UBS Group AG NXTI β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in UBS Group AG  Β·  2 quarters on record

AI Ownership Summary

UBS Group AG reported SIMPLIFY EXCHANGE TRADED FUN (NXTI) in 2 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows NXTI 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.

What this NXTI 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

How UBS Group AG held NXTI β€” position size vs. price
% of Fund (quarterly)    NXTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 90.0% +3.7% ❌ 2 -18 -90.0% 0.00% $70 2026-08-13 $36.73
2025 Q2 INITIATED β€” β€” β€” 20 β€” β€” 0.00% $616 2025-08-14 $30.79

🏒 Other funds also holding NXTI

As of 2026 Q2 β€” sorted by position size

Simplify Asset Management Inc. 3Y 0.4% OLD MISSION CAPITAL LLC 3Y 7Y 0.01%

FAQ About UBS Group AG and NXTI

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 NXTI?

UBS Group AG reported NXTI across 2 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for NXTI was 0.00% in 2025 Q2.

What is the latest reported NXTI position on this page?

The most recent filing on this page is 2026 Q2, when UBS Group AG reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $70.

What does the chart on this NXTI ownership page compare?

The chart compares UBS Group AG's quarterly NXTI 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.

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