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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 15 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRM SALESFORCE INC Technology 8,359.0 $1.2M 0.01% -47K -84.8% $148.05 +38.9%
282 CACI CACI INTL INC Technology 1,954.0 $1.2M 0.01% -1K -37.4% $629.24 -2.7%
283 SUI SUN CMNTYS INC Real Estate 14,000.0 $1.2M 0.01% NEW $85.30 +47.6%
284 GDX VANECK ETF TRUST 16,013.0 $1.2M 0.01% -81K -83.4% $74.28 +42.1%
285 TRMB TRIMBLE INC Technology 23,237.0 $1.2M 0.01% +5K +28.6% $50.70 +17.2%
286 URTH ISHARES INC 6,502.0 $1.2M 0.01% +335.0 +5.4% $179.41 +16.7%
287 IGV ISHARES TR 14,371.0 $1.2M 0.01% +14K +2199.4% $80.52 +26.5%
288 AXP AMERICAN EXPRESS CO Financial Services 4,081.0 $1.1M 0.01% -48.0 -1.2% $275.81 +21.8%
289 AXON AXON ENTERPRISE INC Industrials 2,140.0 $1.1M 0.01% +743.0 +53.2% $513.92 +19.3%
290 DRS LEONARDO DRS INC Industrials 18,747.0 $1.1M 0.01% -14K -43.5% $57.96 -34.2%
291 TDG TRANSDIGM GROUP INC Industrials 588.0 $1.1M 0.01% -382.0 -39.4% $1831.47 -34.9%
292 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 16,302.0 $1.1M 0.01% NEW $65.15 -19.2%
293 SO SOUTHERN CO Utilities 11,483.0 $1.1M 0.01% -16K -57.9% $92.45 -2.7%
294 MRNA MODERNA INC Healthcare 15,200.0 $1.1M 0.01% +15K +7500.0% $69.64 +128.1%
295 EEM ISHARES TR 16,955.0 $1.0M 0.01% -4K -20.1% $61.30 +9.7%
296 BALL BALL CORP Consumer Cyclical 16,568.0 $1.0M 0.01% -4K -18.1% $61.79 +3.7%
297 SEAGATE HDD CAYMAN 106,000.0 $1.0M 0.01% -1.4M -93.0% $9.51
298 IEF ISHARES TR 10,457.0 $994K 0.01% $95.06 -1.6%
299 AGCO AGCO CORP Industrials 8,598.0 $984K 0.01% -96.0 -1.1% $114.46 -3.1%
300 MSI MOTOROLA SOLUTIONS INC Technology 2,197.0 $968K 0.01% -6K -74.0% $440.62 +10.2%
Page 15 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%