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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 14 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FERG FERGUSON ENTERPRISES INC Industrials 7,925.0 $1.4M 0.02% +6K +255.7% $177.34 +34.4%
262 ALBEMARLE CORP 27,500.0 $1.4M 0.02% NEW $50.78
263 FTV FORTIVE CORP Technology 28,678.0 $1.4M 0.02% +15K +113.8% $48.31 +26.3%
264 CENTERPOINT ENERGY INC 1,465,000.0 $1.4M 0.02% $0.95
265 LEIDOS HOLDINGS INC 9,269.0 $1.4M 0.02% +667.0 +7.8% $148.75
266 IGIB ISHARES TR 25,276.0 $1.4M 0.02% -2K -7.7% $54.04 -1.8%
267 CACI CACI INTL INC Technology 3,120.0 $1.4M 0.02% +235.0 +8.2% $435.83 +7.0%
268 WY WEYERHAEUSER CO MTN BE Real Estate 56,291.0 $1.3M 0.02% -5K -8.6% $23.81 +2.2%
269 BLD TOPBUILD CORP Industrials 3,111.0 $1.3M 0.02% -889.0 -22.2% $427.77 -0.3%
270 CANADIAN PACIFIC KANSAS CITY 19,878.0 $1.3M 0.01% $64.25
271 MWA MUELLER WTR PRODS INC Industrials 50,900.0 $1.3M 0.01% +851.0 +1.7% $24.59 +6.3%
272 NVO NOVO-NORDISK A S Healthcare 28,590.0 $1.2M 0.01% +350.0 +1.2% $43.63 -1.0%
273 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 17,516.0 $1.2M 0.01% NEW $71.14 +12.3%
274 HEI HEICO CORP NEW Industrials 4,674.0 $1.2M 0.01% +452.0 +10.7% $265.60 +26.9%
275 AXP AMERICAN EXPRESS CO Financial Services 4,129.0 $1.2M 0.01% +4K +2652.7% $295.09 +14.6%
276 DGX QUEST DIAGNOSTICS INC Healthcare 8,744.0 $1.2M 0.01% NEW $139.27 +40.0%
277 VTI VANGUARD INDEX FDS 3,578.0 $1.2M 0.01% NEW $337.85 +9.5%
278 NI NISOURCE INC Utilities 32,272.0 $1.2M 0.01% +15K +85.2% $36.98 +27.8%
279 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,072.0 $1.2M 0.01% +6K +102.6% $107.17 +17.4%
280 MDLZ MONDELEZ INTL INC Consumer Defensive 9,133.0 $1.2M 0.01% +998.0 +12.3% $128.83 -53.3%
Page 14 of 26  ·  503 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%