Ownership history in UBS Group AG Β· 25 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in DIREXION SHS ETF TR (EDZ). 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 β46.0% annually on this EDZ position. Timing score: 52% (12/23 decisions correct). Average cost basis: $190.92. Maximum drawdown during holding period: β93.1%.
β Significantly underperformed the S&P 500 by 46.0% ann.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 23 add/trim decisions correct
Best entry: $69.70 (2024 Q3) Β· Worst: $519.20 (2018 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 11 trims. Bought during 10 of 15 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