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 MATTHEWS ASIA FDS (MCH). 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 β10.5% annually on this MCH position. Timing score: 45% (5/11 decisions correct). Average cost basis: $22.21. Maximum drawdown during holding period: β20.7%.
β Significantly underperformed the S&P 500 by 10.5% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $18.23 (2024 Q1) Β· Worst: $23.92 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 5 trims. Bought during 3 of 6 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