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 		$46.3M Buy
2,916,500
+598,100
+26% +$12.6M 0.01% 1720
2025
Q4 		$60.7M Sell
2,318,400
-1,720,888
-43% -$48M 0.01% 1424
2025
Q3 		$107M Buy
4,039,288
+759,300
+23% +$18M 0.02% 991
2025
Q2 		$59.7M Buy
3,279,988
+206,988
+7% +$2.73M 0.01% 1352
2025
Q1 		$35.7M Buy
3,073,000
+1,640,200
+114% +$23.6M 0.01% 1779
2024
Q4 		$22.1M Buy
1,432,800
+323,900
+29% +$4.21M ﹤0.01% 2222
2024
Q3 		$8.72M Sell
1,108,900
-1,526,700
-58% -$11.1M ﹤0.01% 2501
2024
Q2 		$17.4M Buy
2,635,600
+120,800
+5% +$852K ﹤0.01% 1802
2024
Q1 		$18.4M Buy
2,514,800
+540,700
+27% +$4.29M ﹤0.01% 1765
2023
Q4 		$19.6M Buy
1,974,100
+1,202,200
+156% +$9.56M 0.01% 1599
2023
Q3 		$6.17M Buy
771,900
+2,300
+0.3% +$20.2K ﹤0.01% 2376
2023
Q2 		$6.42M Buy
+769,600
New +$5.02M ﹤0.01% 2342
2023
Q1 		– Sell
-850,000
Closed -$3.92M – 10310
2022
Q4 		$3.92M Hold
850,000
– – ﹤0.01% 2731
2022
Q3 		$4.15M Sell
850,000
-3,898,300
-82% -$24.7M ﹤0.01% 2526
2022
Q2 		$25M Buy
+4,748,300
New +$32.1M 0.01% 1167
2021
Q3 		– Sell
-200,000
Closed -$3.83M – 10041
2021
Q2 		$3.83M Buy
200,000
+100,000
+100% +$1.85M ﹤0.01% 2952
2021
Q1 		$1.72M Buy
+100,000
New +$1.97M ﹤0.01% 3727

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.