Ownership history in UBS Group AG Β· 47 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ROPER INDS INC NEW (ROP). 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 β1.6% annually on this ROP position. Timing score: 50% (23/46 decisions correct). Average cost basis: $422.11. Maximum drawdown during holding period: β26.6%.
β οΈ Trailed SPY by 1.6% ann. on this position.
46 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 46 add/trim decisions correct
Best entry: $146.18 (2014 Q4) Β· Worst: $557.54 (2024 Q2)
πͺ Held through 2 major drawdowns (>20%).
25 adds Β· 22 trims. Bought during 7 of 18 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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