UBS Group
PFIX icon

UBS Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

UBS Group’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-668
Closed -$32.2K – 11008
2025
Q3 		$32.2K Buy
668
+658
+6,580% +$35.4K ﹤0.01% 7845
2025
Q2 		$528 Sell
10
-673
-99% -$37.7K ﹤0.01% 9802
2025
Q1 		$33.1K Sell
683
-993
-59% -$50.5K ﹤0.01% 7875
2024
Q4 		$87.7K Buy
+1,676
New +$80.1K ﹤0.01% 6959
2024
Q3 		– Sell
-189
Closed -$9.04K – 9923
2024
Q2 		$9.04K Sell
189
-1,894
-91% -$92.9K ﹤0.01% 7763
2024
Q1 		$93.3K Sell
2,083
-1,856
-47% -$85.7K ﹤0.01% 6257
2023
Q4 		$158K Buy
3,939
+2,682
+213% +$241K ﹤0.01% 5917
2023
Q3 		$120K Sell
1,257
-982
-44% -$74.7K ﹤0.01% 5709
2023
Q2 		$141K Buy
2,239
+101
+5% +$6.47K ﹤0.01% 5736
2023
Q1 		$130K Sell
2,138
-1,234
-37% -$78.1K ﹤0.01% 5714
2022
Q4 		$241K Sell
3,372
-2,684
-44% -$188K ﹤0.01% 5302
2022
Q3 		$413K Buy
6,056
+5,586
+1,189% +$317K ﹤0.01% 4516
2022
Q2 		$27K Sell
470
-7,139
-94% -$407K ﹤0.01% 6516
2022
Q1 		$379K Buy
+7,609
New +$330K ﹤0.01% 4890
2021
Q3 		– Sell
-1,304
Closed -$54K – 9942
2021
Q2 		$54K Buy
+1,304
New +$60.7K ﹤0.01% 6358

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $97.7M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's PFIX Position: Q4 2025 in Review

UBS Group sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2025, closing a stake of 668 shares — an estimated $32.2K sold.

UBS Group first reported a position in PFIX in Q2 2021 and held it in 15 quarters. The position peaked at $413K in Q3 2022. 43 funds tracked by Wall St. Rank hold PFIX as of Q4 2025.

  • UBS Group reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 668 Simplify Interest Rate Hedge ETF shares in Q4 2025, an estimated $32.2K.
  • UBS Group first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and held it in 15 quarters.
  • UBS Group's Simplify Interest Rate Hedge ETF position peaked at $413K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.