Ownership history in UBS Group AG Β· 13 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in TEXAS COMMUNITY BANCSHARES I (TCBS). 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 β9.5% annually on this TCBS position. Timing score: 67% (8/12 decisions correct). Average cost basis: $15.28. Maximum drawdown during holding period: β21.3%.
β Significantly underperformed the S&P 500 by 9.5% ann.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $14.30 (2024 Q2) Β· Worst: $16.04 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 7 trims. Bought during 1 of 4 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