Ownership history in UBS Group AG Β· 39 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in FLEXSHARES TR (RAVI). 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 β13.3% annually on this RAVI position. Timing score: 45% (17/38 decisions correct). Average cost basis: $61.80. Maximum drawdown during holding period: β1.7%.
β Significantly underperformed the S&P 500 by 13.3% ann.
38 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 38 add/trim decisions correct
Best entry: $57.91 (2015 Q2) Β· Worst: $72.26 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 24 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
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