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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 6 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FCX FREEPORT-MCMORAN INC Basic Materials 72,152.0 $3.5M 0.04% +49K +213.7% $48.95 +40.1%
102 SPOTIFY USA INC 3,590,000.0 $3.5M 0.04% +1.7M +87.0% $0.96
103 LQD ISHARES TR 29,704.0 $3.2M 0.04% +2K +9.2% $108.85 +0.3%
104 REGN REGENERON PHARMACEUTICALS Healthcare 3,993.0 $3.0M 0.04% +3K +672.3% $756.06 -20.8%
105 APG API GROUP CORP Industrials 86,203.0 $2.9M 0.03% +8K +9.7% $33.65 +25.9%
106 SFM SPROUTS FMRS MKT INC Consumer Defensive 34,941.0 $2.8M 0.03% +9K +37.2% $80.68 -0.9%
107 XEL XCEL ENERGY INC Utilities 42,354.0 $2.8M 0.03% +29K +226.3% $65.29 +18.5%
108 MTZ MASTEC INC Industrials 14,046.0 $2.7M 0.03% +9K +192.1% $195.19 +94.1%
109 IEI ISHARES TR 22,627.0 $2.7M 0.03% +20K +773.6% $119.56 -1.9%
110 NXT NEXTRACKER INC Technology 32,671.0 $2.7M 0.03% +19K +147.9% $81.92 +50.3%
111 EWJ ISHARES INC 33,611.0 $2.7M 0.03% +6K +22.5% $79.25 +21.6%
112 NEM NEWMONT CORP Basic Materials 20,946.0 $2.6M 0.03% +5K +29.0% $123.90 -16.6%
113 INFY INFOSYS LTD Technology 151,767.0 $2.5M 0.03% +30K +24.8% $16.59 -35.2%
114 TMUS T-MOBILE US INC Communication Services 12,461.0 $2.5M 0.03% +514.0 +4.3% $198.94 -8.8%
115 UBER UBER TECHNOLOGIES INC Technology 33,083.0 $2.5M 0.03% +8K +34.2% $74.17 -3.0%
116 T AT&T INC Communication Services 74,169.0 $2.4M 0.03% +12K +18.9% $32.43 -31.5%
117 COIN COINBASE GLOBAL INC Financial Services 13,158.0 $2.4M 0.03% +13K +10000.0% $182.14 -11.5%
118 BX BLACKSTONE INC Financial Services 11,179.0 $2.4M 0.03% +407.0 +3.8% $213.57 -42.0%
119 WCN WASTE CONNECTIONS INC Industrials 14,531.0 $2.4M 0.03% +3K +28.0% $163.86 -6.3%
120 AEP AMERICAN ELEC PWR CO INC Utilities 22,275.0 $2.3M 0.03% +16K +267.0% $103.54 +23.5%
Page 6 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%