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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 23 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CHRW C H ROBINSON WORLDWIDE INC Industrials 252.0 $41K NEW $164.35 -13.1%
442 ICLN ISHARES TR 2,365.0 $41K NEW $17.40 +0.2%
443 SNA SNAP ON INC Industrials 110.0 $40K NEW $359.59 +9.7%
444 TGT TARGET CORP Consumer Defensive 318.0 $40K NEW $124.33 +36.6%
445 ITW ILLINOIS TOOL WKS INC Industrials 162.0 $39K NEW $241.99 +17.3%
446 CHD CHURCH & DWIGHT CO INC Consumer Defensive 438.0 $39K NEW $89.37 +14.7%
447 FDS FACTSET RESH SYS INC Financial Services 182.0 $38K NEW $210.31 +45.2%
448 MTCH MATCH GROUP INC NEW Communication Services 1,064.0 $36K NEW $34.24 +21.9%
449 LOW LOWES COS INC Consumer Cyclical 182.0 $36K NEW $200.04 +8.5%
450 HSY HERSHEY CO Consumer Defensive 222.0 $36K NEW $162.96 +16.6%
451 PAYC PAYCOM SOFTWARE INC Technology 308.0 $36K NEW $116.01 +97.9%
452 TYL TYLER TECHNOLOGIES INC Technology 124.0 $33K NEW $264.74 +34.4%
453 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,200.0 $32K -4K -76.9% $26.66 +42.7%
454 ETHE GRAYSCALE ETHEREUM TR ETH Financial Services 3,000.0 $32K $10.62 +87.5%
455 CF CF INDS HLDGS INC Basic Materials 322.0 $31K NEW $95.46 +35.4%
456 HCA HCA HEALTHCARE INC Healthcare 95.0 $28K -444.0 -82.4% $296.17 +44.9%
457 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 784.0 $28K NEW $35.68 +74.3%
458 FICO FAIR ISAAC CORP Technology 31.0 $28K -269.0 -89.7% $888.90 +31.2%
459 S SENTINELONE INC Technology 2,000.0 $27K NEW $13.53 +53.9%
460 BDX BECTON DICKINSON & CO Healthcare 230.0 $27K -59.0 -20.4% $117.15 +62.8%
Page 23 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%