UBS Group
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UBS Group’s Simplify US Equity Income ETF SPUC Stock Holding History

UBS Group’s Portfolio SPUC Stock Details SPUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.7K Buy
+747
New +$36.1K ﹤0.01% 7761
2025
Q4 		– Sell
-129
Closed -$6.48K – 11123
2025
Q3 		$6.48K Sell
129
-35
-21% -$1.65K ﹤0.01% 8778
2025
Q2 		$7.33K Sell
164
-497
-75% -$19.7K ﹤0.01% 9025
2025
Q1 		$25.2K Buy
+661
New +$27.3K ﹤0.01% 8064
2024
Q4 		– Sell
-2,157
Closed -$90.9K – 10366
2024
Q3 		$90.9K Buy
2,157
+2,060
+2,124% +$83.9K ﹤0.01% 6429
2024
Q2 		$3.91K Buy
+97
New +$3.69K ﹤0.01% 8148
2023
Q4 		– Sell
-2,248
Closed -$65.5K – 9848
2023
Q3 		$65.5K Buy
2,248
+2,246
+112,300% +$68.9K ﹤0.01% 6115
2023
Q2 		$61 Sell
2
-475
-100% -$13.7K ﹤0.01% 8578
2023
Q1 		$13.4K Sell
477
-1,607
-77% -$43.9K ﹤0.01% 7397
2022
Q4 		$54.7K Buy
2,084
+1,496
+254% +$40.1K ﹤0.01% 6683
2022
Q3 		$15K Buy
588
+560
+2,000% +$15.8K ﹤0.01% 7825
2022
Q2 		$1K Sell
28
-639
-96% -$18.6K ﹤0.01% 9956
2022
Q1 		$22K Buy
667
+582
+685% +$18.7K ﹤0.01% 7350
2021
Q4 		$3K Buy
+85
New +$2.91K ﹤0.01% 9689
2021
Q3 		– Sell
-30
Closed -$1K – 10050
2021
Q2 		$1K Sell
30
-1,672
-98% -$50.7K ﹤0.01% 9190
2021
Q1 		$49K Buy
1,702
+1,642
+2,737% +$45.9K ﹤0.01% 6578
2020
Q4 		$2K Buy
+60
New +$1.54K ﹤0.01% 8116

Other funds holding SPUC

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

UBS Group's SPUC Position: Q2 2026 in Review

UBS Group opened a new position in Simplify US Equity Income ETF (SPUC) in Q2 2026: 747 shares worth $36.7K. The stake represents ﹤0.01% of the portfolio and ranks #7761 among its holdings. This is a return to the name: UBS Group previously reported a position in SPUC as recently as Q3 2025.

UBS Group first reported a position in SPUC in Q4 2020 and has held it in 17 quarters since. The position peaked at $90.9K in Q3 2024. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

  • UBS Group held 747 shares of Simplify US Equity Income ETF worth $36.7K as of Q2 2026.
  • Simplify US Equity Income ETF was a new UBS Group position in Q2 2026.
  • Simplify US Equity Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7761 holding.
  • UBS Group first reported a position in Simplify US Equity Income ETF in Q4 2020 and has held it in 17 quarters since.
  • UBS Group's Simplify US Equity Income ETF position peaked at $90.9K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

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