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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 24 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EPAM EPAM SYS INC Technology 368.0 $27K NEW $72.69 +52.2%
462 MCHI ISHARES TR 600.0 $27K -3K -83.2% $44.46 +23.4%
463 JD JD.COM INC Consumer Cyclical 1,180.0 $26K $22.11 +31.2%
464 EOG EOG RES INC Energy 192.0 $25K $131.93 +12.3%
465 IBB ISHARES TR 150.0 $23K -1K -87.0% $153.45 +40.4%
466 IEMG ISHARES INC 318.0 $23K $71.54 +13.9%
467 CMCSA COMCAST CORP NEW Communication Services 974.0 $21K -958.0 -49.6% $21.20 +26.4%
468 CHESAPEAKE ENERGY CORP 242.0 $19K -29K -99.2% $76.64
469 DOG PROSHARES TR 1,000.0 $18K $17.53 +21.6%
470 IQVIA HLDGS INC 101.0 $17K +17.0 +20.2% $169.21
471 VZ VERIZON COMMUNICATIONS INC Communication Services 400.0 $15K $38.61 +29.3%
472 QS QUANTUMSCAPE CORP Consumer Cyclical 2,000.0 $15K $7.59 -23.9%
473 MDLZ MONDELEZ INTL INC Consumer Defensive 242.0 $13K -9K -97.3% $52.66 +20.8%
474 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,720.0 $13K -130K -98.7% $7.40 +17.7%
475 FLOT ISHARES TR 315.0 $12K -5K -94.4% $38.55 +32.3%
476 ABNB AIRBNB INC Consumer Cyclical 82.0 $11K $128.84 +47.5%
477 CPNG COUPANG INC Consumer Cyclical 500.0 $8K $15.39 +6.3%
478 WAT WATERS CORP Healthcare 25.0 $7K -4K -99.4% $278.44 +48.4%
479 NIO NIO INC Consumer Cyclical 1,000.0 $5K $4.95 -10.7%
480 OXY OCCIDENTAL PETE CORP Energy 96.0 $5K NEW $49.09 +20.1%
Page 24 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%