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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 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TTEK TETRA TECH INC NEW Industrials 90,150.0 $3.1M 0.04% -13K -13.0% $34.11 -20.8%
62 VLTO VERALTO CORP Industrials 27,646.0 $2.8M 0.03% -4K -11.5% $101.50 -17.9%
63 TLN TALEN ENERGY CORP Utilities 9,092.0 $2.7M 0.03% -5K -36.4% $299.75 +45.8%
64 ALNYLAM PHARMACEUTICALS INC 1,980,000.0 $2.5M 0.03% -50K -2.5% $1.26
65 ADVANCED ENERGY INDS 1,695,000.0 $2.4M 0.03% -30K -1.7% $1.44
66 WAB WABTEC Industrials 11,019.0 $2.4M 0.03% -3K -22.2% $217.16 +27.1%
67 FIX COMFORT SYS USA INC Industrials 3,010.0 $2.3M 0.03% -2K -37.5% $748.98 +164.0%
68 STRL STERLING INFRASTRUCTURE INC Industrials 9,200.0 $2.2M 0.03% -3K -27.3% $243.36 +257.2%
69 VSEC VSE CORP Industrials 15,861.0 $2.2M 0.03% -17K -51.6% $138.42 +55.6%
70 LNG CHENIERE ENERGY INC Energy 11,355.0 $2.1M 0.03% -977.0 -7.9% $187.57 +21.4%
71 BMO BANK MONTREAL QUE Financial Services 14,862.0 $2.0M 0.02% -8K -33.6% $131.53 +30.1%
72 CCK CROWN HLDGS INC Consumer Cyclical 18,648.0 $1.9M 0.02% -5K -22.2% $103.75 -1.7%
73 MCK MCKESSON CORP Healthcare 2,308.0 $1.9M 0.02% -956.0 -29.3% $805.53 -6.7%
74 IONIS PHARMACEUTICALS INC 1,325,000.0 $1.8M 0.02% -100K -7.0% $1.36
75 PSTG PURE STORAGE INC Technology 24,609.0 $1.7M 0.02% -4K -14.3% $68.43 +26.0%
76 HUBB HUBBELL INC Industrials 3,675.0 $1.7M 0.02% -1K -22.2% $451.39 +16.1%
77 SYK STRYKER CORPORATION Healthcare 4,592.0 $1.6M 0.02% -2K -31.8% $352.50 -12.2%
78 WDAY WORKDAY INC Technology 6,981.0 $1.5M 0.02% -23K -76.3% $218.99 -46.1%
79 BANK AMERICA CORP 1,415.0 $1.5M 0.02% -65.0 -4.4% $1064.77
80 STN STANTEC INC Industrials 15,260.0 $1.5M 0.02% -2K -10.1% $96.29 -29.2%
Page 4 of 6  ·  112 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%