Ownership history in UBS Group AG Β· 13 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ITERUM THERAPEUTICS PLC (ITRM). 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 β43.8% annually on this ITRM position. Timing score: 36% (4/11 decisions correct). Average cost basis: $0.61. Maximum drawdown during holding period: β82.7%.
β Significantly underperformed the S&P 500 by 43.8% ann.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $0.34 (2025 Q4) Β· Worst: $1.97 (2023 Q4)
πͺ Held through 2 major drawdowns (>20%).
9 adds Β· 3 trims. Bought during 5 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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