Ownership history in UBS Group AG Β· 13 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in PACER FDS TR (PEXL). 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 β0.7% annually on this PEXL position. Timing score: 67% (8/12 decisions correct). Average cost basis: $45.19. Maximum drawdown during holding period: β9.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $21.06 (2020 Q1) Β· Worst: $51.76 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 7 trims. Bought during 1 of 4 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.
As of 2025 Q4 β sorted by position size