Ownership history in UBS Group AG · 6 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in SIMPLIFY EXCHANGE TRADED FUN (QIS). 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 Q4 | ADDED | 66 | +6 | +10.0% | 0.00% | $980 | $14.84 |
| 2025 Q3 | ADDED | 60 | +36 | +150.0% | 0.00% | $1K | $19.17 |
| 2025 Q2 | ADDED | 24 | +5 | +26.3% | 0.00% | $528 | $21.88 |
| 2024 Q3 | REDUCED | 19 | -191 | -91.0% | 0.00% | $467 | $24.03 |
| 2024 Q2 | REDUCED | 210 | -338 | -61.7% | 0.00% | $5K | $24.57 |
| 2023 Q4 | INITIATED | 548 | — | — | 0.00% | $14K | — |
As of 2025 Q4 — sorted by position size