BARRY J. MULLEN
@Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc
Latest period2024 - Q3ReportedManaged Assets$389.255BTotal holdings2799
Assets growth rate11.68%Assets growth rate (2-Q avg)17.8%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2799 positions.
Assets under management
The assets under management (AUM) of Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 389.255B in assets, with a quarterly growth rate of 11.68% and a 2-quarter average growth rate of 17.8%. The portfolio is managed by BARRY J. MULLEN, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XOMExxon Mobil Corp
| 0.44% | $1.678B 14.314M shares@ $117.23 avg price | Decreased -13.59% |
IBMInternational Business Machs
| 0.42% | $1.634B 7.39M shares@ $221.09 avg price | Decreased -2.97% |
VZVerizon Communications Inc
| 0.4% | $1.542B 34.325M shares@ $44.92 avg price | Decreased -0.11% |
MCDMcdonalds Corp
| 0.36% | $1.375B 4.515M shares@ $304.52 avg price | Decreased -2.52% |
LOWLowes Cos Inc
| 0.33% | $1.276B 4.712M shares@ $270.86 avg price | Decreased -1.79% |
ISRGIntuitive Surgical Inc
| 0.32% | $1.232B 2.507M shares@ $491.27 avg price | Decreased -2.07% |
ALCAlcon Ag
| 0.31% | $1.206B 12.05M shares@ $100.07 avg price | Decreased -14.9% |
WFCWells Fargo Co New
| 0.3% | $1.137B 20.121M shares@ $56.5 avg price | Decreased -3.55% |
VRTXVertex Pharmaceuticals Inc
| 0.3% | $1.135B 2.441M shares@ $465.09 avg price | Decreased -5.52% |
ABTAbbott Labs
| 0.28% | $1.053B 9.234M shares@ $114.01 avg price | Decreased -5.88% |