UBS Group
SMPL icon

UBS Group’s Simply Good Foods SMPL Stock Holding History

UBS Group’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,000
Closed -$417K – 10353
2024
Q3 		$417K Sell
12,000
-35,400
-75% -$1.2M ﹤0.01% 5356
2024
Q2 		$1.71M Sell
47,400
-73,300
-61% -$2.62M ﹤0.01% 3925
2024
Q1 		$4.11M Buy
+120,700
New +$4.45M ﹤0.01% 3183
2023
Q2 		– Sell
-50,000
Closed -$1.99M – 9575
2023
Q1 		$1.99M Buy
+50,000
New +$1.85M ﹤0.01% 3436

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.