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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 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GWW GRAINGER W W INC Industrials 2,176.0 $1.9M 0.02% NEW $888.32 +51.7%
22 VT VANGUARD INTL EQUITY INDEX F 16,205.0 $1.7M 0.02% NEW $105.37 +49.6%
23 ALBEMARLE CORP 27,500.0 $1.4M 0.02% NEW $50.78
24 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 17,516.0 $1.2M 0.01% NEW $71.14 +13.1%
25 DGX QUEST DIAGNOSTICS INC Healthcare 8,744.0 $1.2M 0.01% NEW $139.27 +39.3%
26 VTI VANGUARD INDEX FDS 3,578.0 $1.2M 0.01% NEW $337.85 +9.4%
27 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 13,386.0 $1.0M 0.01% NEW $77.41 +18.2%
28 VTR VENTAS INC Real Estate 17,251.0 $1.0M 0.01% NEW $59.01 +39.0%
29 IEF ISHARES TR 10,457.0 $1.0M 0.01% NEW $96.48 -2.1%
30 PCG PG&E CORP Utilities 70,652.0 $998K 0.01% NEW $14.13 +17.5%
31 ACM AECOM Industrials 10,736.0 $918K 0.01% NEW $85.50 -19.6%
32 DY DYCOM INDS INC Industrials 2,942.0 $889K 0.01% NEW $302.09 +51.2%
33 PRIM PRIMORIS SVCS CORP Industrials 7,836.0 $866K 0.01% NEW $110.53 -8.1%
34 LNT ALLIANT ENERGY CORP Utilities 14,282.0 $822K 0.01% NEW $57.57 +27.4%
35 WMB WILLIAMS COS INC Energy 15,226.0 $804K 0.01% NEW $52.83 +38.1%
36 LPLA LPL FINL HLDGS INC Financial Services 2,183.0 $800K 0.01% NEW $366.25 -20.1%
37 MOD MODINE MFG CO Consumer Cyclical 6,684.0 $798K 0.01% NEW $119.44 +146.9%
38 ITM VANECK ETF TRUST 22,000.0 $770K 0.01% NEW $35.01 +34.1%
39 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.01% NEW $755400.00
40 PBF PBF ENERGY INC Energy 31,060.0 $719K 0.01% NEW $23.16 +60.5%
Page 2 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%