Ownership history in UBS Group AG Β· 118 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in SELECT SECTOR SPDR TR (XLP). 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 β2.4% annually on this XLP position. Timing score: 53% (62/116 decisions correct). Average cost basis: $52.52. Maximum drawdown during holding period: β13.0%.
β οΈ Trailed SPY by 2.4% ann. on this position.
117 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
62 of 116 add/trim decisions correct
Best entry: $35.75 (2015 Q2) Β· Worst: $79.74 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
56 adds Β· 61 trims. Bought during 9 of 19 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