Ownership history in UBS Group AG Β· 5 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMPLIFY ETF TR (ITEQ). 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 +3.8% annually on this ITEQ position. Timing score: 67% (2/3 decisions correct). Average cost basis: $45.56. Maximum drawdown during holding period: β0.0%.
β
Outperformed SPY on this position by 3.8% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $45.47 (2024 Q2) Β· Worst: $58.15 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
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