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Simplify Exchange Traded Fun shares owned by UBS Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) 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
2025-12-31 $11k 605 17.56
2025-06-30 $14k 767 18.39
2025-03-31 $41k 2.2k 18.18
2024-12-31 $306k 15k 20.79
2024-09-30 $22 1 22.00
2024-06-30 $22 1 22.00
2024-03-31 $23 1 23.00
2023-12-31 $15k 652 23.00
2023-09-30 $33k 1.5k 22.51
2023-06-30 $23 1 23.00
2022-12-31 $43k 2.0k 21.90
2022-09-30 $7.0k 337 20.77
2021-12-31 $33k 1.2k 26.87