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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 14 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 UBER UBER TECHNOLOGIES INC Technology 23,336.0 $1.6M 0.02% -10K -29.5% $69.89 +13.5%
262 INFY INFOSYS LTD Technology 159,436.0 $1.6M 0.02% +8K +5.0% $9.88 +19.7%
263 COIN COINBASE GLOBAL INC Financial Services 12,684.0 $1.6M 0.02% -474.0 -3.6% $122.56 +46.4%
264 BANK AMERICA CORP 1,415.0 $1.5M 0.02% $1095.07
265 CW CURTISS WRIGHT CORP Industrials 1,750.0 $1.5M 0.02% NEW $876.60 -29.8%
266 SYK STRYKER CORPORATION Healthcare 4,592.0 $1.5M 0.02% $332.71 -1.5%
267 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 32,000.0 $1.5M 0.02% NEW $47.61 +38.1%
268 FTV FORTIVE CORP Technology 27,602.0 $1.5M 0.02% -1K -3.8% $53.54 +12.9%
269 IGIB ISHARES TR 27,647.0 $1.5M 0.02% +2K +9.4% $53.38 -2.2%
270 CANADIAN PACIFIC KANSAS CITY 19,130.0 $1.5M 0.02% -748.0 -3.8% $76.55
271 EL LAUDER ESTEE COS INC Consumer Defensive 18,573.0 $1.4M 0.02% NEW $77.82 +33.8%
272 WY WEYERHAEUSER CO MTN BE Real Estate 57,693.0 $1.4M 0.02% +1K +2.5% $24.87 -1.9%
273 BIDU BAIDU INC Communication Services 14,226.0 $1.4M 0.01% -3K -18.8% $97.72 -5.7%
274 PYPL PAYPAL HLDGS INC Financial Services 37,877.0 $1.4M 0.01% +307.0 +0.8% $35.97 +71.5%
275 FAST FASTENAL CO Industrials 31,079.0 $1.3M 0.01% -437K -93.4% $43.23 +18.6%
276 VMI VALMONT INDS INC Industrials 2,340.0 $1.3M 0.01% +935.0 +66.5% $568.75 -15.3%
277 IRM IRON MTN INC DEL Real Estate 13,432.0 $1.3M 0.01% NEW $96.03 +26.2%
278 VGT VANGUARD WORLD FD 11,048.0 $1.3M 0.01% +10K +891.7% $116.50 -0.1%
279 MWA MUELLER WTR PRODS INC Industrials 48,804.0 $1.3M 0.01% -2K -4.1% $26.05 -3.4%
280 STN STANTEC INC Industrials 18,372.0 $1.2M 0.01% +3K +20.4% $67.48 +10.0%
Page 14 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%