UBS Group
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UBS Group’s Simplify High Yield ETF CDX Stock Holding History

UBS Group’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.2K Buy
1,696
+1,557
+1,120% +$34.2K ﹤0.01% 7575
2025
Q4 		$3.1K Buy
139
+74
+114% +$1.67K ﹤0.01% 9111
2025
Q3 		$1.49K Buy
+65
New +$1.49K ﹤0.01% 9336
2024
Q3 		– Sell
-276
Closed -$6.34K – 9540
2024
Q2 		$6.34K Buy
+276
New +$6.33K ﹤0.01% 7925
2023
Q3 		– Sell
-117
Closed -$2.55K – 9507
2023
Q2 		$2.55K Buy
+117
New +$2.57K ﹤0.01% 7732
2023
Q1 		– Sell
-30
Closed -$641 – 9651
2022
Q4 		$641 Sell
30
-884
-97% -$19.5K ﹤0.01% 10111
2022
Q3 		$20K Buy
914
+794
+662% +$18.1K ﹤0.01% 7387
2022
Q2 		$3K Sell
120
-157
-57% -$3.67K ﹤0.01% 9288
2022
Q1 		$7K Buy
+277
New +$6.89K ﹤0.01% 8808

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

UBS Group's CDX Position: Q1 2026 in Review

UBS Group increased its Simplify High Yield ETF (CDX) stake by 1,120% in Q1 2026, buying an estimated $34.2K and bringing the position to 1,696 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7575.

UBS Group first reported a position in CDX in Q1 2022 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • UBS Group held 1,696 shares of Simplify High Yield ETF worth $36.2K as of Q1 2026.
  • UBS Group bought 1,557 Simplify High Yield ETF shares in Q1 2026, an estimated $34.2K.
  • Simplify High Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7575 holding.
  • UBS Group first reported a position in Simplify High Yield ETF in Q1 2022 and has held it in 9 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.