Ownership history in UBS Group AG Β· 15 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ISHARES US ETF TR (CMDY). 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 β19.8% annually on this CMDY position. Timing score: 64% (9/14 decisions correct). Average cost basis: $42.91. Maximum drawdown during holding period: β6.4%.
β Significantly underperformed the S&P 500 by 19.8% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 14 add/trim decisions correct
Best entry: $28.65 (2018 Q4) Β· Worst: $44.62 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
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