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Equibles

UBS Group AG

Position in SMPL — Simply Good Foods Co

CIK 1610520 ZURICH, V8
Back to SMPL Full portfolio

Position in SMPL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$12,092,303
+$455,946 QoQ
Shares Held
910,565
+12.3% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in SMPL Over Time

Shares Held

Position Value (USD)

Derivatives in SMPL

reported options exposure · as of Sep 30, 2024
CallValue
$928,359
CallShares
26,700
PutValue
$417,240
PutShares
12,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

UBS Group AG holds $1,929,169,979 across 59 Packaged Foods names. SMPL ranks #20 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KHC
Kraft Heinz Co
 18,975,267 $448,195,805
2 GIS
General Mills Inc
 11,982,190 $416,980,210
3 CPB
CAMPBELL'S Co
 6,471,754 $144,125,959
4 MKC
Mccormick & Co Inc
 2,226,507 $112,260,590
5 POST
Post Holdings, Inc.
 1,167,906 $103,079,382
6 DAR
Darling Ingredients Inc.
 1,635,846 $89,349,907
7 SJM
J M SMUCKER Co
 587,403 $66,082,836
8 INGR
Ingredion Inc
 634,659 $60,108,553

All Filings in SMPL

Export CSV
35 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,092,303 910,565
2026-03-31 $11,636,357 810,896
2025-12-31 $2,353,615 117,212
2025-09-30 $11,822,187 476,317
2025-06-30 $10,482,256 331,822
2025-03-31 $5,164,358 149,735
2024-12-31 $13,209,619 338,882
2024-09-30 $928,359 26,700
2024-09-30 $417,240 12,000
2024-09-30 $2,659,138 76,478
2024-06-30 $1,712,562 47,400
2024-06-30 $2,361,418 65,359
2024-06-30 $6,445,592 178,400
2024-03-31 $2,331,055 68,500
2024-03-31 $3,786,006 111,255
2024-03-31 $4,107,421 120,700
2023-12-31 $2,284,524 57,690
2023-09-30 $1,181,032 34,213
2023-06-30 $13,036,833 356,295
2023-03-31 $910,733 22,900
2023-03-31 $1,988,500 50,000
2023-03-31 $2,183,967 54,915
2022-12-31 $1,920,704 50,505
2022-09-30 $873,198 27,296
2022-06-30 $1,606,055 42,522
2022-03-31 $1,640,577 43,230
2021-12-31 $2,360,552 56,785
2021-09-30 $589,156 17,082
2021-09-30 $1,545,152 44,800
2021-06-30 $1,279,455 35,044
2021-03-31 $2,035,310 66,907
2020-12-31 $2,294,610 73,170
2020-09-30 $379,634 17,217
2020-06-30 $2,882,017 155,114
2020-03-31 $4,433,439 230,189