Ownership history in UBS Group AG Β· 6 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ADVISOR MANAGED PORTFOLIOS (OPTZ). 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 +6.5% annually on this OPTZ position. Timing score: 75% (3/4 decisions correct). Average cost basis: $30.39. Maximum drawdown during holding period: β8.8%.
π₯ Exceptional β beat the S&P 500 by 6.5% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $26.75 (2025 Q1) Β· Worst: $35.09 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 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.