UBS Group’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

UBS Group’s Portfolio QIS Stock Details QIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$788	Sell	65 -1	-2%	-$14	﹤0.01%	9737
2025 Q4	$980	Buy	66 +6	+10%	+$106	﹤0.01%	9743
2025 Q3	$1.15K	Buy	60 +36	+150%	+$734	﹤0.01%	9421
2025 Q2	$528	Buy	+24	New	+$529	﹤0.01%	9803
2024 Q4	–	Sell	-19	Closed	-$467	–	10300
2024 Q3	$467	Sell	19 -191	-91%	-$4.77K	﹤0.01%	8927
2024 Q2	$5.31K	Buy	+210	New	+$5.33K	﹤0.01%	8009
2024 Q1	–	Sell	-548	Closed	-$13.5K	–	9882
2023 Q4	$13.5K	Buy	+548	New	+$14K	﹤0.01%	7308

Other funds holding QIS

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

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

UBS Group's QIS Position: Q1 2026 in Review

UBS Group reduced its Simplify Multi-QIS Alternative ETF (QIS) stake by 1.5% in Q1 2026, selling an estimated $14 and leaving 65 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #9737.

UBS Group first reported a position in QIS in Q4 2023 and has held it in 7 quarters since. The position peaked at $13.5K in Q4 2023. 6 funds tracked by Wall St. Rank hold QIS as of Q1 2026.

UBS Group held 65 shares of Simplify Multi-QIS Alternative ETF worth $788 as of Q1 2026.
UBS Group sold 1 Simplify Multi-QIS Alternative ETF share in Q1 2026, an estimated $14.
Simplify Multi-QIS Alternative ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9737 holding.
UBS Group first reported a position in Simplify Multi-QIS Alternative ETF in Q4 2023 and has held it in 7 quarters since.
UBS Group's Simplify Multi-QIS Alternative ETF position peaked at $13.5K in Q4 2023.
6 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q1 2026.

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