Ownership history in UBS Group AG Β· 8 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in USCF ETF TR (ZSB). 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 β7.8% annually on this ZSB position. Timing score: 40% (2/5 decisions correct). Average cost basis: $14.23. Maximum drawdown during holding period: β10.8%.
β Significantly underperformed the S&P 500 by 7.8% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $12.83 (2024 Q4) Β· Worst: $14.39 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 2 of 4 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.