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 AMERICAN CENTY ETF TR (AVIG). 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 β32.8% annually on this AVIG position. Timing score: 29% (2/7 decisions correct). Average cost basis: $40.52. Maximum drawdown during holding period: β14.3%.
β Significantly underperformed the S&P 500 by 32.8% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $36.57 (2023 Q2) Β· Worst: $41.64 (2021 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. Bought during 1 of 3 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.