Simplex Trading’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.78M | Buy |
122,318
+69,288
| +131% | +$2.97M | ﹤0.01% | 1143 |
|
|
2025
Q4 | $2.46M | Sell |
53,030
-56,918
| -52% | -$2.3M | ﹤0.01% | 1813 |
|
|
2025
Q3 | $4.51M | Buy |
109,948
+74,402
| +209% | +$2.89M | ﹤0.01% | 1564 |
|
|
2025
Q2 | $1.2M | Buy |
35,546
+3,283
| +10% | +$102K | ﹤0.01% | 2598 |
|
|
2025
Q1 | $988K | Buy |
+32,263
| New | +$1.08M | ﹤0.01% | 2718 |
|
|
2024
Q2 | – | Sell |
-3,480
| Closed | -$103K | – | 9862 |
|
|
2024
Q1 | $106K | Sell |
3,480
-73,575
| -95% | -$2.17M | ﹤0.01% | 5515 |
|
|
2023
Q4 | $2.38M | Sell |
77,055
-1,894
| -2% | -$49.8K | ﹤0.01% | 2214 |
|
|
2023
Q3 | $1.95M | Buy |
78,949
+24,404
| +45% | +$570K | ﹤0.01% | 2097 |
|
|
2023
Q2 | $1.1M | Buy |
54,545
+16,343
| +43% | +$329K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $815K | Buy |
+38,202
| New | +$797K | ﹤0.01% | 2780 |
|
|
2022
Q2 | – | Sell |
-371,095
| Closed | -$6.51M | – | 11142 |
|
|
2022
Q1 | $7.25M | Buy |
+371,095
| New | +$7.02M | 0.01% | 1014 |
|
|
2021
Q4 | – | Sell |
-30,264
| Closed | -$533K | – | 11475 |
|
|
2021
Q3 | $468K | Hold |
30,264
| – | – | ﹤0.01% | 4197 |
|
|
2021
Q2 | $464K | Sell |
30,264
-11,867
| -28% | -$187K | ﹤0.01% | 4284 |
|
|
2021
Q1 | $654K | Buy |
42,131
+17,284
| +70% | +$266K | ﹤0.01% | 2971 |
|
|
2020
Q4 | $351K | Buy |
24,847
+21,613
| +668% | +$286K | ﹤0.01% | 3874 |
|
|
2020
Q3 | $36K | Sell |
3,234
-38,069
| -92% | -$456K | ﹤0.01% | 5915 |
|
|
2020
Q2 | $476K | Sell |
41,303
-168,097
| -80% | -$1.73M | ﹤0.01% | 2974 |
|
|
2020
Q1 | $1.94M | Buy |
209,400
+184,141
| +729% | +$2.12M | ﹤0.01% | 1298 |
|
|
2019
Q4 | $317K | Buy |
25,259
+5,869
| +30% | +$69.8K | ﹤0.01% | 3226 |
|
|
2019
Q3 | $219K | Sell |
19,390
-287
| -1% | -$3.23K | ﹤0.01% | 3466 |
|
|
2019
Q2 | $233K | Buy |
+19,677
| New | +$241K | ﹤0.01% | 3308 |
|
|
2018
Q3 | – | Sell |
-8,655
| Closed | -$136K | – | 8096 |
|
|
2018
Q2 | $132K | Buy |
+8,655
| New | +$141K | ﹤0.01% | 3961 |
|
|
2017
Q3 | – | Sell |
-5,524
| Closed | -$94.5K | – | 6672 |
|
|
2017
Q2 | $93K | Sell |
5,524
-886
| -14% | -$14.4K | ﹤0.01% | 1815 |
|
|
2017
Q1 | $102K | Sell |
6,410
-21,120
| -77% | -$340K | ﹤0.01% | 1738 |
|
|
2016
Q4 | $431K | Buy |
27,530
+13,072
| +90% | +$197K | 0.03% | 622 |
|
|
2016
Q3 | $196K | Buy |
+14,458
| New | +$197K | 0.01% | 1051 |
|
|
2016
Q2 | – | Sell |
-19,559
| Closed | -$299K | – | 6481 |
|
|
2016
Q1 | $313K | Buy |
19,559
+5,977
| +44% | +$97.1K | 0.02% | 635 |
|
|
2015
Q4 | $263K | Buy |
+13,582
| New | +$265K | 0.02% | 708 |
|
|
2015
Q3 | – | Sell |
-210
| Closed | -$4.45K | – | 6222 |
|
|
2015
Q2 | $4K | Buy |
210
+168
| +400% | +$3.51K | ﹤0.01% | 3883 |
|
|
2015
Q1 | $0 | Buy |
+42
| New | +$731 | ﹤0.01% | 5617 |
|
Other funds holding UBS
VCM
CCI
Simplex Trading's UBS Position: Q1 2026 in Review
Simplex Trading increased its UBS Group (UBS) stake by 131% in Q1 2026, buying an estimated $2.97M and bringing the position to 122,318 shares worth $4.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1143.
Simplex Trading first reported a position in UBS in Q1 2015 and has held it in 30 quarters since. The position peaked at $7.25M in Q1 2022. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Simplex Trading held 122,318 shares of UBS Group worth $4.78M as of Q1 2026.
- Simplex Trading bought 69,288 UBS Group shares in Q1 2026, an estimated $2.97M.
- UBS Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1143 holding.
- Simplex Trading first reported a position in UBS Group in Q1 2015 and has held it in 30 quarters since.
- Simplex Trading's UBS Group position peaked at $7.25M in Q1 2022.
- 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.