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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DD DUPONT DE NEMOURS INC Basic Materials 2,150.0 $74K 0.00% NEW $34.60 +37.8%
62 ABVX ABIVAX SA Healthcare 500.0 $55K 0.00% NEW $109.42 -9.4%
63 FXI ISHARES TR 1,900.0 $55K 0.00% NEW $28.70 +16.1%
64 FDX FEDEX CORP Industrials 220.0 $54K 0.00% NEW $247.54 +31.8%
65 IPAY AMPLIFY ETF TR 964.0 $51K 0.00% NEW $52.47 -15.4%
66 CNC CENTENE CORP DEL Healthcare 900.0 $37K NEW $41.21 +48.1%
67 MLM MARTIN MARIETTA MATLS INC Basic Materials 57.0 $36K NEW $631.42 -3.5%
68 CARR CARRIER GLOBAL CORPORATION Industrials 510.0 $27K NEW $53.43 +34.4%
69 IQVIA HLDGS INC 84.0 $19K NEW $227.69
70 IEMG ISHARES INC 318.0 $18K NEW $57.31 +49.4%
71 NKE NIKE INC Consumer Cyclical 316.0 $17K NEW $55.17 -18.1%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 400.0 $14K NEW $34.62 +31.1%
73 LMT LOCKHEED MARTIN CORP Industrials 28.0 $14K NEW $488.00 +4.7%
74 HOLOGIC INC 157.0 $12K NEW $74.54
75 VICI VICI PPTYS INC Real Estate 380.0 $11K NEW $28.34 -7.3%
76 CTRA COTERRA ENERGY INC Energy 348.0 $9K NEW $26.56 +22.6%
77 TEAM ATLASSIAN CORPORATION Technology 50.0 $8K NEW $162.94 -49.2%
78 PNC PNC FINL SVCS GROUP INC Financial Services 35.0 $7K NEW $211.06 +9.9%
79 ALGN ALIGN TECHNOLOGY INC Healthcare 45.0 $7K NEW $158.13 +15.1%
80 NIO NIO INC Consumer Cyclical 1,000.0 $6K NEW $5.50 -8.7%
Page 4 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%