Ownership history in UBS Group AG · 15 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in SIMPLIFY EXCHANGE TRADED FUN (PFIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 668 | +658 | +6580.0% | 0.00% | $32K | $45.29 |
| 2025 Q2 | REDUCED | 10 | -673 | -98.5% | 0.00% | $528 | $48.54 |
| 2025 Q1 | REDUCED | 683 | -993 | -59.2% | 0.00% | $33K | $44.18 |
| 2024 Q4 | ADDED | 1,676 | +1,487 | +786.8% | 0.00% | $88K | $47.39 |
| 2024 Q2 | REDUCED | 189 | -1,894 | -90.9% | 0.00% | $9K | $42.31 |
| 2024 Q1 | REDUCED | 2,083 | -1,856 | -47.1% | 0.00% | $93K | $39.27 |
| 2023 Q4 | ADDED | 3,939 | +2,682 | +213.4% | 0.00% | $158K | $34.86 |
| 2023 Q3 | REDUCED | 1,257 | -982 | -43.9% | 0.00% | $120K | $44.45 |
| 2023 Q2 | ADDED | 2,239 | +101 | +4.7% | 0.00% | $141K | $29.11 |
| 2023 Q1 | REDUCED | 2,138 | -1,234 | -36.6% | 0.00% | $130K | $28.13 |
As of 2025 Q4 — sorted by position size