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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VMI VALMONT INDS INC Industrials 1,405.0 $575K 0.01% NEW $409.10 +40.8%
42 HUM HUMANA INC Healthcare 2,560.0 $517K 0.01% NEW $202.13 +82.2%
43 BROOKFIELD ASSET MANAGMT LTD 10,608.0 $442K 0.01% NEW $41.68
44 FICO FAIR ISAAC CORP Technology 300.0 $440K 0.01% NEW $1467.05 -24.9%
45 DLR DIGITAL RLTY TR INC Real Estate 3,250.0 $430K 0.01% NEW $132.20 +42.2%
46 IAU ISHARES GOLD TR Financial Services 6,675.0 $405K 0.01% NEW $60.64 +31.1%
47 IXN ISHARES TR 4,124.0 $324K 0.00% NEW $78.59 +86.1%
48 HYD VANECK ETF TRUST 8,000.0 $303K 0.00% NEW $37.93 +35.7%
49 FLOT ISHARES TR 5,651.0 $274K 0.00% NEW $48.43 +5.3%
50 EQH EQUITABLE HLDGS INC Financial Services 5,760.0 $237K 0.00% NEW $41.13 +10.2%
51 HCA HCA HEALTHCARE INC Healthcare 539.0 $235K 0.00% NEW $436.13 -13.3%
52 MP MP MATERIALS CORP Basic Materials 5,144.0 $233K 0.00% NEW $45.25 +32.9%
53 EZU ISHARES INC 3,770.0 $230K 0.00% NEW $61.01 +14.0%
54 PPA INVESCO EXCHANGE TRADED FD T 1,297.0 $205K 0.00% NEW $157.93 +10.4%
55 AIA ISHARES TR 1,350.0 $132K 0.00% NEW $97.96 +52.4%
56 ISHARES TR 3,000.0 $118K 0.00% NEW $39.20
57 KR KROGER CO Consumer Defensive 2,385.0 $111K 0.00% NEW $46.48 +22.3%
58 DOCU DOCUSIGN INC Technology 1,710.0 $111K 0.00% NEW $64.81 -32.5%
59 DHI D R HORTON INC Consumer Cyclical 866.0 $97K 0.00% NEW $112.12 +41.8%
60 HDV ISHARES TR 870.0 $79K 0.00% NEW $90.72 -70.2%
Page 3 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%