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
Q3 		$1.33M Sell
19,263
-2,640
-12% -$198K ﹤0.01% 5394
2026
Q2 		$1.79M Sell
21,903
-69,037
-76% -$4.51M ﹤0.01% 5206
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% 4066

Other funds holding AFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group's AFRM Position: Q3 2026 in Review

UBS Group increased its Affirm (AFRM) stake by 24% in Q3 2026, buying an estimated $45.9M and bringing the position to 3,122,127 shares worth $216M. The position accounts for 0.03% of the portfolio, ranked #617.

UBS Group first reported a position in AFRM in Q1 2021 and has held it in 23 quarters since. 374 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • UBS Group held 3,122,127 shares of Affirm worth $216M as of Q3 2026.
  • UBS Group bought 610,907 Affirm shares in Q3 2026, an estimated $45.9M.
  • Affirm made up 0.03% of UBS Group's portfolio in Q3 2026, its #617 holding.
  • UBS Group first reported a position in Affirm in Q1 2021 and has held it in 23 quarters since.
  • 374 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.