Andrew Johnson

@Ubs Group Ag

Latest period2024 - Q3

Reported2mo 4d ago

Managed Assets$459.013B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LINELineage Inc Recent Activity New Position	0.01%	$4.502M 57,437 shares@ $78.39 avg price	New Position
FSMFortuna Mng Corp Recent Activity New Position	0.01%	$4M↑ Call 863,839 shares@ $4.63 avg price	New Position
SPMOInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.01%	$3.952M↑ Call 43,603 shares@ $90.64 avg price	New Position
SRETGlobal X Fds Recent Activity New Position	0.01%	$3.627M 161,327 shares@ $22.49 avg price	New Position
CLMTCalumet Inc Recent Activity New Position	0.01%	$3.336M 187,224 shares@ $17.83 avg price	New Position
CGIECapital Group International Recent Activity New Position	0.01%	$2.834M 93,346 shares@ $30.37 avg price	New Position
SPYINeos Etf Trust Recent Activity New Position	0.01%	$2.398M 46,800 shares@ $51.23 avg price	New Position
TLNTalen Energy Corp Recent Activity New Position	0.01%	$1.968M 11,040 shares@ $178.24 avg price	New Position
DYNFBlackrock Etf Trust Recent Activity New Position	0.01%	$1.517M 30,664 shares@ $49.47 avg price	New Position
TEMTempus Ai Inc Recent Activity New Position	0.01%	$1.35M↓ Put 23,849 shares@ $56.61 avg price	New Position