UBS Group
SRFM icon

UBS Group’s Surf Air Mobility SRFM Stock Holding History

UBS Group’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$745K Sell
642,364
-380,344
-37% -$441K ﹤0.01% 5960
2026
Q1 		$1.18M Buy
1,022,708
+697,099
+214% +$1.43M ﹤0.01% 5429
2025
Q4 		$632K Sell
325,609
-121,651
-27% -$389K ﹤0.01% 5939
2025
Q3 		$1.92M Buy
447,260
+318,108
+246% +$1.49M ﹤0.01% 4991
2025
Q2 		$477K Buy
129,152
+65,839
+104% +$164K ﹤0.01% 6047
2025
Q1 		$169K Buy
63,313
+60,807
+2,426% +$250K ﹤0.01% 6654
2024
Q4 		$13.5K Buy
2,506
+2,503
+83,433% +$6.95K ﹤0.01% 8140
2024
Q3 		$4 Sell
3
-5,534
-100% -$10.2K ﹤0.01% 9398
2024
Q2 		$14.9K Buy
+5,537
New +$17.8K ﹤0.01% 7492

Other funds holding SRFM

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

UBS Group's SRFM Position: Q2 2026 in Review

UBS Group reduced its Surf Air Mobility (SRFM) stake by 37% in Q2 2026, selling an estimated $441K and leaving 642,364 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #5960.

UBS Group first reported a position in SRFM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.92M in Q3 2025. 70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • UBS Group held 642,364 shares of Surf Air Mobility worth $745K as of Q2 2026.
  • UBS Group sold 380,344 Surf Air Mobility shares in Q2 2026, an estimated $441K.
  • Surf Air Mobility made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5960 holding.
  • UBS Group first reported a position in Surf Air Mobility in Q2 2024 and has held it in 9 quarters since.
  • UBS Group's Surf Air Mobility position peaked at $1.92M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

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