Ownership history in UBS Group AG Β· 36 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in APPIAN CORP (APPN). 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 +3.8% annually on this APPN position. Timing score: 53% (18/34 decisions correct). Average cost basis: $36.66. Maximum drawdown during holding period: β82.2%.
β
Outperformed SPY on this position by 3.8% ann.
34 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 34 add/trim decisions correct
Best entry: $25.18 (2018 Q1) Β· Worst: $132.95 (2021 Q1)
πͺ Held through 2 major drawdowns (>20%).
18 adds Β· 18 trims. Bought during 7 of 15 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