Ownership history in UBS Group AG Β· 35 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in PROSHARES TR (UPW). 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 β0.9% annually on this UPW position. Timing score: 41% (14/34 decisions correct). Average cost basis: $10.28. Maximum drawdown during holding period: β40.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
34 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
14 of 34 add/trim decisions correct
Best entry: $5.77 (2015 Q2) Β· Worst: $20.21 (2024 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
19 adds Β· 16 trims. Bought during 7 of 13 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