Ownership history in UBS Group AG Β· 38 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in CASI PHARMACEUTICALS INC (CASI). 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 underperformed the S&P 500 by β2.8% annually on this CASI position. Timing score: 47% (17/36 decisions correct). Average cost basis: $27.13. Maximum drawdown during holding period: β99.0%.
β οΈ Trailed SPY by 2.8% ann. on this position.
37 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 36 add/trim decisions correct
Best entry: $0.85 (2025 Q4) Β· Worst: $82.30 (2018 Q2)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 20 trims. Bought during 8 of 20 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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