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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 6 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HEI HEICO CORP NEW Industrials 7,730.0 $2.8M 0.03% +3K +65.4% $361.02 -2.3%
102 BX BLACKSTONE INC Financial Services 12,068.0 $2.7M 0.03% +889.0 +8.0% $225.65 -36.3%
103 VLTO VERALTO CORP Industrials 30,465.0 $2.7M 0.03% +3K +10.2% $88.40 +12.4%
104 BMO BANK MONTREAL QUE Financial Services 15,101.0 $2.6M 0.03% +239.0 +1.6% $175.12 -1.6%
105 IONIS PHARMACEUTICALS INC 1,855,000.0 $2.6M 0.03% +530K +40.0% $1.40
106 VOO VANGUARD INDEX FDS 3,825.0 $2.6M 0.03% +640.0 +20.1% $674.03 +4.1%
107 AAXJ ISHARES TR 21,352.0 $2.5M 0.03% +4K +25.7% $117.47 -2.7%
108 DY DYCOM INDS INC Industrials 5,532.0 $2.5M 0.03% +3K +88.0% $444.97 -14.4%
109 VGK VANGUARD INTL EQUITY INDEX F 26,792.0 $2.3M 0.03% +3K +11.5% $86.58 +7.0%
110 WCN WASTE CONNECTIONS INC Industrials 14,713.0 $2.3M 0.03% +182.0 +1.2% $154.23 +9.6%
111 LEMB ISHARES INC 52,995.0 $2.2M 0.02% +29K +117.6% $42.05 +3.1%
112 ALNYLAM PHARMACEUTICALS INC 2,130,000.0 $2.2M 0.02% +150K +7.6% $1.04
113 HUBB HUBBELL INC Industrials 4,215.0 $2.2M 0.02% +540.0 +14.7% $516.72 -9.7%
114 J JACOBS SOLUTIONS INC Industrials 19,444.0 $2.2M 0.02% +4K +24.1% $111.89 +35.5%
115 XLU SELECT SECTOR SPDR TR 48,218.0 $2.1M 0.02% +48K +10000.0% $42.70 +1.2%
116 PSTG PURE STORAGE INC 29,309.0 $2.0M 0.02% +5K +19.1% $68.20
117 GILD GILEAD SCIENCES INC Healthcare 19,021.0 $2.0M 0.02% +5K +34.6% $104.32 +40.7%
118 ALBEMARLE CORP 40,350.0 $1.9M 0.02% +13K +46.7% $47.65
119 PBF PBF ENERGY INC Energy 46,556.0 $1.9M 0.02% +15K +49.9% $39.96 +74.0%
120 AMT AMERICAN TOWER CORP NEW Real Estate 14,256.0 $1.7M 0.02% +4K +35.6% $120.14 +48.5%
Page 6 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%