SimplyRich’s ASE Group ASX Stock Holding History

SimplyRich’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Hold	17,749	–	–	0.1%	177
2025 Q4	$285K	Buy	+17,749	New	+$252K	0.07%	174
2024 Q3	–	Sell	-17,749	Closed	-$202K	–	222
2024 Q2	$202K	Buy	+17,749	New	+$192K	0.06%	177
2021 Q3	–	Sell	-17,749	Closed	-$142K	–	175
2021 Q2	$142K	Hold	17,749	–	–	0.07%	160
2021 Q1	$137K	Hold	17,749	–	–	0.05%	169
2020 Q4	$104K	Hold	17,749	–	–	0.05%	155
2020 Q3	$72K	Buy	+17,749	New	+$79.2K	0.04%	148
2020 Q2	–	Sell	-17,749	Closed	-$69K	–	138
2020 Q1	$69K	Hold	17,749	–	–	0.05%	121
2019 Q4	$99K	Hold	17,749	–	–	0.05%	152
2019 Q3	$80K	Hold	17,749	–	–	0.04%	149
2019 Q2	$70K	Buy	+17,749	New	+$74.2K	0.04%	155
2018 Q4	–	Sell	-48,982	Closed	-$237K	–	83
2018 Q3	$237K	Buy	48,982 +6,676	+16%	+$31.6K	0.13%	143
2018 Q2	$195K	Buy	42,306 +4,134	+11%	+$22.7K	0.11%	157
2018 Q1	$277K	Buy	38,172 +4,325	+13%	+$30.3K	0.15%	147
2017 Q4	$219K	Buy	+33,847	New	+$214K	0.12%	157

Other funds holding ASX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

SimplyRich's ASX Position: Q1 2026 in Review

SimplyRich held its ASE Group (ASX) position steady in Q1 2026 at 17,749 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #177.

SimplyRich first reported a position in ASX in Q4 2017 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

SimplyRich held 17,749 shares of ASE Group worth $384K as of Q1 2026.
SimplyRich left its ASE Group share count unchanged in Q1 2026.
ASE Group made up 0.1% of SimplyRich's portfolio in Q1 2026, its #177 holding.
SimplyRich first reported a position in ASE Group in Q4 2017 and has held it in 15 quarters since.
369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.