Ownership history in UBS Group AG Β· 15 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in VANECK ETF TRUST (DAPP). 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 +34.0% annually on this DAPP position. Timing score: 46% (6/13 decisions correct). Average cost basis: $10.58. Maximum drawdown during holding period: β87.1%.
π₯ Exceptional β beat the S&P 500 by 34.0% per year on this position.
14 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $4.48 (2023 Q1) Β· Worst: $21.75 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 6 trims. Bought during 1 of 7 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