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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
FAMFirst Tr Abrdn Gbl Opp Incm
Recent Activity
Exited
0%
$557,806
87,982 shares@ $6.35 avg price
AMKAssetmark Finl Hldgs Inc
Recent Activity
Exited
0%
$536,251
15,521 shares@ $34.56 avg price
KOLDProshares Tr Ii
Recent Activity
Exited
0%
$516,495
10,500 shares@ $49.19 avg price
DRQDril-quip Inc
Recent Activity
Exited
0%
$514,290
27,650 shares@ $18.6 avg price
LABUDirexion Shs Etf Tr
Recent Activity
Exited
0%
$495,960
4,372 shares@ $113.45 avg price
4721⤦Jazz Investments I Ltd
Recent Activity
Exited
0%
$480,250
500,000 shares@ $0.97 avg price
8716⤦Syntax Etf Tr
Recent Activity
Exited
0%
$465,875
11,543 shares@ $40.36 avg price
SMLPSummit Midstream Partners Lp
Recent Activity
Exited
0%
$463,809
13,043 shares@ $35.56 avg price
0674⤦Barclays Bank Plc
Recent Activity
Exited
0%
$452,918
41,476 shares@ $10.93 avg price
EVTRMorgan Stanley Etf Trust
Recent Activity
Exited
0%
$448,985
9,043 shares@ $49.66 avg price