UBS Group
SOPH icon

UBS Group’s SOPHiA GENETICS SOPH Stock Holding History

UBS Group’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$457K Buy
92,226
+30,325
+49% +$148K ﹤0.01% 6146
2025
Q4 		$289K Buy
61,901
+46,517
+302% +$211K ﹤0.01% 6381
2025
Q3 		$73.2K Buy
15,384
+8,416
+121% +$28.9K ﹤0.01% 7310
2025
Q2 		$21.6K Sell
6,968
-979
-12% -$2.92K ﹤0.01% 8376
2025
Q1 		$26.4K Sell
7,947
-30,606
-79% -$108K ﹤0.01% 8033
2024
Q4 		$118K Buy
38,553
+30,783
+396% +$105K ﹤0.01% 6769
2024
Q3 		$28.4K Hold
7,770
– – ﹤0.01% 7151
2024
Q2 		$35.6K Sell
7,770
-203
-3% -$990 ﹤0.01% 6950
2024
Q1 		$39.3K Hold
7,973
– – ﹤0.01% 6620
2023
Q4 		$37.6K Sell
7,973
-2,747
-26% -$10.3K ﹤0.01% 6711
2023
Q3 		$27.3K Buy
10,720
+210
+2% +$666 ﹤0.01% 6638
2023
Q2 		$47.1K Sell
10,510
-4,244
-29% -$19.2K ﹤0.01% 6506
2023
Q1 		$73.3K Sell
14,754
-3,230
-18% -$10.5K ﹤0.01% 6154
2022
Q4 		$37K Sell
17,984
-27,741
-61% -$62.3K ﹤0.01% 7034
2022
Q3 		$120K Sell
45,725
-33
-0.1% -$116 ﹤0.01% 5549
2022
Q2 		$165K Buy
45,758
+27,700
+153% +$141K ﹤0.01% 5070
2022
Q1 		$140K Buy
18,058
+44
+0.2% +$494 ﹤0.01% 5649
2021
Q4 		$254K Buy
18,014
+7,358
+69% +$108K ﹤0.01% 5487
2021
Q3 		$187K Buy
+10,656
New +$187K ﹤0.01% 5379

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group's SOPH Position: Q1 2026 in Review

UBS Group increased its SOPHiA GENETICS (SOPH) stake by 49% in Q1 2026, buying an estimated $148K and bringing the position to 92,226 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #6146.

UBS Group first reported a position in SOPH in Q3 2021 and has held it in 19 quarters since. 49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • UBS Group held 92,226 shares of SOPHiA GENETICS worth $457K as of Q1 2026.
  • UBS Group bought 30,325 SOPHiA GENETICS shares in Q1 2026, an estimated $148K.
  • SOPHiA GENETICS made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6146 holding.
  • UBS Group first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 19 quarters since.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

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