Ownership history in UBS Group AG Β· 15 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in WAH FU EDUCATION GROUP LIMIT (WAFU). 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 +41.5% annually on this WAFU position. Timing score: 38% (5/13 decisions correct). Average cost basis: $6.35. Maximum drawdown during holding period: β88.8%.
π₯ Exceptional β beat the S&P 500 by 41.5% per year on this position.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 13 add/trim decisions correct
Best entry: $1.56 (2025 Q4) Β· Worst: $12.50 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 7 trims. Bought during 4 of 9 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