Ownership history in UBS Group AG Β· 53 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMETEK INC NEW (AME). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π UBS Group AG outperformed the S&P 500 by +1.4% annually on this AME position. Timing score: 52% (27/52 decisions correct). Average cost basis: $152.75. Maximum drawdown during holding period: β27.6%.
β
Outperformed SPY on this position by 1.4% ann.
52 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
27 of 52 add/trim decisions correct
Best entry: $48.80 (2014 Q4) Β· Worst: $187.41 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
24 adds Β· 29 trims. Bought during 2 of 12 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size