UBS Group’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Buy |
810,896
+693,684
| +592% | +$12M | ﹤0.01% | 3172 |
|
|
2025
Q4 | $2.35M | Sell |
117,212
-359,105
| -75% | -$7.47M | ﹤0.01% | 4819 |
|
|
2025
Q3 | $11.8M | Buy |
476,317
+144,495
| +44% | +$4.27M | ﹤0.01% | 3109 |
|
|
2025
Q2 | $10.5M | Buy |
331,822
+182,087
| +122% | +$6.33M | ﹤0.01% | 3041 |
|
|
2025
Q1 | $5.16M | Sell |
149,735
-189,147
| -56% | -$6.84M | ﹤0.01% | 3750 |
|
|
2024
Q4 | $13.2M | Buy |
338,882
+262,404
| +343% | +$9.61M | ﹤0.01% | 2758 |
|
|
2024
Q3 | $2.66M | Buy |
76,478
+11,119
| +17% | +$377K | ﹤0.01% | 3714 |
|
|
2024
Q2 | $2.36M | Sell |
65,359
-45,896
| -41% | -$1.64M | ﹤0.01% | 3597 |
|
|
2024
Q1 | $3.79M | Buy |
111,255
+53,565
| +93% | +$1.97M | ﹤0.01% | 3271 |
|
|
2023
Q4 | $2.28M | Buy |
57,690
+23,477
| +69% | +$877K | ﹤0.01% | 3663 |
|
|
2023
Q3 | $1.18M | Sell |
34,213
-322,082
| -90% | -$11.6M | ﹤0.01% | 3930 |
|
|
2023
Q2 | $13M | Buy |
356,295
+301,380
| +549% | +$11.1M | ﹤0.01% | 1782 |
|
|
2023
Q1 | $2.18M | Buy |
54,915
+4,410
| +9% | +$163K | ﹤0.01% | 3330 |
|
|
2022
Q4 | $1.92M | Buy |
50,505
+23,209
| +85% | +$856K | ﹤0.01% | 3423 |
|
|
2022
Q3 | $873K | Sell |
27,296
-15,226
| -36% | -$500K | ﹤0.01% | 3862 |
|
|
2022
Q2 | $1.61M | Sell |
42,522
-708
| -2% | -$28K | ﹤0.01% | 3328 |
|
|
2022
Q1 | $1.64M | Sell |
43,230
-13,555
| -24% | -$506K | ﹤0.01% | 3630 |
|
|
2021
Q4 | $2.36M | Buy |
56,785
+39,703
| +232% | +$1.52M | ﹤0.01% | 3577 |
|
|
2021
Q3 | $589K | Sell |
17,082
-17,962
| -51% | -$645K | ﹤0.01% | 4615 |
|
|
2021
Q2 | $1.28M | Sell |
35,044
-31,863
| -48% | -$1.09M | ﹤0.01% | 3967 |
|
|
2021
Q1 | $2.04M | Sell |
66,907
-6,263
| -9% | -$187K | ﹤0.01% | 3555 |
|
|
2020
Q4 | $2.29M | Buy |
73,170
+55,953
| +325% | +$1.3M | ﹤0.01% | 3288 |
|
|
2020
Q3 | $380K | Sell |
17,217
-137,897
| -89% | -$3.21M | ﹤0.01% | 4377 |
|
|
2020
Q2 | $2.88M | Sell |
155,114
-75,075
| -33% | -$1.33M | ﹤0.01% | 2536 |
|
|
2020
Q1 | $4.43M | Buy |
230,189
+118,316
| +106% | +$2.59M | ﹤0.01% | 2030 |
|
|
2019
Q4 | $3.19M | Buy |
111,873
+16,411
| +17% | +$433K | ﹤0.01% | 3064 |
|
|
2019
Q3 | $2.77M | Buy |
95,462
+74,628
| +358% | +$2.08M | ﹤0.01% | 2977 |
|
|
2019
Q2 | $501K | Buy |
20,834
+11,756
| +129% | +$267K | ﹤0.01% | 4300 |
|
|
2019
Q1 | $187K | Sell |
9,078
-84,868
| -90% | -$1.69M | ﹤0.01% | 4638 |
|
|
2018
Q4 | $1.78M | Sell |
93,946
-1,327
| -1% | -$25K | ﹤0.01% | 3150 |
|
|
2018
Q3 | $1.85M | Buy |
95,273
+88,196
| +1,246% | +$1.53M | ﹤0.01% | 3281 |
|
|
2018
Q2 | $102K | Buy |
7,077
+4,956
| +234% | +$66.5K | ﹤0.01% | 5426 |
|
|
2018
Q1 | $29K | Buy |
+2,121
| New | +$29.1K | ﹤0.01% | 6122 |
|
|
2017
Q4 | – | Sell |
-1,652
| Closed | -$19K | – | 8073 |
|
|
2017
Q3 | $19K | Buy |
+1,652
| New | +$19.6K | ﹤0.01% | 6497 |
|
Other funds holding SMPL
VPM
VCM
BTW
RRAM
SAM
UBS Group's SMPL Position: Q1 2026 in Review
UBS Group increased its Simply Good Foods (SMPL) stake by 592% in Q1 2026, buying an estimated $12M and bringing the position to 810,896 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3172.
UBS Group first reported a position in SMPL in Q3 2017 and has held it in 34 quarters since. The position peaked at $13.2M in Q4 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.
- UBS Group held 810,896 shares of Simply Good Foods worth $11.6M as of Q1 2026.
- UBS Group bought 693,684 Simply Good Foods shares in Q1 2026, an estimated $12M.
- Simply Good Foods made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3172 holding.
- UBS Group first reported a position in Simply Good Foods in Q3 2017 and has held it in 34 quarters since.
- UBS Group's Simply Good Foods position peaked at $13.2M in Q4 2024.
- 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.