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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 5,190.0 $161K 0.00% -352K -98.5% $31.03 +2.7%
102 ZTS ZOETIS INC Healthcare 1,200.0 $152K 0.00% -250.0 -17.2% $126.41 -37.2%
103 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 766.0 $91K 0.00% -4K -82.1% $118.63 -28.6%
104 IGV ISHARES TR 625.0 $54K 0.00% -3K -83.2% $86.46 +3.1%
105 CMCSA COMCAST CORP NEW Communication Services 1,932.0 $53K 0.00% -4K -68.1% $27.44 -17.3%
106 ADP AUTOMATIC DATA PROCESSING IN Industrials 270.0 $52K 0.00% -2K -87.0% $192.61 +13.6%
107 FISV FISERV INC Technology 141.0 $10K -20K -99.3% $67.54 -27.8%
108 MRNA MODERNA INC Healthcare 200.0 $6K -2K -90.0% $28.14 +119.7%
109 MAIN MAIN STR CAP CORP Financial Services 12,683.0 $60.0 -4K -22.3% $0.00 +1069711.0%
110 BXSL BLACKSTONE SECD LENDING FD Financial Services 31,996.0 $27.0 -9K -22.3% $0.00 +2783552.0%
111 FSK FS KKR CAP CORP Financial Services 50,704.0 $15.0 -39K -43.4% $0.00 +3454532.5%
112 BLUE OWL CAPITAL CORPORATION 52,715.0 $13.0 -15K -22.3% $0.00
Page 6 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%