UBS Group
SOFI icon

UBS Group’s SoFi Technologies SOFI Stock Holding History

UBS Group’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$631M Sell
35,168,018
-1,249,183
-3% -$21.2M 0.08% 225
2026
Q1 		$578M Buy
36,417,201
+21,046,001
+137% +$444M 0.09% 235
2025
Q4 		$402M Sell
15,371,200
-114,324
-0.7% -$3.19M 0.07% 284
2025
Q3 		$409M Sell
15,485,524
-4,867,320
-24% -$115M 0.06% 291
2025
Q2 		$371M Buy
20,352,844
+5,923,047
+41% +$78.1M 0.06% 301
2025
Q1 		$168M Buy
14,429,797
+1,890,805
+15% +$27.2M 0.03% 606
2024
Q4 		$193M Buy
12,538,992
+9,034,657
+258% +$117M 0.04% 530
2024
Q3 		$27.5M Sell
3,504,335
-589,957
-14% -$4.29M 0.01% 1576
2024
Q2 		$27.1M Sell
4,094,292
-226,280
-5% -$1.6M 0.01% 1451
2024
Q1 		$31.5M Buy
4,320,572
+3,770,233
+685% +$29.9M 0.01% 1361
2023
Q4 		$5.48M Sell
550,339
-5,840
-1% -$46.4K ﹤0.01% 2691
2023
Q3 		$4.44M Sell
556,179
-330,616
-37% -$2.91M ﹤0.01% 2691
2023
Q2 		$7.4M Sell
886,795
-66,584
-7% -$434K ﹤0.01% 2217
2023
Q1 		$5.79M Sell
953,379
-176,123
-16% -$1.07M ﹤0.01% 2377
2022
Q4 		$5.21M Sell
1,129,502
-47,117
-4% -$234K ﹤0.01% 2462
2022
Q3 		$5.74M Sell
1,176,619
-105,031
-8% -$665K ﹤0.01% 2234
2022
Q2 		$6.75M Buy
1,281,650
+194,882
+18% +$1.32M ﹤0.01% 2121
2022
Q1 		$10.3M Buy
1,086,768
+88,542
+9% +$1.02M ﹤0.01% 1917
2021
Q4 		$15.8M Buy
998,226
+568,682
+132% +$10.4M ﹤0.01% 1753
2021
Q3 		$6.82M Sell
429,544
-70,632
-14% -$1.11M ﹤0.01% 2361
2021
Q2 		$9.59M Buy
500,176
+249,609
+100% +$4.63M ﹤0.01% 2072
2021
Q1 		$4.3M Buy
250,567
+245,367
+4,719% +$4.84M ﹤0.01% 2774
2020
Q4 		$65K Buy
+5,200
New +$58.7K ﹤0.01% 5965

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group's SOFI Position: Q2 2026 in Review

UBS Group reduced its SoFi Technologies (SOFI) stake by 3.4% in Q2 2026, selling an estimated $21.2M and leaving 35,168,018 shares worth $631M. The position accounts for 0.08% of the portfolio, ranked #225.

UBS Group first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • UBS Group held 35,168,018 shares of SoFi Technologies worth $631M as of Q2 2026.
  • UBS Group sold 1,249,183 SoFi Technologies shares in Q2 2026, an estimated $21.2M.
  • SoFi Technologies made up 0.08% of UBS Group's portfolio in Q2 2026, its #225 holding.
  • UBS Group first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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