Andrew Johnson

@Ubs Group Ag

Latest period2024 - Q3

Reported2mo 5d 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
OVLListed Fd Tr Recent Activity New Position	0.01%	$311,974 6,712 shares@ $46.49 avg price	New Position
EDCDirexion Shs Etf Tr Recent Activity New Position	0.01%	$306,000 8,059 shares@ $37.97 avg price	New Position
AMZUDirexion Shs Etf Tr Recent Activity New Position	0.01%	$295,709 9,117 shares@ $32.44 avg price	New Position
CONConcentra Group Holdings Par Recent Activity New Position	0.01%	$287,751 12,869 shares@ $22.37 avg price	New Position
CSHINeos Etf Trust Recent Activity New Position	0.01%	$281,768 5,658 shares@ $49.8 avg price	New Position
FELGFidelity Covington Trust Recent Activity New Position	0.01%	$280,670 8,459 shares@ $33.19 avg price	New Position
XMVMInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$279,256 5,038 shares@ $55.43 avg price	New Position
BTCLWorld Fds Tr Recent Activity New Position	0.01%	$278,096 10,578 shares@ $26.3 avg price	New Position
NVDQEtf Opportunities Trust Recent Activity New Position	0.01%	$268,086 57,406 shares@ $4.67 avg price	New Position
ONEVSpdr Ser Tr Recent Activity New Position	0.01%	$265,295 2,044 shares@ $129.8 avg price	New Position