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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 21 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ITUB ITAU UNIBANCO HLDG S A Financial Services 22,660.0 $163K 0.00% +660.0 +3.0% $7.20 +8.2%
402 AUPH AURINIA PHARMACEUTICALS INC Healthcare 13,000.0 $163K 0.00% $12.51 +31.5%
403 CMS ENERGY CORP 151,000.0 $162K 0.00% -151K -50.0% $1.07
404 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 5,190.0 $161K 0.00% -352K -98.5% $31.03 +4.7%
405 ZTS ZOETIS INC Healthcare 1,200.0 $152K 0.00% -250.0 -17.2% $126.41 -38.9%
406 RIO RIO TINTO PLC Basic Materials 2,150.0 $147K 0.00% $68.48 +46.1%
407 SHEL SHELL PLC Energy 2,052.0 $146K 0.00% $71.14 +10.8%
408 NTR NUTRIEN LTD Basic Materials 2,679.0 $143K 0.00% $53.21 +18.1%
409 TLT ISHARES TR 2,000.0 $139K 0.00% $69.49 +24.8%
410 SLF SUN LIFE FINANCIAL INC. Financial Services 2,490.0 $133K 0.00% $53.36 +48.0%
411 AIA ISHARES TR 1,350.0 $132K 0.00% NEW $97.96 +52.3%
412 ARCC ARES CAPITAL CORP Financial Services 112,977.0 $132K 0.00% +10K +9.9% $1.16 +1448.5%
413 LMND LEMONADE INC Financial Services 1,745.0 $125K 0.00% $71.80 -18.1%
414 BN BROOKFIELD CORP Financial Services 3,060.0 $120K 0.00% +1K +50.0% $39.37 +12.9%
415 PSQ PROSHARES TR 5,000.0 $118K 0.00% +2K +66.7% $23.68 +6.3%
416 ISHARES TR 3,000.0 $118K 0.00% NEW $39.20
417 MARRIOTT VACATIONS WORLDWIDE 118,000.0 $113K 0.00% $0.95
418 KR KROGER CO Consumer Defensive 2,385.0 $111K 0.00% NEW $46.48 +21.8%
419 DOCU DOCUSIGN INC Technology 1,710.0 $111K 0.00% NEW $64.81 -32.9%
420 SABRE GLBL INC 100,000.0 $104K 0.00% $1.04
Page 21 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%