GIGM β€” GIGAMEDIA LTD

Ownership history in UBS Group AG  Β·  27 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in GIGAMEDIA LTD (GIGM). 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.

Position Intelligence

UBS Group AG Γ— GIGM AI Analytics

πŸ“‰ UBS Group AG underperformed the S&P 500 by –30.5% annually on this GIGM position. Timing score: 50% (13/26 decisions correct). Average cost basis: $2.17. Maximum drawdown during holding period: –62.4%.

πŸ“ˆ Position Alpha vs SPY
-30.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 30.5% ann.
26 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
13 of 26 add/trim decisions correct

πŸ’° Entry Quality
$2.17
-30.0% vs current ($1.52)

Best entry: $1.41 (2025 Q2)  Β·  Worst: $3.22 (2017 Q3)

πŸ›‘οΈ Drawdown Resilience
–62.4%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
52%
buy-side decisions

14 adds Β· 13 trims. Bought during 4 of 13 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    GIGM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 610 -9,312 -93.9% 0.00% $927 $1.52
2025 Q3 REDUCED 9,922 -7,288 -42.3% 0.00% $16K $1.64
2025 Q2 ADDED 17,210 +10,037 +139.9% 0.00% $24K $1.41
2025 Q1 ADDED 7,173 +780 +12.2% 0.00% $12K $1.64
2024 Q4 ADDED 6,393 +5,588 +694.2% 0.00% $10K $1.55
2023 Q1 ADDED 805 +272 +51.0% 0.00% $1K $1.42
2022 Q4 REDUCED 533 -128 -19.4% 0.00% $645 $1.21
2022 Q3 REDUCED 661 -558 -45.8% 0.00% $1K $1.26
2022 Q2 REDUCED 1,219 -7,275 -85.6% 0.00% $2K $1.55
2022 Q1 ADDED 8,494 +7,018 +475.5% 0.00% $15K $1.81
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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