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 AIM ETF PRODUCTS TRUST (JANT). 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 β5.8% annually on this JANT position. Timing score: 50% (6/12 decisions correct). Average cost basis: $32.29. Maximum drawdown during holding period: β8.6%.
β Significantly underperformed the S&P 500 by 5.8% ann.
12 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $23.75 (2022 Q3) Β· Worst: $35.15 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 6 trims. Bought during 1 of 3 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