Ownership history in UBS Group AG Β· 85 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in JOHNSON CTLS INC (JCI). 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 outperformed the S&P 500 by +1.4% annually on this JCI position. Timing score: 62% (50/81 decisions correct). Average cost basis: $47.68. Maximum drawdown during holding period: β40.4%.
β
Outperformed SPY on this position by 1.4% ann.
84 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
50 of 81 add/trim decisions correct
Best entry: $23.55 (2015 Q4) Β· Worst: $119.38 (2025 Q4)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
41 adds Β· 41 trims. Bought during 7 of 17 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% 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