Ownership history in UBS Group AG Β· 11 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in PROSHARES TR (OND). 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 β1.8% annually on this OND position. Timing score: 56% (5/9 decisions correct). Average cost basis: $39.70. Maximum drawdown during holding period: β41.9%.
β οΈ Trailed SPY by 1.8% ann. on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $19.36 (2022 Q4) Β· Worst: $48.18 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 3 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
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