Ownership history in UBS Group AG Β· 8 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in NATURE WOOD GROUP LIMITED (NWGL). 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 β78.3% annually on this NWGL position. Timing score: 33% (2/6 decisions correct). Average cost basis: $1.46. Maximum drawdown during holding period: β93.7%.
β Significantly underperformed the S&P 500 by 78.3% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $0.93 (2025 Q2) Β· Worst: $14.72 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 3 trims. Bought during 2 of 4 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.