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
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

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

UBS Group's SRFM Position: Q1 2026 in Review

UBS Group increased its Surf Air Mobility (SRFM) stake by 214% in Q1 2026, buying an estimated $1.43M and bringing the position to 1,022,708 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #5429.

UBS Group first reported a position in SRFM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • UBS Group held 1,022,708 shares of Surf Air Mobility worth $1.18M as of Q1 2026.
  • UBS Group bought 697,099 Surf Air Mobility shares in Q1 2026, an estimated $1.43M.
  • Surf Air Mobility made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5429 holding.
  • UBS Group first reported a position in Surf Air Mobility in Q2 2024 and has held it in 8 quarters since.
  • UBS Group's Surf Air Mobility position peaked at $1.92M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

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