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
TXNTexas Instrs Inc
Recent Activity
Decreased -10.74%
0.29%
$1.309B↑ Call
6.336M shares@ $206.58 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.83%
0.28%
$1.274B↑ Call
3.953M shares@ $322.21 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.96%
0.28%
$1.265B
6.386M shares@ $198.07 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -5.94%
0.27%
$1.206B↑ Call
2.437M shares@ $495.12 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -1.87%
0.26%
$1.166B↑ Call
3.412M shares@ $341.81 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -5.78%
0.25%
$1.145B↑ Call
3.24M shares@ $353.49 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -5.23%
0.25%
$1.123B
6.27M shares@ $179.16 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -5.75%
0.21%
$946.155M↑ Call
6.94M shares@ $136.35 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.91%
0.2%
$903.98M↑ Call
15.746M shares@ $57.42 avg price
IVWIshares Tr
Recent Activity
Decreased -0.5%
0.2%
$882.106M
9.213M shares@ $95.75 avg price