Ownership history in UBS Group AG Β· 43 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ISHARES (EMIF). 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 β11.6% annually on this EMIF position. Timing score: 56% (23/41 decisions correct). Average cost basis: $21.44. Maximum drawdown during holding period: β37.5%.
β Significantly underperformed the S&P 500 by 11.6% ann.
42 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 41 add/trim decisions correct
Best entry: $18.50 (2022 Q4) Β· Worst: $24.93 (2018 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 22 trims. Bought during 5 of 16 down-price quarters. π Predominantly trimming β distribution phase.
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