Ownership history in UBS Group AG Β· 11 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMPLIFY ETF TR (NDIV). 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 β10.7% annually on this NDIV position. Timing score: 70% (7/10 decisions correct). Average cost basis: $25.76. Maximum drawdown during holding period: β2.8%.
β Significantly underperformed the S&P 500 by 10.7% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $18.15 (2022 Q3) Β· Worst: $26.70 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 5 trims. Bought during 3 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