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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
VTVVanguard Index Fds
Recent Activity
Increased 4.16%
0.5%
$2.269B
12.996M shares@ $174.58 avg price
VUGVanguard Index Fds
Recent Activity
Increased 3%
0.49%
$2.223B
5.791M shares@ $383.93 avg price
MAMastercard Incorporated
Recent Activity
Increased 9.16%
0.48%
$2.202B↑ Call
4.459M shares@ $493.8 avg price
JNJJohnson & Johnson
Recent Activity
Increased 18.61%
0.48%
$2.199B↑ Call
13.566M shares@ $162.07 avg price
KOCoca Cola Co
Recent Activity
Increased 7.68%
0.46%
$2.102B↑ Call
29.253M shares@ $71.86 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 26.28%
0.45%
$2.059B↑ Call
45.422M shares@ $45.33 avg price
MSMorgan Stanley
Recent Activity
Increased 4.78%
0.44%
$2.006B↑ Call
19.243M shares@ $104.24 avg price
MRKMerck & Co Inc
Recent Activity
Increased 9.36%
0.43%
$1.965B↑ Call
17.306M shares@ $113.57 avg price
CRMSalesforce Inc
Recent Activity
Increased 3.83%
0.43%
$1.961B↑ Call
7.166M shares@ $273.71 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 18.13%
0.43%
$1.939B↑ Call
3.135M shares@ $618.57 avg price