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
2026
Q2 		$24.2K Buy
+558
New +$25.8K ﹤0.01% 8046
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

UBS Group's PFIX Position: Q2 2026 in Review

UBS Group opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 558 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #8046 among its holdings. This is a return to the name: UBS Group previously reported a position in PFIX as recently as Q3 2025.

UBS Group first reported a position in PFIX in Q2 2021 and has held it in 16 quarters since. The position peaked at $413K in Q3 2022. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • UBS Group held 558 shares of Simplify Interest Rate Hedge ETF worth $24.2K as of Q2 2026.
  • Simplify Interest Rate Hedge ETF was a new UBS Group position in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8046 holding.
  • UBS Group first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and has held it in 16 quarters since.
  • UBS Group's Simplify Interest Rate Hedge ETF position peaked at $413K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.