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 SPROTT FDS TR (LITP). 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 +12.3% annually on this LITP position. Timing score: 67% (2/3 decisions correct). Average cost basis: $7.95. Maximum drawdown during holding period: β23.2%.
π₯ Exceptional β beat the S&P 500 by 12.3% per year on this position.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $5.51 (2025 Q1) Β· Worst: $8.37 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. 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