Ownership history in UBS Group AG Β· 45 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in GABELLI GLOBL UTIL & INCOME (GLU). 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 β5.0% annually on this GLU position. Timing score: 39% (17/44 decisions correct). Average cost basis: $12.27. Maximum drawdown during holding period: β30.1%.
β οΈ Trailed SPY by 5.0% ann. on this position.
44 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 44 add/trim decisions correct
Best entry: $8.09 (2015 Q4) Β· Worst: $16.47 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
28 adds Β· 17 trims. Bought during 8 of 16 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