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
Q1 		$316M Buy
19,911,348
+5,760,000
+41% +$121M 0.05% 409
2025
Q4 		$370M Buy
14,151,348
+964,848
+7% +$26.9M 0.06% 319
2025
Q3 		$348M Sell
13,186,500
-8,602,800
-39% -$204M 0.05% 334
2025
Q2 		$397M Buy
21,789,300
+10,425,100
+92% +$137M 0.07% 278
2025
Q1 		$132M Sell
11,364,200
-8,400
-0.1% -$121K 0.02% 745
2024
Q4 		$175M Buy
11,372,600
+605,000
+6% +$7.86M 0.03% 575
2024
Q3 		$84.6M Sell
10,767,600
-673,600
-6% -$4.9M 0.02% 821
2024
Q2 		$75.6M Buy
11,441,200
+123,600
+1% +$872K 0.02% 787
2024
Q1 		$82.6M Buy
11,317,600
+10,900,300
+2,612% +$86.6M 0.02% 749
2023
Q4 		$4.15M Buy
417,300
+359,100
+617% +$2.85M ﹤0.01% 2983
2023
Q3 		$465K Sell
58,200
-102,300
-64% -$900K ﹤0.01% 4711
2023
Q2 		$1.34M Buy
+160,500
New +$1.05M ﹤0.01% 3954
2022
Q4 		– Sell
-465,400
Closed -$2.27M – 11112
2022
Q3 		$2.27M Buy
+465,400
New +$2.94M ﹤0.01% 3050
2021
Q4 		– Sell
-89,408
Closed -$1.42M – 10662
2021
Q3 		$1.42M Sell
89,408
-1,540,892
-95% -$24.2M ﹤0.01% 3884
2021
Q2 		$31.3M Buy
1,630,300
+1,369,000
+524% +$25.4M 0.01% 1136
2021
Q1 		$4.48M Buy
+261,300
New +$5.16M ﹤0.01% 2731

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

UBS Group's SOFI Position: Q1 2026 in Review

UBS Group increased its SoFi Technologies (SOFI) stake by 137% in Q1 2026, buying an estimated $444M and bringing the position to 36,417,201 shares worth $578M. The position accounts for 0.09% of the portfolio, ranked #235.

UBS Group first reported a position in SOFI in Q4 2020 and has held it in 22 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • UBS Group held 36,417,201 shares of SoFi Technologies worth $578M as of Q1 2026.
  • UBS Group bought 21,046,001 SoFi Technologies shares in Q1 2026, an estimated $444M.
  • SoFi Technologies made up 0.09% of UBS Group's portfolio in Q1 2026, its #235 holding.
  • UBS Group first reported a position in SoFi Technologies in Q4 2020 and has held it in 22 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

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