UBS Group AG SPBC — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in UBS Group AG  ·  16 quarters on record

AI Ownership Summary

UBS Group AG reported SIMPLIFY EXCHANGE TRADED FUN (SPBC) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SPBC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPBC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPBC stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held SPBC — position size vs. price
% of Fund (quarterly)    SPBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 172 -86 -33.3% 0.00% $7K 2026-05-05 $47.10
2025 Q4 REDUCED 15.4% -6.8% ✅ 258 -47 -15.4% 0.00% $12K 2026-01-29 $45.19
2025 Q3 REDUCED 83.3% +0.7% ❌ 305 -1,523 -83.3% 0.00% $14K 2025-11-13 $44.24
2025 Q2 REDUCED 57.9% +8.0% ❌ 1,828 -2,514 -57.9% 0.00% $76K 2025-08-14 $43.29
2024 Q4 ADDED — — — 4,342 +4,309 +13057.6% 0.00% $168K 2025-02-14 $39.92
2024 Q3 REDUCED 97.7% +7.2% ❌ 33 -1,400 -97.7% 0.00% $1K 2024-11-14 $38.38
2024 Q2 ADDED — — — 1,433 +1,343 +1492.2% 0.00% $49K 2024-08-14 $33.62
2024 Q1 REDUCED — — — 90 -3 -3.2% 0.00% $3K 2024-05-13 $32.43
2023 Q4 REDUCED 26.2% +18.7% ❌ 93 -33 -26.2% 0.00% $3K 2024-02-09 $30.07
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPBC

As of 2026 Q1 — sorted by position size

Professional Financial Advisors, LLC 3Y 1.08% SFG Wealth Management, LLC. 3Y 0.51% Total Clarity Wealth Management, Inc. 3Y 0.21% Chicago Partners Investment Group LLC 3Y 7Y 0.03% Private Advisor Group, LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0% PRIVATE TRUST CO NA 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About UBS Group AG and SPBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning SPBC?

UBS Group AG reported SPBC across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPBC position in UBS Group AG's portfolio?

The largest reported portfolio weight for SPBC was 0.00% in 2024 Q4.

What is the latest reported SPBC position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 172 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SPBC ownership page compare?

The chart compares UBS Group AG's quarterly SPBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their SPBC position?

Based on 13F filing dates vs. subsequent SPBC price moves, UBS Group AG correctly timed 5 out of 15 reported position changes (33%).

← Back to UBS Group AG Holdings