Ownership history in UBS Group AG Β· 3 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in OFA GROUP (OFAL). 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 underperformed the S&P 500 by β175.5% annually on this OFAL position. Average cost basis: $1.76. Maximum drawdown during holding period: β63.1%.
β Significantly underperformed the S&P 500 by 175.5% ann.
2 quarters analyzed
Best entry: $1.76 (2025 Q2) Β· Worst: $1.76 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 2 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
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.