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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
XCEMXClearbridge Mlp And Midstrm
Recent Activity
Exited
0%
$3.605M
76,032 shares@ $47.41 avg price
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$3.568M
246,067 shares@ $14.51 avg price
FSDFirst Tr High Income Long
Recent Activity
Exited
0%
$3.428M
277,821 shares@ $12.35 avg price
HAHawaiian Holdings Inc
Recent Activity
Exited
0%
$2.81M
226,090 shares@ $12.44 avg price
WKMEWalkme Ltd
Recent Activity
Exited
0%
$2.393M
171,279 shares@ $13.97 avg price
EMTLSsga Active Tr
Recent Activity
Exited
0%
$2.148M
50,824 shares@ $42.26 avg price
8425⤦Southern Co
Recent Activity
Exited
0%
$2.043M
2M shares@ $1.03 avg price
URTYProshares Tr
Recent Activity
Exited
0%
$1.953M
45,181 shares@ $43.24 avg price
7847⤦Ssr Mining In
Recent Activity
Exited
0%
$1.808M
2M shares@ $0.91 avg price
SPWRQSunpower Corp
Recent Activity
Exited
0%
$1.625M
548,834 shares@ $2.97 avg price