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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTD METTLER TOLEDO INTERNATIONAL Healthcare 546.0 $690K 0.01% +125.0 +29.7% $1263.75 +10.7%
142 MP MP MATERIALS CORP Basic Materials 11,968.0 $581K 0.01% +7K +132.7% $48.58 +18.2%
143 TSCO TRACTOR SUPPLY CO Consumer Cyclical 18,463.0 $576K 0.01% +2K +11.8% $31.21 +15.1%
144 EWA ISHARES INC 19,800.0 $556K 0.01% +2K +10.9% $28.10 +7.0%
145 KKR KKR & CO INC 6,023.0 $509K 0.01% +2K +54.2% $84.56
146 ZTS ZOETIS INC Healthcare 3,982.0 $303K 0.00% +3K +231.8% $76.09 +1.4%
147 CMS ENERGY CORP 213,000.0 $243K 0.00% +62K +41.1% $1.14
148 RIO RIO TINTO PLC Basic Materials 2,898.0 $239K 0.00% +748.0 +34.8% $82.50 +27.0%
149 VITL VITAL FARMS INC Consumer Defensive 18,665.0 $209K 0.00% +4K +24.2% $11.19 -1.0%
150 PSQ PROSHARES TR 10,000.0 $206K 0.00% +5K +100.0% $20.59 +27.1%
151 NKE NIKE INC Consumer Cyclical 4,944.0 $178K 0.00% +5K +1464.6% $35.91 +13.5%
152 HDV ISHARES TR 4,350.0 $91K 0.00% +3K +400.0% $20.90 +43.1%
153 ABVX ABIVAX SA Healthcare 1,100.0 $86K 0.00% +600.0 +120.0% $77.74 +49.4%
154 GSK GSK PLC Healthcare 1,600.0 $83K 0.00% +1K +700.0% $51.99 -0.4%
155 IQVIA HLDGS INC 101.0 $17K +17.0 +20.2% $169.21
Page 8 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%