Ownership history in UBS Group AG Β· 38 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in B RILEY FINL INC (RILY). 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 +6.4% annually on this RILY position. Timing score: 49% (18/37 decisions correct). Average cost basis: $10.71. Maximum drawdown during holding period: β95.8%.
π₯ Exceptional β beat the S&P 500 by 6.4% per year on this position.
37 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 37 add/trim decisions correct
Best entry: $2.97 (2025 Q2) Β· Worst: $70.23 (2021 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
26 adds Β· 12 trims. Bought during 12 of 16 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