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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 7 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DXCM DEXCOM INC Healthcare 21,266.0 $2.2M 0.03% +16K +289.2% $105.46 -31.2%
122 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,436.0 $2.1M 0.03% +210.0 +5.0% $472.44 +9.3%
123 CCJ CAMECO CORP Energy 25,591.0 $2.1M 0.03% +7K +40.8% $81.24 +30.4%
124 TME TENCENT MUSIC ENTMT GROUP Communication Services 131,348.0 $2.1M 0.03% +40K +43.6% $15.81 -45.0%
125 IVV ISHARES TR 3,697.0 $2.0M 0.02% +3K +249.8% $542.55 +38.3%
126 VGK VANGUARD INTL EQUITY INDEX F 24,029.0 $2.0M 0.02% +11K +91.3% $82.03 +7.7%
127 VOO VANGUARD INDEX FDS 3,185.0 $2.0M 0.02% +689.0 +27.6% $615.91 +11.7%
128 IWM ISHARES TR 7,949.0 $1.9M 0.02% +1K +19.0% $245.25 +20.0%
129 BEKE KE HLDGS INC Real Estate 135,986.0 $1.9M 0.02% +16K +13.6% $14.32 +4.5%
130 YMM FULL TRUCK ALLIANCE CO LTD Technology 196,686.0 $1.9M 0.02% +59K +42.5% $9.81 -20.3%
131 BZ KANZHUN LIMITED Industrials 104,186.0 $1.9M 0.02% +19K +22.2% $18.48 -26.2%
132 J JACOBS SOLUTIONS INC Industrials 15,664.0 $1.9M 0.02% +12K +337.1% $118.56 +1.3%
133 OTIS OTIS WORLDWIDE CORP Industrials 13,667.0 $1.8M 0.02% +3K +33.4% $133.95 -44.9%
134 PYPL PAYPAL HLDGS INC Financial Services 37,570.0 $1.8M 0.02% +32K +601.1% $47.12 -9.6%
135 BRIDGEBIO PHARMA INC 1,105,000.0 $1.8M 0.02% +580K +110.5% $1.59
136 AES AES CORP Utilities 137,682.0 $1.7M 0.02% +90K +190.3% $12.57 +16.3%
137 CSX CSX CORP Industrials 54,740.0 $1.7M 0.02% +4K +8.5% $31.52 +45.1%
138 GNRC GENERAC HLDGS INC Industrials 13,604.0 $1.7M 0.02% +8K +166.5% $121.75 +133.8%
139 AAXJ ISHARES TR 16,984.0 $1.6M 0.02% +3K +21.8% $92.72 +33.1%
140 HDB HDFC BANK LTD Financial Services 40,652.0 $1.5M 0.02% +5K +12.9% $36.35 -30.9%
Page 7 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%