Ownership history in UBS Group AG Β· 12 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in DBX ETF TR (USSG). 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 +0.4% annually on this USSG position. Timing score: 30% (3/10 decisions correct). Average cost basis: $37.67. Maximum drawdown during holding period: β20.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $33.42 (2022 Q4) Β· Worst: $61.04 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 6 trims. Bought during 0 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.
As of 2025 Q4 β sorted by position size