Ownership history in UBS Group AG Β· 26 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in HIMS & HERS HEALTH INC (HIMS). 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 +18.7% annually on this HIMS position. Timing score: 48% (12/25 decisions correct). Average cost basis: $38.93. Maximum drawdown during holding period: β57.8%.
π₯ Exceptional β beat the S&P 500 by 18.7% per year on this position.
25 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 25 add/trim decisions correct
Best entry: $6.41 (2022 Q4) Β· Worst: $56.72 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 11 trims. Bought during 2 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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