test

Andrew Johnson

@Ubs Group Ag

Latest period2024 - Q3ReportedManaged Assets$459.013BTotal holdings8232
Assets growth rate13.4%Assets growth rate (2-Q avg)7.11%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ubs Group Ag's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 8232 positions.

Assets under management

The assets under management (AUM) of Ubs Group Ag over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 459.013B in assets, with a quarterly growth rate of 13.4% and a 2-quarter average growth rate of 7.11%. The portfolio is managed by Andrew Johnson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Decreased -4.3%
1.62%
$7.409B↑ Call
15.181M shares@ $488.07 avg price
IWMIshares Tr
Recent Activity
Decreased -3.52%
1.61%
$7.374B↑ Call
33.381M shares@ $220.89 avg price
UBSUbs Group Ag
Recent Activity
Decreased -0.83%
1.09%
$4.979B↑ Call
161.07M shares@ $30.91 avg price
TSLATesla Inc
Recent Activity
Decreased -18.45%
0.8%
$3.66B↑ Call
13.988M shares@ $261.63 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.64%
0.63%
$2.856B↑ Call
11.752M shares@ $243.07 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.01%
0.51%
$2.305B↑ Call
43.31M shares@ $53.23 avg price
TLTIshares Tr
Recent Activity
Decreased -8.21%
0.43%
$1.938B↑ Call
19.756M shares@ $98.11 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.31%
0.39%
$1.775B↑ Call
10.414M shares@ $170.4 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.05%
0.37%
$1.685B↑ Call
11.443M shares@ $147.28 avg price
EFAIshares Tr
Recent Activity
Decreased -20.38%
0.32%
$1.448B↑ Call
17.317M shares@ $83.64 avg price