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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 15 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PCTY PAYLOCITY HLDG CORP Technology 7,552.0 $1.2M 0.01% +4K +112.4% $153.82 -34.3%
282 XLK SELECT SECTOR SPDR TR 7,774.0 $1.1M 0.01% +4K +100.0% $145.41 +31.7%
283 ICICI BANK LIMITED 37,184.0 $1.1M 0.01% +5K +15.5% $29.85
284 INDA ISHARES TR 89,810.0 $1.1M 0.01% +8K +9.8% $12.32 +302.6%
285 SCI SERVICE CORP INTL Consumer Cyclical 14,141.0 $1.1M 0.01% +6K +69.0% $77.99 -6.9%
286 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 12,026.0 $1.1M 0.01% +5K +81.0% $91.47 -6.8%
287 MSCI MSCI INC Financial Services 1,873.0 $1.1M 0.01% +694.0 +58.9% $585.76 -0.8%
288 BALL BALL CORP Consumer Cyclical 20,223.0 $1.1M 0.01% +338.0 +1.7% $53.16 +8.6%
289 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,140.0 $1.1M 0.01% +1K +37.0% $206.83 +75.8%
290 DROPBOX INC 1,228,000.0 $1.1M 0.01% -522K -29.8% $0.86
291 CPRT COPART INC Industrials 26,643.0 $1.1M 0.01% +5K +22.4% $39.49 -23.4%
292 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 13,386.0 $1.0M 0.01% NEW $77.41 +18.0%
293 NUE NUCOR CORP Basic Materials 7,108.0 $1.0M 0.01% +6K +468.2% $145.43 +67.7%
294 TDG TRANSDIGM GROUP INC Industrials 970.0 $1.0M 0.01% +93.0 +10.6% $1064.06 +24.8%
295 VTR VENTAS INC Real Estate 17,251.0 $1.0M 0.01% NEW $59.01 +39.2%
296 LEMB ISHARES INC 24,352.0 $1.0M 0.01% +239.0 +1.0% $41.56 +2.1%
297 IEF ISHARES TR 10,457.0 $1.0M 0.01% NEW $96.48 -2.2%
298 URTH ISHARES INC 6,167.0 $1.0M 0.01% -2K -21.4% $163.24 +24.2%
299 PCG PG&E CORP Utilities 70,652.0 $998K 0.01% NEW $14.13 +16.7%
300 TECK TECK RESOURCES LTD Basic Materials 23,560.0 $992K 0.01% +15K +172.8% $42.11 +52.8%
Page 15 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%