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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 85,640 $662K 0.01% SOLD
42 FLNC FLUENCE ENERGY INC Utilities 36,262 $636K 0.01% SOLD
43 RUN SUNRUN INC Energy 37,070 $635K 0.01% SOLD
44 ASCENDIS PHARMA A/S 520,000 $623K 0.01% SOLD
45 HUM HUMANA INC Healthcare 2,560 $517K 0.01% SOLD
46 WFG WEST FRASER TIMBER CO LTD Basic Materials 8,438 $512K 0.01% SOLD
47 ARRY ARRAY TECHNOLOGIES INC Energy 52,194 $447K 0.01% SOLD
48 BROOKFIELD ASSET MANAGMT LTD 10,608 $442K 0.01% SOLD
49 IAU ISHARES GOLD TR Financial Services 6,675 $405K 0.01% SOLD
50 UPS UNITED PARCEL SERVICE INC Industrials 3,548 $341K 0.00% SOLD
51 FIRSTENERGY CORP 251,000 $259K 0.00% SOLD
52 DUKE ENERGY CORP NEW 248,000 $258K 0.00% SOLD
53 ITRON INC 246,000 $242K 0.00% SOLD
54 EQH EQUITABLE HLDGS INC Financial Services 5,760 $237K 0.00% SOLD
55 STKL SUNOPTA INC Consumer Defensive 50,364 $194K 0.00% SOLD
56 VALE VALE S A Basic Materials 16,000 $193K 0.00% SOLD
57 AIA ISHARES TR 1,350 $132K 0.00% SOLD
58 KR KROGER CO Consumer Defensive 2,385 $111K 0.00% SOLD
59 DOCU DOCUSIGN INC Technology 1,710 $111K 0.00% SOLD
60 SABRE GLBL INC 100,000 $104K 0.00% SOLD
Page 3 of 5  ·  88 positions
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%