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Portfolio (Quarterly) Guide ↗

Union Bancaire Privee, UBP SA

· CIK 0001716607
13F Portfolio $9.2B AUM 491 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 76 New 155 Added 185 Reduced 88 Exited
Page 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NXT NEXTRACKER INC Technology 96,243.0 $9.5M 0.10% +64K +194.6% $99.05 -14.5%
62 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 270,086.0 $9.5M 0.10% +172K +174.8% $35.22 +12.1%
63 FCX FREEPORT-MCMORAN INC Basic Materials 162,125.0 $9.3M 0.10% +90K +124.7% $57.56 +35.2%
64 SOXX ISHARES TR 17,029.0 $9.1M 0.10% +14K +449.9% $532.74 -5.0%
65 MTZ MASTEC INC Industrials 23,412.0 $8.5M 0.09% +9K +66.7% $364.53 -29.9%
66 SMH VANECK ETF TRUST 15,003.0 $7.9M 0.09% +758.0 +5.3% $524.33 +4.3%
67 PLD PROLOGIS INC. Real Estate 73,159.0 $7.8M 0.09% +9K +14.7% $107.14 +33.8%
68 NI NISOURCE INC Utilities 174,126.0 $7.6M 0.08% +142K +439.6% $43.61 -6.4%
69 DLR DIGITAL RLTY TR INC Real Estate 49,119.0 $7.5M 0.08% +46K +1411.3% $152.94 +23.3%
70 GNRC GENERAC HLDGS INC Industrials 29,514.0 $7.4M 0.08% +16K +117.0% $251.78 -19.2%
71 CCJ CAMECO CORP Energy 70,182.0 $6.5M 0.07% +45K +174.2% $93.23 +9.7%
72 EWJ ISHARES INC 70,214.0 $6.5M 0.07% +37K +108.9% $92.31 +2.7%
73 PFE PFIZER INC Healthcare 174,631.0 $6.3M 0.07% +13K +7.8% $35.84 -22.0%
74 XLK SELECT SECTOR SPDR TR 33,614.0 $6.2M 0.07% +26K +332.4% $185.41 -2.9%
75 WELL WELLTOWER INC Real Estate 35,700.0 $6.1M 0.07% +6K +19.2% $170.30 +40.9%
76 MOD MODINE MFG CO Consumer Cyclical 25,566.0 $5.9M 0.06% +19K +282.5% $229.35 -17.9%
77 IGSB ISHARES TR 112,148.0 $5.8M 0.06% +3K +3.2% $51.75 +0.8%
78 XLV SELECT SECTOR SPDR TR 35,568.0 $5.7M 0.06% +32K +973.6% $160.74 +8.7%
79 NUTANIX INC 5,810,000.0 $5.6M 0.06% +1.4M +33.3% $0.97
80 LNG CHENIERE ENERGY INC Energy 22,460.0 $5.4M 0.06% +11K +97.8% $238.91 +17.5%
Page 4 of 8  ·  155 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 51.2%
Financial Services 11.4%
Communication Services 7.8%
Industrials 7.6%
Healthcare 6.1%
Consumer Cyclical 5.9%
Consumer Defensive 3.3%
Utilities 2.6%
Energy 2.1%
Real Estate 1.0%