Simplify Exchange Traded Fun shares owned by UBS Group
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by UBS Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 205k | 31.24 |
| 2025-06-30 | $7.7M | 256k | 30.05 |
| 2025-03-31 | $5.6M | 196k | 28.58 |
| 2024-12-31 | $7.0M | 239k | 29.33 |
| 2024-09-30 | $4.2M | 144k | 28.88 |
| 2024-06-30 | $290k | 11k | 27.67 |
| 2024-03-31 | $890k | 34k | 26.49 |
| 2023-09-30 | $20k | 839 | 24.37 |
| 2023-03-31 | $93k | 3.9k | 23.63 |
| 2022-03-31 | $62k | 2.5k | 24.72 |