Ownership history in UBS Group AG Β· 9 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in FRANKLIN TEMPLETON ETF TR (FLGV). 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 β24.5% annually on this FLGV position. Timing score: 50% (4/8 decisions correct). Average cost basis: $18.86. Maximum drawdown during holding period: β11.9%.
β Significantly underperformed the S&P 500 by 24.5% ann.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $18.23 (2022 Q3) Β· Worst: $20.70 (2021 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 2 of 2 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