Ownership history in UBS Group AG Β· 29 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in CUSHMAN WAKEFIELD PLC (CWK). 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 β7.4% annually on this CWK position. Timing score: 44% (12/27 decisions correct). Average cost basis: $12.88. Maximum drawdown during holding period: β65.7%.
β Significantly underperformed the S&P 500 by 7.4% ann.
27 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
12 of 27 add/trim decisions correct
Best entry: $8.18 (2023 Q2) Β· Worst: $22.24 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
18 adds Β· 11 trims. Bought during 6 of 12 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