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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 23 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ARTY ISHARES TR 1,243.0 $51K 0.00% $41.39 +90.6%
442 IPAY AMPLIFY ETF TR 964.0 $51K 0.00% NEW $52.47 -15.4%
443 IHE ISHARES TR 660.0 $48K 0.00% $72.78 +26.2%
444 BDX BECTON DICKINSON & CO Healthcare 289.0 $42K +59.0 +25.6% $145.19 -0.8%
445 CNC CENTENE CORP DEL Healthcare 900.0 $37K NEW $41.21 +48.1%
446 MLM MARTIN MARIETTA MATLS INC Basic Materials 57.0 $36K NEW $631.42 -3.5%
447 CHWY CHEWY INC Consumer Cyclical 1,000.0 $33K $32.85 -44.6%
448 JD JD.COM INC Consumer Cyclical 1,180.0 $29K $24.42 +12.9%
449 CARR CARRIER GLOBAL CORPORATION Industrials 510.0 $27K NEW $53.43 +34.4%
450 XLY SELECT SECTOR SPDR TR 260.0 $27K +130.0 +100.0% $102.36 +14.5%
451 QS QUANTUMSCAPE CORP Consumer Cyclical 2,000.0 $21K $10.38 -22.5%
452 EOG EOG RES INC Energy 192.0 $20K $105.66 +23.0%
453 IQVIA HLDGS INC 84.0 $19K NEW $227.69
454 DOG PROSHARES TR 1,000.0 $18K $18.45 +19.7%
455 IEMG ISHARES INC 318.0 $18K NEW $57.31 +49.4%
456 NKE NIKE INC Consumer Cyclical 316.0 $17K NEW $55.17 -18.1%
457 CVS CVS HEALTH CORP Healthcare 213.0 $17K $79.85 +23.1%
458 VZ VERIZON COMMUNICATIONS INC Communication Services 400.0 $14K NEW $34.62 +31.1%
459 LMT LOCKHEED MARTIN CORP Industrials 28.0 $14K NEW $488.00 +4.7%
460 VEON LTD 319.0 $13K $41.85
Page 23 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%