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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
MPSYFMorphosys Ag
Recent Activity
Exited
0%
$713,749↓ Put
39,217 shares@ $18.2 avg price
NWLINational Westn Life Group In
Recent Activity
Exited
0%
$700,686
1,410 shares@ $496.95 avg price
FJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$694,769
15,084 shares@ $46.06 avg price
ATRIAtrion Corp
Recent Activity
Exited
0%
$676,383
1,495 shares@ $452.44 avg price
UWMProshares Tr
Recent Activity
Exited
0%
$659,306
17,709 shares@ $37.23 avg price
MFDMacquarie First Tr Global
Recent Activity
Exited
0%
$656,344
87,864 shares@ $7.47 avg price
SBOWSilverbow Res Inc
Recent Activity
Exited
0%
$652,151
17,239 shares@ $37.83 avg price
EVBGEverbridge Inc
Recent Activity
Exited
0%
$626,811
17,914 shares@ $35.0 avg price
FCEFFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$602,147
28,611 shares@ $21.05 avg price
9021⤦2u Inc
Recent Activity
Exited
0%
$575,340↑ Call
112,152 shares@ $5.14 avg price