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
XSMOInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$264,760 4,000 shares@ $66.19 avg price	New Position
NETLEtf Ser Solutions Recent Activity New Position	0.01%	$245,608 9,042 shares@ $27.17 avg price	New Position
TTACTrimtabs Etf Tr Recent Activity New Position	0.01%	$241,242 3,701 shares@ $65.19 avg price	New Position
IWMINeos Etf Trust Recent Activity New Position	0.01%	$238,203 4,637 shares@ $51.38 avg price	New Position
IBDZIshares Tr Recent Activity New Position	0.01%	$237,051 8,875 shares@ $26.71 avg price	New Position
AEHLAntelope Enterprise Hldgs Lt Recent Activity New Position	0.01%	$231,129 306,131 shares@ $0.76 avg price	New Position
BKVBkv Corp Recent Activity New Position	0.01%	$224,272 12,262 shares@ $18.3 avg price	New Position
BWLPBw Lpg Ltd Recent Activity New Position	0.01%	$224,265 15,574 shares@ $14.4 avg price	New Position
FASDirexion Shs Etf Tr Recent Activity New Position	0.01%	$217,917 1,679 shares@ $129.79 avg price	New Position
SIDCompanhia Siderurgica Nacion Recent Activity New Position	0.01%	$211,209 88,372 shares@ $2.39 avg price	New Position