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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 22 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARTY ISHARES TR 1,243.0 $81K 0.00% $64.88 +13.7%
422 SYRE SPYRE THERAPEUTICS INC Healthcare 880.0 $79K 0.00% NEW $90.16 +21.1%
423 VTRS VIATRIS INC Healthcare 6,000.0 $79K 0.00% NEW $13.12 +26.4%
424 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 10,000.0 $77K 0.00% NEW $7.72 +26.6%
425 BXMT BLACKSTONE MTG TR INC Real Estate 5,000.0 $76K 0.00% $15.25 -7.9%
426 TMUS T-MOBILE US INC Communication Services 500.0 $76K 0.00% -12K -96.0% $152.30 +19.6%
427 SRE SEMPRA Utilities 761.0 $71K 0.00% $93.91 -10.2%
428 NVS NOVARTIS AG Healthcare 600.0 $71K 0.00% $118.96 +34.4%
429 XME SPDR SER TR 650.0 $69K 0.00% NEW $106.52 +11.8%
430 ARKX ARK ETF TR 2,500.0 $67K 0.00% NEW $26.79 +21.3%
431 ALB ALBEMARLE CORP Basic Materials 500.0 $65K 0.00% $129.72 +4.2%
432 DGX QUEST DIAGNOSTICS INC Healthcare 380.0 $61K 0.00% -8K -95.7% $160.52 +51.4%
433 IHE ISHARES TR 660.0 $58K 0.00% $87.66 +23.0%
434 WDAY WORKDAY INC Technology 509.0 $56K 0.00% -6K -92.7% $110.61 +76.1%
435 DROPBOX INC 53,000.0 $53K 0.00% -1.2M -95.7% $1.00
436 BK BANK NEW YORK MELLON CORP Financial Services 411.0 $52K 0.00% -42K -99.0% $125.89 +12.7%
437 DLTR DOLLAR TREE INC Consumer Defensive 432.0 $48K 0.00% -46K -99.1% $111.51 +19.6%
438 ADP AUTOMATIC DATA PROCESSING IN Industrials 270.0 $46K 0.00% $169.83 +66.0%
439 IPGP IPG PHOTONICS CORP Technology 500.0 $45K NEW $89.66 -20.6%
440 NTAP NETAPP INC Technology 322.0 $44K NEW $135.75 +38.5%
Page 22 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%