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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 1 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JOYY JOYY INC Communication Services 7,500.0 $76.7M 0.91% NEW $10222.52 -99.4%
2 EMBJ EMBRAER S.A. Industrials 376,469.0 $23.0M 0.27% NEW $61.16 +0.3%
3 VRSN VERISIGN INC Technology 99,579.0 $21.0M 0.25% NEW $211.16 +29.7%
4 CTAS CINTAS CORP Industrials 89,063.0 $15.7M 0.19% NEW $176.69 -4.0%
5 PINS PINTEREST INC Communication Services 637,938.0 $15.5M 0.18% NEW $24.22 -15.9%
6 AFL AFLAC INC Financial Services 132,540.0 $14.6M 0.17% NEW $109.88 +5.8%
7 FIS FIDELITY NATL INFORMATION SV Technology 190,738.0 $11.9M 0.14% NEW $62.21 -38.0%
8 VLO VALERO ENERGY CORP Energy 64,468.0 $10.0M 0.12% NEW $155.40 +57.1%
9 COHR COHERENT CORP Technology 46,600.0 $6.9M 0.08% NEW $147.76 +156.4%
10 PLD PROLOGIS INC. Real Estate 63,771.0 $6.1M 0.07% NEW $96.22 +46.5%
11 CRS CARPENTER TECHNOLOGY CORP Industrials 19,730.0 $5.0M 0.06% NEW $252.00 +128.4%
12 RL RALPH LAUREN CORP Consumer Cyclical 16,100.0 $4.6M 0.05% NEW $283.68 +42.4%
13 DLTR DOLLAR TREE INC Consumer Defensive 46,520.0 $4.6M 0.05% NEW $98.09 +8.5%
14 VHT VANGUARD WORLD FD 19,733.0 $4.5M 0.05% NEW $228.95 +23.2%
15 WELL WELLTOWER INC Real Estate 29,950.0 $4.5M 0.05% NEW $148.70 +43.6%
16 BK BANK NEW YORK MELLON CORP Financial Services 42,883.0 $4.0M 0.05% NEW $92.44 +54.2%
17 DXJ WISDOMTREE TR 22,174.0 $3.2M 0.04% NEW $144.26 +21.9%
18 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 98,296.0 $2.8M 0.03% NEW $28.34 +34.0%
19 INTERDIGITAL INC 700,000.0 $2.6M 0.03% NEW $3.65
20 SO SOUTHERN CO Utilities 27,280.0 $2.1M 0.03% NEW $76.48 +21.0%
Page 1 of 5  ·  82 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%