NVDA β€” NVIDIA CORP

Ownership history in UBS Group AG  Β·  132 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in NVIDIA CORP (NVDA). 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.

πŸ” Peak position
2.8% (2024 Q2)
πŸ“Š Avg. % of fund
0.33%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
132

Position Intelligence

UBS Group AG Γ— NVDA AI Analytics

πŸ“ˆ UBS Group AG outperformed the S&P 500 by +19.7% annually on this NVDA position. Timing score: 56% (73/131 decisions correct). Average cost basis: $125.13. Maximum drawdown during holding period: –58.7%.

πŸ“ˆ Position Alpha vs SPY
+19.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 19.7% per year on this position.
131 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
73 of 131 add/trim decisions correct

πŸ’° Entry Quality
$125.13
+49.0% vs current ($186.49)

Best entry: $0.48 (2014 Q4)  Β·  Worst: $186.56 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–58.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
58%
buy-side decisions

77 adds Β· 55 trims. Bought during 0 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 2.34% of portfolio

⚠ 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.

% of Fund (quarterly)    NVDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,489,454 +60,298,202 +350.7% 2.34% $14.45B $186.49
2025 Q4 ADDED 17,191,252 +4,257,392 +32.9% 0.52% $3.21B $186.49
2025 Q4 REDUCED 12,933,860 -74,597,683 -85.2% 0.39% $2.41B $186.49
2025 Q3 ADDED 87,531,543 +70,954,030 +428.0% 2.56% $16.33B $186.56
2025 Q3 ADDED 16,577,513 +1,232,609 +8.0% 0.48% $3.09B $186.56
2025 Q3 REDUCED 15,344,904 -80,848,109 -84.0% 0.45% $2.86B $186.56
2025 Q2 ADDED 96,193,013 +77,760,074 +421.9% 2.63% $15.20B $157.96
2025 Q2 ADDED 18,432,939 +2,318,608 +14.4% 0.50% $2.91B $157.96
2025 Q2 REDUCED 16,114,331 -85,311,731 -84.1% 0.44% $2.55B $157.96
2025 Q1 ADDED 101,426,062 +85,586,223 +540.3% 2.02% $10.99B $108.35
122 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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