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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 5 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SE SEA LTD Consumer Cyclical 58,003.0 $6.8M 0.08% +30K +104.3% $116.47 -21.2%
82 ODFL OLD DOMINION FREIGHT LINE IN Industrials 40,561.0 $6.2M 0.07% +38K +1373.3% $151.94 +45.5%
83 IGSB ISHARES TR 108,678.0 $5.6M 0.07% +81K +289.0% $51.85 +0.9%
84 HALOZYME THERAPEUTICS INC 4,765,000.0 $5.4M 0.07% +400K +9.2% $1.14
85 APH AMPHENOL CORP NEW Technology 49,376.0 $5.3M 0.06% +1K +2.7% $107.73 +53.6%
86 URA GLOBAL X FDS 154,687.0 $5.2M 0.06% +39K +33.5% $33.86 +40.1%
87 PFE PFIZER INC Healthcare 161,930.0 $5.0M 0.06% +26K +19.6% $31.06 -18.9%
88 TSLA TESLA INC Consumer Cyclical 11,392.0 $4.7M 0.06% +1K +14.0% $413.83 -4.9%
89 HII HUNTINGTON INGALLS INDS INC Industrials 16,995.0 $4.7M 0.06% +1K +8.0% $277.38 +2.8%
90 MAR MARRIOTT INTL INC NEW Consumer Cyclical 19,961.0 $4.7M 0.06% +4K +23.6% $235.35 +69.6%
91 XYL XYLEM INC Industrials 35,202.0 $4.7M 0.06% +6K +22.1% $132.87 -15.8%
92 ACWI ISHARES TR 27,473.0 $4.5M 0.05% +13K +84.1% $163.81 -3.7%
93 TRGP TARGA RES CORP Energy 26,526.0 $4.3M 0.05% +23K +625.5% $162.64 +60.1%
94 SMH VANECK ETF TRUST 14,245.0 $4.2M 0.05% +13K +862.5% $294.74 +123.4%
95 NUTANIX INC 4,360,000.0 $4.2M 0.05% +275K +6.7% $0.96
96 KLAC KLA CORP Technology 3,864.0 $3.9M 0.05% +3K +861.2% $1006.15 -74.2%
97 CRWD CROWDSTRIKE HLDGS INC Technology 9,216.0 $3.9M 0.05% +9K +3907.0% $420.66 +60.6%
98 VEEV VEEVA SYS INC Healthcare 21,227.0 $3.8M 0.04% +6K +37.0% $179.46 -15.2%
99 ADI ANALOG DEVICES INC Technology 13,859.0 $3.7M 0.04% +678.0 +5.1% $268.38 +61.8%
100 CHESAPEAKE ENERGY CORP 28,930.0 $3.6M 0.04% +16K +120.9% $123.98
Page 5 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%