Ownership history in UBS Group AG Β· 99 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in UNITED STATES NATL GAS FUND (UNG). 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 β13.4% annually on this UNG position. Timing score: 52% (50/96 decisions correct). Average cost basis: $75.74. Maximum drawdown during holding period: β94.8%.
β Significantly underperformed the S&P 500 by 13.4% ann.
98 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
50 of 96 add/trim decisions correct
Best entry: $13.07 (2025 Q3) Β· Worst: $236.32 (2014 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
48 adds Β· 49 trims. Bought during 13 of 28 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