66M ﹤0.01% 4065

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's AFRM Position: Q1 2026 in Review

UBS Group increased its Affirm (AFRM) stake by 34% in Q1 2026, buying an estimated $34M and bringing the position to 2,302,217 shares worth $105M. The position accounts for 0.02% of the portfolio, ranked #1012.

UBS Group first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $130M in Q3 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • UBS Group held 2,302,217 shares of Affirm worth $105M as of Q1 2026.
  • UBS Group bought 589,375 Affirm shares in Q1 2026, an estimated $34M.
  • Affirm made up 0.02% of UBS Group's portfolio in Q1 2026, its #1012 holding.
  • UBS Group first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • UBS Group's Affirm position peaked at $130M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.