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Portfolio (Quarterly) Guide ↗

Union Bancaire Privee, UBP SA

· CIK 0001716607
13F Portfolio $9.2B AUM 491 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 76 New 155 Added 185 Reduced 88 Exited
Page 5 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STRL STERLING INFRASTRUCTURE INC Industrials 8,020.0 $5.3M 0.06% -1K -12.8% $657.96 -24.5%
82 HII HUNTINGTON INGALLS INDS INC Industrials 11,626.0 $4.5M 0.05% -5K -31.6% $387.61 -24.0%
83 EQT EQT CORP Energy 87,564.0 $4.2M 0.05% -405K -82.2% $47.61 +13.0%
84 ON SEMICONDUCTOR CORP 2,600,000.0 $4.1M 0.04% -2.3M -46.9% $1.57
85 FIX COMFORT SYS USA INC Industrials 2,306.0 $3.6M 0.04% -704.0 -23.4% $1575.59 +2.2%
86 ADI ANALOG DEVICES INC Technology 9,449.0 $3.6M 0.04% -4K -31.8% $384.00 -3.3%
87 XYL XYLEM INC Industrials 30,793.0 $3.5M 0.04% -4K -12.5% $114.07 +0.1%
88 APH AMPHENOL CORP NEW Technology 21,393.0 $3.2M 0.04% -28K -56.7% $149.33 +4.2%
89 WMS ADVANCED DRAIN SYS INC DEL Industrials 19,233.0 $2.9M 0.03% -2K -8.0% $153.10 -8.3%
90 APG API GROUP CORP Industrials 81,597.0 $2.9M 0.03% -5K -5.3% $35.98 +13.2%
91 TSLA TESLA INC Consumer Cyclical 7,317.0 $2.8M 0.03% -4K -35.8% $388.29 -10.1%
92 SE SEA LTD Consumer Cyclical 32,276.0 $2.7M 0.03% -26K -44.4% $83.24 +39.0%
93 CLH CLEAN HARBORS INC Industrials 8,812.0 $2.6M 0.03% -6K -41.8% $299.22 +4.9%
94 SBUX STARBUCKS CORP Consumer Cyclical 3,200.0 $2.6M 0.03% -175.0 -5.2% $815.37 -86.8%
95 BSX BOSTON SCIENTIFIC CORP Healthcare 62,129.0 $2.6M 0.03% -186K -75.0% $41.60 +17.8%
96 WAB WABTEC Industrials 9,421.0 $2.5M 0.03% -2K -14.5% $269.53 +10.4%
97 ABT ABBOTT LABS Healthcare 15,922.0 $2.5M 0.03% -176K -91.7% $159.38 -26.8%
98 SFM SPROUTS FMRS MKT INC Consumer Defensive 29,290.0 $2.4M 0.03% -6K -16.2% $81.34 +5.9%
99 PEP PEPSICO INC Consumer Defensive 17,301.0 $2.3M 0.03% -16K -47.6% $130.57 +10.8%
100 IWM ISHARES TR 7,424.0 $2.2M 0.02% -525.0 -6.6% $295.99 +0.7%
Page 5 of 10  ·  185 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 51.2%
Financial Services 11.4%
Communication Services 7.8%
Industrials 7.6%
Healthcare 6.1%
Consumer Cyclical 5.9%
Consumer Defensive 3.3%
Utilities 2.6%
Energy 2.1%
Real Estate 1.0%