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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
VZVerizon Communications Inc
Recent Activity
Decreased -0.11%
0.4%
$1.542B
34.325M shares@ $44.92 avg price
AMGNAmgen Inc
Recent Activity
Increased 6.33%
0.37%
$1.431B
4.443M shares@ $322.22 avg price
INTUIntuit
Recent Activity
Increased 3.96%
0.37%
$1.429B
2.301M shares@ $621.0 avg price
QCOMQualcomm Inc
Recent Activity
Increased 6.35%
0.37%
$1.421B
8.357M shares@ $170.06 avg price
CATCaterpillar Inc
Recent Activity
Increased 1.81%
0.37%
$1.419B
3.628M shares@ $391.13 avg price
DHRDanaher Corporation
Recent Activity
Increased 3%
0.37%
$1.417B
5.098M shares@ $278.03 avg price
SPGIS&p Global Inc
Recent Activity
Increased 1.06%
0.37%
$1.402B
2.714M shares@ $516.63 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -2.52%
0.36%
$1.375B
4.515M shares@ $304.52 avg price
INTCIntel Corp
Recent Activity
Increased 28.22%
0.36%
$1.372B
58.469M shares@ $23.46 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.92%
0.35%
$1.338B
2.163M shares@ $618.57 avg price