Ownership history in UBS Group AG Β· 21 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in FRANKLIN TEMPLETON ETF TR (USPX). 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 β5.8% annually on this USPX position. Timing score: 65% (11/17 decisions correct). Average cost basis: $25.41. Maximum drawdown during holding period: β24.2%.
β Significantly underperformed the S&P 500 by 5.8% ann.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 17 add/trim decisions correct
Best entry: $24.24 (2017 Q3) Β· Worst: $37.51 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 11 trims. Bought during 2 of 6 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