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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 11 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ARRY ARRAY TECHNOLOGIES INC Energy 52,194.0 $447K 0.01% +5K +11.3% $8.56 -7.9%
202 AMT AMERICAN TOWER CORP NEW Real Estate 10,511.0 $348K 0.00% +2K +27.8% $33.10 +439.0%
203 UPS UNITED PARCEL SERVICE INC Industrials 3,548.0 $341K 0.00% +3K +5117.6% $96.05 +10.4%
204 CQQQ INVESCO EXCH TRADED FD TR II 7,648.0 $340K 0.00% +5K +194.2% $44.51 +23.7%
205 SLB SCHLUMBERGER LTD Energy 9,486.0 $311K 0.00% +330.0 +3.6% $32.77 +47.1%
206 CL COLGATE PALMOLIVE CO Consumer Defensive 4,814.0 $304K 0.00% +4K +1275.4% $63.20 +43.0%
207 NTES NETEASE INC Technology 2,410.0 $294K 0.00% +2K +665.1% $122.19 -0.3%
208 ITRON INC 246,000.0 $242K 0.00% +152K +161.7% $0.98
209 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,363.0 $207K 0.00% +964.0 +68.9% $87.80 +25.2%
210 IXJ ISHARES TR 2,188.0 $200K 0.00% +438.0 +25.0% $91.19 +1.8%
211 STKL SUNOPTA INC Consumer Defensive 50,364.0 $194K 0.00% +10K +23.4% $3.85 +68.9%
212 VALE VALE S A Basic Materials 16,000.0 $193K 0.00% +2K +16.7% $12.07 +27.6%
213 ITUB ITAU UNIBANCO HLDG S A Financial Services 22,660.0 $163K 0.00% +660.0 +3.0% $7.20 +9.1%
214 ARCC ARES CAPITAL CORP Financial Services 112,977.0 $132K 0.00% +10K +9.9% $1.16 +1454.1%
215 BN BROOKFIELD CORP Financial Services 3,060.0 $120K 0.00% +1K +50.0% $39.37 +12.7%
216 PSQ PROSHARES TR 5,000.0 $118K 0.00% +2K +66.7% $23.68 +6.4%
217 NVS NOVARTIS AG Healthcare 600.0 $62K 0.00% +319.0 +113.5% $102.95 +43.2%
218 BDX BECTON DICKINSON & CO Healthcare 289.0 $42K +59.0 +25.6% $145.19 -1.1%
219 XLY SELECT SECTOR SPDR TR 260.0 $27K +130.0 +100.0% $102.36 +14.5%
220 GSK GSK PLC Healthcare 200.0 $8K +17.0 +9.3% $41.92 +21.3%
Page 11 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%