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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SITCSite Ctrs Corp
Recent Activity
New Position
0.01%
$19.612M
324,157 shares@ $60.51 avg price
SPSKTidal Etf Tr
Recent Activity
New Position
0.01%
$19.179M
1.041M shares@ $18.42 avg price
EWTIshares Inc
Recent Activity
New Position
0.01%
$17.778M
330,009 shares@ $53.88 avg price
SBLKStar Bulk Carriers Corp.
Recent Activity
New Position
0.01%
$17.137M
723,400 shares@ $23.69 avg price
LINELineage Inc
Recent Activity
New Position
0.01%
$15.132M
193,054 shares@ $78.38 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$11.153M
471,578 shares@ $23.65 avg price
GFIGold Fields Ltd
Recent Activity
New Position
0.01%
$9.911M
645,683 shares@ $15.35 avg price
STNEStoneco Ltd
Recent Activity
New Position
0.01%
$9.091M
807,391 shares@ $11.27 avg price
EMBIshares Tr
Recent Activity
New Position
0.01%
$7.78M
83,141 shares@ $93.59 avg price
SPHYSpdr Ser Tr
Recent Activity
New Position
0.01%
$7.359M
306,000 shares@ $24.05 avg price