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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 11 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMKR AMKOR TECHNOLOGY INC Technology 49,811.0 $3.4M 0.04% NEW $67.57 -29.1%
202 TECK TECK RESOURCES LTD Basic Materials 63,048.0 $3.3M 0.04% +39K +167.6% $52.16 +34.6%
203 SEI SOLARIS ENERGY INFRAS INC Energy 46,708.0 $3.3M 0.04% NEW $69.82 -23.3%
204 APH AMPHENOL CORP NEW Technology 21,393.0 $3.2M 0.04% -28K -56.7% $149.33 +4.2%
205 OTIS OTIS WORLDWIDE CORP Industrials 24,802.0 $3.2M 0.04% +11K +81.5% $128.09 -43.6%
206 ORA ORMAT TECHNOLOGIES INC Utilities 30,634.0 $3.1M 0.03% NEW $101.78 +3.6%
207 XLY SELECT SECTOR SPDR TR 26,620.0 $3.1M 0.03% +26K +10000.0% $116.98 +1.1%
208 IEI ISHARES TR 25,327.0 $3.0M 0.03% +3K +11.9% $117.78 -1.1%
209 WMS ADVANCED DRAIN SYS INC DEL Industrials 19,233.0 $2.9M 0.03% -2K -8.0% $153.10 -8.3%
210 APG API GROUP CORP Industrials 81,597.0 $2.9M 0.03% -5K -5.3% $35.98 +13.2%
211 TSLA TESLA INC Consumer Cyclical 7,317.0 $2.8M 0.03% -4K -35.8% $388.29 -10.1%
212 TTEK TETRA TECH INC NEW Industrials 96,674.0 $2.8M 0.03% +7K +7.2% $28.91 +27.5%
213 HEI HEICO CORP NEW Industrials 7,730.0 $2.8M 0.03% +3K +65.4% $361.02 -2.3%
214 BX BLACKSTONE INC Financial Services 12,068.0 $2.7M 0.03% +889.0 +8.0% $225.65 -36.4%
215 VLTO VERALTO CORP Industrials 30,465.0 $2.7M 0.03% +3K +10.2% $88.40 +12.4%
216 SE SEA LTD Consumer Cyclical 32,276.0 $2.7M 0.03% -26K -44.4% $83.24 +39.0%
217 MTN VAIL RESORTS INC Consumer Cyclical 19,600.0 $2.7M 0.03% $136.15 +10.2%
218 BMO BANK MONTREAL QUE Financial Services 15,101.0 $2.6M 0.03% +239.0 +1.6% $175.12 -1.6%
219 CLH CLEAN HARBORS INC Industrials 8,812.0 $2.6M 0.03% -6K -41.8% $299.22 +4.9%
220 SBUX STARBUCKS CORP Consumer Cyclical 3,200.0 $2.6M 0.03% -175.0 -5.2% $815.37 -86.8%
Page 11 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%