Ownership history in UBS Group AG Β· 9 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in PUTNAM ETF TRUST (SYNB). 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 β20.4% annually on this SYNB position. Timing score: 25% (1/4 decisions correct). Average cost basis: $29.14. Maximum drawdown during holding period: β15.8%.
β Significantly underperformed the S&P 500 by 20.4% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $27.98 (2025 Q1) Β· Worst: $29.14 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. Bought during 1 of 3 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 Q3 β sorted by position size