Ownership history in UBS Group AG Β· 10 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in INDEXIQ ETF TR (WRND). 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 β1.7% annually on this WRND position. Timing score: 33% (1/3 decisions correct). Average cost basis: $24.80. Maximum drawdown during holding period: β2.5%.
β οΈ Trailed SPY by 1.7% ann. on this position.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $23.19 (2023 Q3) Β· Worst: $29.76 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 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.