Ownership history in UBS Group AG Β· 43 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ALPS ETF TR (RIGS). 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 β11.1% annually on this RIGS position. Timing score: 50% (21/42 decisions correct). Average cost basis: $18.20. Maximum drawdown during holding period: β9.2%.
β Significantly underperformed the S&P 500 by 11.1% ann.
42 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
21 of 42 add/trim decisions correct
Best entry: $16.13 (2015 Q3) Β· Worst: $22.02 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
19 adds Β· 24 trims. Bought during 6 of 13 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