Ownership history in UBS Group AG Β· 7 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ADVISORS SER TR (LCLG). 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 +2.6% annually on this LCLG position. Timing score: 80% (4/5 decisions correct). Average cost basis: $47.70. Maximum drawdown during holding period: β2.5%.
β
Outperformed SPY on this position by 2.6% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $46.07 (2024 Q1) Β· Worst: $55.99 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 1 of 1 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