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Portfolio (Quarterly) Guide ↗

Union Bancaire Privee, UBP SA

· CIK 0001716607
13F Portfolio $8.4B AUM 503 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 82 New 224 Added 112 Reduced 67 Exited
Page 10 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CENCORA INC 2,381.0 $810K 0.01% +112.0 +4.9% $340.25
182 GM GENERAL MTRS CO Consumer Cyclical 10,460.0 $804K 0.01% +9K +515.3% $76.85 +3.2%
183 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,532.0 $803K 0.01% +2K +124.8% $227.38 -39.5%
184 DAR DARLING INGREDIENTS INC Consumer Defensive 20,457.0 $731K 0.01% +342.0 +1.7% $35.71 +50.3%
185 MANH MANHATTAN ASSOCIATES INC Technology 4,105.0 $724K 0.01% +2K +120.5% $176.29 -25.0%
186 XLE SELECT SECTOR SPDR TR 15,200.0 $683K 0.01% +6K +67.8% $44.96 +19.6%
187 FETH FIDELITY ETHEREUM FD Financial Services 29,271.0 $683K 0.01% +2K +6.0% $23.33 -27.2%
188 TTC TORO CO Industrials 8,439.0 $668K 0.01% +3K +69.0% $79.13 +17.0%
189 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 85,640.0 $662K 0.01% +60K +236.1% $7.73 +34.8%
190 ARKB ARK 21SHARES BITCOIN ETF Financial Services 27,024.0 $637K 0.01% +6K +30.4% $23.59 -11.5%
191 FLNC FLUENCE ENERGY INC Utilities 36,262.0 $636K 0.01% +14K +66.2% $17.53 +41.4%
192 RUN SUNRUN INC Energy 37,070.0 $635K 0.01% +9K +30.2% $17.14 -21.1%
193 MTD METTLER TOLEDO INTERNATIONAL Healthcare 421.0 $598K 0.01% +89.0 +26.8% $1419.47 -19.3%
194 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3,325.0 $593K 0.01% +1K +69.6% $178.38 -2.3%
195 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,381.0 $583K 0.01% +585.0 +73.5% $421.92 -25.9%
196 EWZ ISHARES INC 19,488.0 $563K 0.01% +6K +40.5% $28.87 +16.8%
197 TOST TOAST INC Technology 13,652.0 $498K 0.01% +3K +26.2% $36.51 -32.5%
198 PBR PETROLEO BRASILEIRO SA PETRO Energy 44,068.0 $497K 0.01% +9K +26.6% $11.28 +48.4%
199 VITL VITAL FARMS INC Consumer Defensive 15,033.0 $489K 0.01% +5K +50.3% $32.51 -68.0%
200 EWA ISHARES INC 17,850.0 $471K 0.01% +5K +36.0% $26.41 +8.1%
Page 10 of 12  ·  224 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 16.4%
Communication Services 10.8%
Consumer Cyclical 7.4%
Industrials 6.8%
Healthcare 5.7%
Consumer Defensive 2.2%
Energy 1.3%
Utilities 1.2%
Basic Materials 0.9%