Ownership history in UBS Group AG Β· 80 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in GLAXOSMITHKLINE PLC (GSK). 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 β3.0% annually on this GSK position. Timing score: 70% (55/79 decisions correct). Average cost basis: $32.48. Maximum drawdown during holding period: β31.6%.
β οΈ Trailed SPY by 3.0% ann. on this position.
79 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
55 of 79 add/trim decisions correct
Best entry: $22.96 (2015 Q3) Β· Worst: $48.65 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
40 adds Β· 40 trims. Bought during 2 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 0.05% 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