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
PGProcter And Gamble Co Recent Activity Increased 7.04%	0.56%	$2.549B 14.718M shares@ $173.2 avg price	Increased 7.04%
MCDMcdonalds Corp Recent Activity Increased 4.2%	0.52%	$2.357B↑ Call 7.739M shares@ $304.51 avg price	Increased 4.2%
IWFIshares Tr Recent Activity Increased 0.72%	0.52%	$2.355B 6.274M shares@ $375.38 avg price	Increased 0.72%
XOMExxon Mobil Corp Recent Activity Increased 3.43%	0.5%	$2.279B 19.441M shares@ $117.22 avg price	Increased 3.43%
VTVVanguard Index Fds Recent Activity Increased 4.16%	0.5%	$2.269B 12.996M shares@ $174.58 avg price	Increased 4.16%
VUGVanguard Index Fds Recent Activity Increased 3%	0.49%	$2.223B 5.791M shares@ $383.93 avg price	Increased 3%
MAMastercard Incorporated Recent Activity Increased 9.16%	0.48%	$2.202B↑ Call 4.459M shares@ $493.8 avg price	Increased 9.16%
JNJJohnson & Johnson Recent Activity Increased 18.61%	0.48%	$2.199B↑ Call 13.566M shares@ $162.07 avg price	Increased 18.61%
KOCoca Cola Co Recent Activity Increased 7.68%	0.46%	$2.102B↑ Call 29.253M shares@ $71.86 avg price	Increased 7.68%
XLFSelect Sector Spdr Tr Recent Activity Increased 26.28%	0.45%	$2.059B↑ Call 45.422M shares@ $45.33 avg price	Increased 26.28%