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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
0636⤦Bank Montreal Medium
Recent Activity
Exited
0%
$346,826
16,094 shares@ $21.56 avg price
DAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$321,801
8,502 shares@ $37.86 avg price
BAMRBrookfield Reins Ltd
Recent Activity
Exited
0%
$320,243
7,700 shares@ $41.59 avg price
BUFQFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$319,957
10,824 shares@ $29.56 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$314,072
21,453 shares@ $14.65 avg price
PSEPInnovator Etfs Trust
Recent Activity
Exited
0%
$290,280
7,747 shares@ $37.47 avg price
HSRTHartford Fds Exchange Traded
Recent Activity
Exited
0%
$284,496
7,306 shares@ $38.95 avg price
AAPUDirexion Shs Etf Tr
Recent Activity
Exited
0%
$282,165
8,666 shares@ $32.57 avg price
G173⤦Bw Lpg Ltd
Recent Activity
Exited
0%
$270,116
14,157 shares@ $19.09 avg price
TSLRGraniteshares Etf Tr
Recent Activity
Exited
0%
$262,330
18,805 shares@ $13.96 avg price