UBS Group AG LGHT SPINNAKER ETF SERIES

Ownership history in UBS Group AG  ·  6 quarters on record

AI Ownership Summary

UBS Group AG reported SPINNAKER ETF SERIES (LGHT) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows LGHT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LGHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in SPINNAKER ETF SERIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LGHT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held LGHT — position size vs. price
% of Fund (quarterly)    LGHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 590 -113 -16.1% 0.00% $5K 2026-05-05 $8.25
2025 Q4 ADDED 703 +201 +40.0% 0.00% $7K 2026-01-29 $9.98
2025 Q3 ADDED 502 +413 +464.0% 0.00% $5K 2025-11-13 $10.22
2025 Q2 REDUCED 58.0% -4.4% 89 -123 -58.0% 0.00% $927 2025-08-14 $10.31
2024 Q4 ADDED 212 +202 +2020.0% 0.00% $2K 2025-02-14 $11.06
2024 Q2 INITIATED 10 0.00% $103 2024-08-14 $10.16

FAQ About UBS Group AG and LGHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning LGHT?

UBS Group AG reported LGHT across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported LGHT position in UBS Group AG's portfolio?

The largest reported portfolio weight for LGHT was 0.00% in 2025 Q4.

What is the latest reported LGHT position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 590 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this LGHT ownership page compare?

The chart compares UBS Group AG's quarterly LGHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their LGHT position?

Based on 13F filing dates vs. subsequent LGHT price moves, UBS Group AG correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on LGHT relative to SPY over the holding period was -25.9%.

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