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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
CCRVIshares U S Etf Tr
Recent Activity
Exited
0%
$436,099
20,106 shares@ $21.69 avg price
XDSQInnovator Etfs Trust
Recent Activity
Exited
0%
$426,122
12,835 shares@ $33.2 avg price
CALTCalliditas Therapeutics Ab
Recent Activity
Exited
0%
$419,376
10,756 shares@ $38.99 avg price
SPDSimplify Exchange Traded Fun
Recent Activity
Exited
0%
$409,688
12,676 shares@ $32.32 avg price
2692⤦Etf Opportunities Trust
Recent Activity
Exited
0%
$383,104
190,126 shares@ $2.02 avg price
OCTWAim Etf Products Trust
Recent Activity
Exited
0%
$381,409
11,055 shares@ $34.51 avg price
YJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$374,331
17,124 shares@ $21.87 avg price
CATCCambridge Bancorp
Recent Activity
Exited
0%
$367,494
5,326 shares@ $69.0 avg price
DXYZDestiny Tech100 Inc
Recent Activity
Exited
0%
$363,697
23,896 shares@ $15.22 avg price
8716⤦Syntax Etf Tr
Recent Activity
Exited
0%
$347,612
8,049 shares@ $43.19 avg price