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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 10 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WMB WILLIAMS COS INC Energy 69,114.0 $4.7M 0.05% +54K +353.9% $68.67 +3.4%
182 CQQQ INVESCO EXCH TRADED FD TR II 86,281.0 $4.7M 0.05% +79K +1028.2% $54.63 -12.2%
183 NUE NUCOR CORP Basic Materials 22,076.0 $4.6M 0.05% +15K +210.6% $210.34 +16.3%
184 HII HUNTINGTON INGALLS INDS INC Industrials 11,626.0 $4.5M 0.05% -5K -31.6% $387.61 -24.0%
185 LQD ISHARES TR 41,004.0 $4.4M 0.05% +11K +38.0% $108.32 -2.0%
186 LANTHEUS HLDGS INC 3,370,000.0 $4.3M 0.05% +400K +13.5% $1.28
187 EQT EQT CORP Energy 87,564.0 $4.2M 0.05% -405K -82.2% $47.61 +13.0%
188 IVV ISHARES TR 6,284.0 $4.1M 0.04% +3K +70.0% $650.29 +18.0%
189 ON SEMICONDUCTOR CORP 2,600,000.0 $4.1M 0.04% -2.3M -46.9% $1.57
190 VTR VENTAS INC Real Estate 60,000.0 $4.0M 0.04% +43K +247.8% $67.13 +39.2%
191 NEM NEWMONT CORP Basic Materials 24,670.0 $3.9M 0.04% +4K +17.8% $157.42 -16.3%
192 VEEV VEEVA SYS INC Healthcare 24,230.0 $3.8M 0.04% +3K +14.2% $157.19 +58.1%
193 INTERDIGITAL INC 1,200,000.0 $3.8M 0.04% +500K +71.4% $3.16
194 MPC MARATHON PETE CORP Energy 16,508.0 $3.8M 0.04% NEW $229.78 +57.8%
195 T AT&T INC Communication Services 109,670.0 $3.8M 0.04% +36K +47.9% $34.21 -24.9%
196 TRP TC ENERGY CORP Energy 60,068.0 $3.7M 0.04% NEW $61.93 +0.2%
197 FIX COMFORT SYS USA INC Industrials 2,306.0 $3.6M 0.04% -704.0 -23.4% $1575.59 +2.2%
198 ADI ANALOG DEVICES INC Technology 9,449.0 $3.6M 0.04% -4K -31.8% $384.00 -3.3%
199 SLB SCHLUMBERGER LTD Energy 79,325.0 $3.5M 0.04% +70K +736.2% $44.33 +21.8%
200 XYL XYLEM INC Industrials 30,793.0 $3.5M 0.04% -4K -12.5% $114.07 +0.1%
Page 10 of 25  ·  491 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%