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BARRY J. MULLEN

Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc

Assets Managed
$480.98B
Holdings
3807
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
1.7%(2Q avg: 2.2%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3807 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 480.98B in assets, with a quarterly growth rate of 1.7% and a 2-quarter average growth rate of 2.2%. The portfolio is managed by BARRY J. MULLEN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.59%
7.22%
$34.701B
198.975M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.05%
5.57%
$26.778B
105.511M shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.09%
4.92%
$23.629B
63.832M shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.78%
3.2%
$15.385B
73.87M shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 10.49%
2.71%
$12.997B
45.196M shares@ $287.56 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 16.9%
2.52%
$12.083B
39.04M shares@ $309.51 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.59%
1.83%
$8.763B
30.549M shares@ $286.86 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -2.27%
1.53%
$7.342B
19.75M shares@ $371.76 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -3.16%
1.51%
$7.251B
12.673M shares@ $572.14 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 8.82%
1.36%
$6.505B
7.072M shares@ $919.77 avg price

1-10 of 3807