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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.77%
0.91%
$4.139B↑ Call
7.08M shares@ $584.69 avg price
VVisa Inc
Recent Activity
Increased 6.46%
0.81%
$3.698B↑ Call
13.45M shares@ $274.96 avg price
LLYEli Lilly & Co
Recent Activity
Increased 23.46%
0.79%
$3.598B↑ Call
4.061M shares@ $885.95 avg price
EEMIshares Tr
Recent Activity
Increased 1.6%
0.73%
$3.335B↑ Call
72.717M shares@ $45.86 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 8.43%
0.71%
$3.253B↑ Call
7.067M shares@ $460.26 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 13.8%
0.6%
$2.747B↑ Call
16.739M shares@ $164.08 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.05%
0.59%
$2.677B↑ Call
13.555M shares@ $197.49 avg price
HDHome Depot Inc
Recent Activity
Increased 2.25%
0.58%
$2.642B
6.521M shares@ $405.2 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 9.14%
0.58%
$2.628B↑ Call
15.132M shares@ $173.67 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.48%
0.58%
$2.624B↑ Call
2.96M shares@ $886.52 avg price