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 		$9.49M Sell
242,800
-129,200
-35% -$5.53M 0.01% 720
2025
Q4 		$17.2M Buy
372,000
+49,000
+15% +$1.98M 0.01% 613
2025
Q3 		$13.2M Buy
323,000
+170,600
+112% +$6.63M 0.01% 812
2025
Q2 		$5.15M Sell
152,400
-6,500
-4% -$201K ﹤0.01% 1321
2025
Q1 		$4.87M Buy
158,900
+49,700
+46% +$1.66M ﹤0.01% 1327
2024
Q4 		$2.32M Sell
109,200
-75,200
-41% -$2.38M ﹤0.01% 2065
2024
Q3 		$5.7M Sell
184,400
-36,400
-16% -$1.09M ﹤0.01% 1405
2024
Q2 		$6.52M Sell
220,800
-31,600
-13% -$939K ﹤0.01% 1269
2024
Q1 		$7.75M Sell
252,400
-188,800
-43% -$5.58M ﹤0.01% 1289
2023
Q4 		$13.6M Buy
441,200
+183,900
+71% +$4.84M 0.01% 905
2023
Q3 		$6.34M Sell
257,300
-37,400
-13% -$874K 0.01% 1189
2023
Q2 		$5.97M Sell
294,700
-195,300
-40% -$3.93M ﹤0.01% 1200
2023
Q1 		$10.5M Buy
490,000
+459,900
+1,528% +$9.59M 0.01% 873
2022
Q4 		$561K Sell
30,100
-5,900
-16% -$100K ﹤0.01% 3046
2022
Q3 		$522K Sell
36,000
-40,200
-53% -$644K ﹤0.01% 3417
2022
Q2 		$1.24M Sell
76,200
-605,400
-89% -$10.6M ﹤0.01% 2399
2022
Q1 		$13.3M Buy
681,600
+481,000
+240% +$9.1M 0.01% 699
2021
Q4 		$3.58M Buy
200,600
+106,300
+113% +$1.87M ﹤0.01% 1496
2021
Q3 		$1.46M Buy
94,300
+1,000
+1% +$16.2K ﹤0.01% 2576
2021
Q2 		$1.43M Buy
93,300
+92,926
+24,847% +$1.47M ﹤0.01% 2622
2021
Q1 		$580K Sell
374
-128
-25% -$1.97K ﹤0.01% 3159
2020
Q4 		$709K Sell
502
-1,257
-71% -$16.6K ﹤0.01% 2988
2020
Q3 		$1.96M Sell
1,759
-1,076
-38% -$12.9K ﹤0.01% 1551
2020
Q2 		$3.27M Sell
2,835
-2,031
-42% -$20.9K 0.01% 1127
2020
Q1 		$4.5M Buy
4,866
+3,248
+201% +$37.4K 0.01% 747
2019
Q4 		$2.04M Sell
1,618
-587
-27% -$6.98K ﹤0.01% 1469
2019
Q3 		$2.49M Buy
2,205
+1,060
+93% +$11.9K 0.01% 1170
2019
Q2 		$1.36M Sell
1,145
-961
-46% -$11.8K ﹤0.01% 1627
2019
Q1 		$2.55M Buy
2,106
+1,334
+173% +$16.9K 0.01% 1161
2018
Q4 		$955K Buy
772
+443
+135% +$6.01K ﹤0.01% 1672
2018
Q3 		$517K Buy
329
+207
+170% +$3.25K ﹤0.01% 2594
2018
Q2 		$187K Buy
122
+27
+28% +$439 ﹤0.01% 3570
2018
Q1 		$9K Buy
+95
New +$1.81K ﹤0.01% 4154
2017
Q4 		– Sell
-538
Closed -$2K – 6723
2017
Q3 		$2K Sell
538
-84
-14% -$1.44K ﹤0.01% 5172
2017
Q2 		$16K Buy
622
+45
+8% +$732 ﹤0.01% 3538
2017
Q1 		$23K Sell
577
-175
-23% -$2.82K ﹤0.01% 3113
2016
Q4 		$62K Buy
752
+320
+74% +$4.82K ﹤0.01% 1949
2016
Q3 		$12K Sell
432
-374
-46% -$5.09K ﹤0.01% 3474
2016
Q2 		$62K Buy
806
+420
+109% +$6.42K ﹤0.01% 1852
2016
Q1 		$107K Buy
386
+243
+170% +$3.95K 0.01% 1300
2015
Q4 		$52K Buy
+143
New +$2.79K ﹤0.01% 1886

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.