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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
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -1.62%
0.27%
$1.028B
4.609M shares@ $223.09 avg price
NKENike Inc
Recent Activity
Decreased -15.03%
0.26%
$987.462M
11.17M shares@ $88.41 avg price
NEENextera Energy Inc
Recent Activity
Decreased -6.18%
0.25%
$947.901M
11.214M shares@ $84.54 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -6.39%
0.25%
$936.042M
2.739M shares@ $341.81 avg price
TAt&t Inc
Recent Activity
Decreased -4.18%
0.23%
$892.127M
40.551M shares@ $22.0 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -4.58%
0.23%
$891.13M
10.629M shares@ $83.85 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -18.93%
0.21%
$813.282M
396,344 shares@ $2051.97 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -10.92%
0.21%
$793.804M
755,112 shares@ $1051.24 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -4.88%
0.2%
$777.04M
1.534M shares@ $506.4 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -3.86%
0.2%
$765.086M
9.13M shares@ $83.8 avg price