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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 8 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TRMB TRIMBLE INC Technology 18,064.0 $1.4M 0.02% +3K +16.3% $79.99 -38.5%
142 GILD GILEAD SCIENCES INC Healthcare 14,129.0 $1.4M 0.02% +7K +93.0% $100.76 +22.8%
143 FERG FERGUSON ENTERPRISES INC Industrials 7,925.0 $1.4M 0.02% +6K +255.7% $177.34 +34.4%
144 FTV FORTIVE CORP Technology 28,678.0 $1.4M 0.02% +15K +113.8% $48.31 +26.3%
145 LEIDOS HOLDINGS INC 9,269.0 $1.4M 0.02% +667.0 +7.8% $148.75
146 CACI CACI INTL INC Technology 3,120.0 $1.4M 0.02% +235.0 +8.2% $435.83 +7.0%
147 MWA MUELLER WTR PRODS INC Industrials 50,900.0 $1.3M 0.01% +851.0 +1.7% $24.59 +6.3%
148 NVO NOVO-NORDISK A S Healthcare 28,590.0 $1.2M 0.01% +350.0 +1.2% $43.63 -1.0%
149 HEI HEICO CORP NEW Industrials 4,674.0 $1.2M 0.01% +452.0 +10.7% $265.60 +26.9%
150 AXP AMERICAN EXPRESS CO Financial Services 4,129.0 $1.2M 0.01% +4K +2652.7% $295.09 +14.6%
151 NI NISOURCE INC Utilities 32,272.0 $1.2M 0.01% +15K +85.2% $36.98 +27.8%
152 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,072.0 $1.2M 0.01% +6K +102.6% $107.17 +14.4%
153 MDLZ MONDELEZ INTL INC Consumer Defensive 9,133.0 $1.2M 0.01% +998.0 +12.3% $128.83 -53.3%
154 PCTY PAYLOCITY HLDG CORP Technology 7,552.0 $1.2M 0.01% +4K +112.4% $153.82 -34.3%
155 XLK SELECT SECTOR SPDR TR 7,774.0 $1.1M 0.01% +4K +100.0% $145.41 +31.7%
156 ICICI BANK LIMITED 37,184.0 $1.1M 0.01% +5K +15.5% $29.85
157 INDA ISHARES TR 89,810.0 $1.1M 0.01% +8K +9.8% $12.32 +302.6%
158 SCI SERVICE CORP INTL Consumer Cyclical 14,141.0 $1.1M 0.01% +6K +69.0% $77.99 -6.9%
159 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 12,026.0 $1.1M 0.01% +5K +81.0% $91.47 -6.8%
160 MSCI MSCI INC Financial Services 1,873.0 $1.1M 0.01% +694.0 +58.9% $585.76 -0.8%
Page 8 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%