Ownership history in UBS Group AG Β· 4 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in GRANITESHARES ETF TR (AMZZ). 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 β3.0% annually on this AMZZ position. Average cost basis: $25.96. Maximum drawdown during holding period: β3.8%.
β οΈ Trailed SPY by 3.0% ann. on this position.
2 quarters analyzed
Best entry: $25.96 (2024 Q3) Β· Worst: $25.96 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 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.
As of 2025 Q4 β sorted by position size