UBS Group
AIFC

UBS Group’s AI Financial Corp AIFC Stock Holding History

UBS Group’s Portfolio AIFC Stock Details AIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.1M Sell
1,891,618
-12,949
-0.7% -$21.1K ﹤0.01% 4928
2025
Q4 		$2.1M Buy
1,904,567
+1,222,690
+179% +$2.35M ﹤0.01% 4938
2025
Q3 		$1.83M Buy
681,877
+645,399
+1,769% +$3.86M ﹤0.01% 5039
2025
Q2 		$264K Buy
36,478
+33,590
+1,163% +$236K ﹤0.01% 6525
2025
Q1 		$11.2K Buy
2,888
+1,691
+141% +$9.35K ﹤0.01% 8564
2024
Q4 		$5.57K Buy
+1,197
New +$3.23K ﹤0.01% 8638
2024
Q3 		– Sell
-4,627
Closed -$10.4K – 10175
2024
Q2 		$10.4K Buy
4,627
+3,899
+536% +$12.5K ﹤0.01% 7693
2024
Q1 		$1.92K Sell
728
-9,563
-93% -$12.4K ﹤0.01% 8021
2023
Q4 		$5.71K Buy
+10,291
New +$4.43K ﹤0.01% 7766
2023
Q3 		– Sell
-397
Closed -$417 – 10050
2023
Q2 		$417 Sell
397
-3,947
-91% -$4.11K ﹤0.01% 8247
2023
Q1 		$4.95K Buy
4,344
+2,380
+121% +$3.55K ﹤0.01% 8111
2022
Q4 		$2.69K Buy
+1,964
New +$3.85K ﹤0.01% 9636
2022
Q3 		– Sell
-3,084
Closed -$8K – 11031
2022
Q2 		$8K Sell
3,084
-793
-20% -$2.17K ﹤0.01% 8368
2022
Q1 		$14K Buy
3,877
+382
+11% +$1.23K ﹤0.01% 7969
2021
Q4 		$14K Buy
+3,495
New +$18.8K ﹤0.01% 8359
2021
Q3 		– Sell
-8,280
Closed -$65K – 10169
2021
Q2 		$65K Buy
8,280
+5,579
+207% +$42.7K ﹤0.01% 6201
2021
Q1 		$23K Sell
2,701
-2,654
-50% -$20.8K ﹤0.01% 7250
2020
Q4 		$26K Buy
+5,355
New +$22.7K ﹤0.01% 6756
2020
Q3 		– Sell
-3,387
Closed -$11K – 8469
2020
Q2 		$11K Buy
3,387
+421
+14% +$1.19K ﹤0.01% 6964
2020
Q1 		$7K Sell
2,966
-1,925
-39% -$6.18K ﹤0.01% 7168
2019
Q4 		$14K Buy
+4,891
New +$13.8K ﹤0.01% 7106
2019
Q3 		– Sell
-3,120
Closed -$14K – 8309
2019
Q2 		$14K Sell
3,120
-845
-21% -$3.61K ﹤0.01% 6861
2019
Q1 		$9K Buy
3,965
+2,294
+137% +$5.44K ﹤0.01% 6895
2018
Q4 		$4K Buy
1,671
+750
+81% +$2.44K ﹤0.01% 7649
2018
Q3 		$4K Buy
+921
New +$3.82K ﹤0.01% 7591
2018
Q2 		– Sell
-658
Closed -$3K – 8310
2018
Q1 		$3K Sell
658
-617
-48% -$3.01K ﹤0.01% 7450
2017
Q4 		$7K Buy
1,275
+1,181
+1,256% +$5.74K ﹤0.01% 7246
2017
Q3 		$0 Sell
94
-613
-87% -$2.97K ﹤0.01% 8047
2017
Q2 		$3K Buy
707
+481
+213% +$2.03K ﹤0.01% 7310
2017
Q1 		$1K Sell
226
-314
-58% -$1.74K ﹤0.01% 7472
2016
Q4 		$3K Sell
540
-528
-49% -$2.66K ﹤0.01% 7437
2016
Q3 		$5K Buy
1,068
+1,060
+13,250% +$6.32K ﹤0.01% 7138
2016
Q2 		$0 Buy
+8
New +$50 ﹤0.01% 8017
2016
Q1 		– Sell
-1,260
Closed -$7K – 8281
2015
Q4 		$7K Buy
+1,260
New +$5.91K ﹤0.01% 7536
2015
Q3 		– Sell
-228
Closed -$2K – 8675
2015
Q2 		$2K Buy
228
+118
+107% +$1.15K ﹤0.01% 8221
2015
Q1 		$1K Buy
+110
New +$1.5K ﹤0.01% 8600

Other funds holding AIFC

CL
CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's AIFC Position: Q1 2026 in Review

UBS Group reduced its AI Financial Corp (AIFC) stake by 0.68% in Q1 2026, selling an estimated $21.1K and leaving 1,891,618 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #4928.

UBS Group first reported a position in AIFC in Q1 2015 and has held it in 36 quarters since. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • UBS Group held 1,891,618 shares of AI Financial Corp worth $2.1M as of Q1 2026.
  • UBS Group sold 12,949 AI Financial Corp shares in Q1 2026, an estimated $21.1K.
  • AI Financial Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4928 holding.
  • UBS Group first reported a position in AI Financial Corp in Q1 2015 and has held it in 36 quarters since.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

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