Simplex Trading
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Simplex Trading’s UBS Group UBS Stock Holding History

Simplex Trading’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Buy
267,000
+28,300
+12% +$1.21M 0.01% 680
2025
Q4 		$11.1M Buy
238,700
+20,000
+9% +$808K 0.01% 789
2025
Q3 		$8.97M Sell
218,700
-23,000
-10% -$893K ﹤0.01% 1040
2025
Q2 		$8.17M Buy
241,700
+82,200
+52% +$2.54M ﹤0.01% 1017
2025
Q1 		$4.88M Sell
159,500
-416,900
-72% -$13.9M ﹤0.01% 1323
2024
Q4 		$5.66M Sell
576,400
-7,100
-1% -$225K ﹤0.01% 1392
2024
Q3 		$18M Sell
583,500
-26,800
-4% -$805K 0.01% 693
2024
Q2 		$18M Sell
610,300
-151,500
-20% -$4.5M 0.01% 670
2024
Q1 		$23.4M Sell
761,800
-494,300
-39% -$14.6M 0.01% 617
2023
Q4 		$38.8M Buy
1,256,100
+144,900
+13% +$3.81M 0.02% 425
2023
Q3 		$27.4M Sell
1,111,200
-61,100
-5% -$1.43M 0.02% 462
2023
Q2 		$23.8M Buy
1,172,300
+788,900
+206% +$15.9M 0.02% 507
2023
Q1 		$8.18M Buy
383,400
+12,400
+3% +$259K 0.01% 1000
2022
Q4 		$6.93M Buy
371,000
+171,100
+86% +$2.91M 0.01% 1041
2022
Q3 		$2.9M Buy
199,900
+96,700
+94% +$1.55M ﹤0.01% 1647
2022
Q2 		$1.67M Buy
103,200
+48,700
+89% +$854K ﹤0.01% 2059
2022
Q1 		$1.06M Sell
54,500
-74,900
-58% -$1.42M ﹤0.01% 2840
2021
Q4 		$2.31M Buy
129,400
+76,500
+145% +$1.35M ﹤0.01% 1891
2021
Q3 		$818K Hold
52,900
– – ﹤0.01% 3373
2021
Q2 		$811K Buy
52,900
+52,235
+7,855% +$825K ﹤0.01% 3432
2021
Q1 		$1.03M Buy
665
+561
+539% +$8.62K ﹤0.01% 2355
2020
Q4 		$146K Sell
104
-182
-64% -$2.41K ﹤0.01% 5013
2020
Q3 		$318K Buy
286
+54
+23% +$647 ﹤0.01% 3537
2020
Q2 		$267K Sell
232
-1,531
-87% -$15.8K ﹤0.01% 3669
2020
Q1 		$1.63M Sell
1,763
-77
-4% -$887 ﹤0.01% 1448
2019
Q4 		$2.31M Buy
1,840
+1,319
+253% +$15.7K 0.01% 1360
2019
Q3 		$589K Sell
521
-1,315
-72% -$14.8K ﹤0.01% 2444
2019
Q2 		$2.17M Sell
1,836
-97
-5% -$1.19K 0.01% 1244
2019
Q1 		$2.34M Buy
1,933
+351
+22% +$4.45K 0.01% 1234
2018
Q4 		$1.96M Buy
1,582
+954
+152% +$12.9K 0.01% 1108
2018
Q3 		$987K Buy
628
+626
+31,300% +$9.84K ﹤0.01% 1902
2018
Q2 		$3K Sell
2
-132
-99% -$2.15K ﹤0.01% 6956
2018
Q1 		$32K Buy
134
+96
+253% +$1.82K ﹤0.01% 2883
2017
Q4 		$4K Buy
+38
New +$660 ﹤0.01% 4753
2017
Q3 		– Sell
-191
Closed -$6K – 6671
2017
Q2 		$6K Sell
191
-134
-41% -$2.18K ﹤0.01% 4472
2017
Q1 		$20K Sell
325
-150
-32% -$2.41K ﹤0.01% 3272
2016
Q4 		$10K Buy
475
+423
+813% +$6.37K ﹤0.01% 3764
2016
Q3 		$1K Sell
52
-54
-51% -$735 ﹤0.01% 5450
2016
Q2 		$3K Buy
+106
New +$1.62K ﹤0.01% 4707

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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.