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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 21 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TLT ISHARES TR 2,000.0 $141K 0.00% $70.71 +17.8%
402 EMBJ EMBRAER S.A. Industrials 2,369.0 $140K 0.00% -374K -99.4% $59.17 +26.3%
403 VAW VANGUARD WORLD FD 700.0 $140K 0.00% -300.0 -30.0% $199.44 +19.9%
404 EQNR EQUINOR ASA Energy 5,100.0 $139K 0.00% $27.26 +51.9%
405 RMBS RAMBUS INC DEL Technology 1,087.0 $135K 0.00% NEW $123.90 -27.7%
406 TOL TOLL BROTHERS INC Consumer Cyclical 121,100.0 $121K 0.00% $1.00 +14766.0%
407 TD TORONTO DOMINION BK ONT Financial Services 1,133.0 $119K 0.00% $105.35 +12.3%
408 MARRIOTT VACATIONS WORLDWIDE 118,000.0 $116K 0.00% $0.99
409 NVTS NAVITAS SEMICONDUCTOR CORP Technology 6,512.0 $116K 0.00% NEW $17.74 -27.3%
410 BN BROOKFIELD CORP Financial Services 3,060.0 $113K 0.00% $36.89 +13.6%
411 BP BP PLC Energy 3,000.0 $113K 0.00% $37.58 +14.6%
412 LMND LEMONADE INC Financial Services 1,745.0 $109K 0.00% $62.18 -14.3%
413 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,156.0 $99K 0.00% -1K -51.1% $85.97 +3.4%
414 INVH INVITATION HOMES INC Real Estate 4,000.0 $99K 0.00% NEW $24.73 +22.0%
415 DHI D R HORTON INC Consumer Cyclical 771.0 $96K 0.00% -95.0 -11.0% $123.98 +20.0%
416 BKR BAKER HUGHES COMPANY Energy 2,233.0 $95K 0.00% NEW $42.51 +47.3%
417 HDV ISHARES TR 4,350.0 $91K 0.00% +3K +400.0% $20.90 +42.6%
418 ABVX ABIVAX SA Healthcare 1,100.0 $86K 0.00% +600.0 +120.0% $77.74 +52.1%
419 GSK GSK PLC Healthcare 1,600.0 $83K 0.00% +1K +700.0% $51.99 -0.2%
420 ARKG ARK ETF TR 1,910.0 $81K 0.00% $42.44 +18.0%
Page 21 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%