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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 6 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DHR DANAHER CORPORATION Healthcare 65,662.0 $13.9M 0.17% +62K +1677.5% $212.12 -16.2%
102 VST VISTRA CORP Utilities 97,366.0 $13.8M 0.16% +6K +6.4% $141.40 +12.2%
103 FORTINET INC 176,572.0 $13.6M 0.16% +155K +713.8% $77.01
104 ADSK AUTODESK INC Technology 30,264.0 $13.4M 0.16% -13K -30.4% $442.25 -56.3%
105 CDNS CADENCE DESIGN SYSTEM INC Technology 50,445.0 $13.0M 0.15% +15K +43.1% $258.40 +50.8%
106 HOOD ROBINHOOD MKTS INC Financial Services 137,392.0 $12.8M 0.15% +10K +7.6% $93.05 +13.1%
107 GE GE AEROSPACE Industrials 35,208.0 $12.6M 0.15% -22K -38.5% $357.07 -0.0%
108 SPIB SPDR SER TR 367,836.0 $12.5M 0.15% +4K +1.2% $33.86 -1.6%
109 MS MORGAN STANLEY Financial Services 90,010.0 $12.4M 0.15% +43K +93.1% $137.24 +64.0%
110 AMGN AMGEN INC Healthcare 5,550.0 $12.2M 0.14% +515.0 +10.2% $2207.06 -84.5%
111 OKTA OKTA INC Technology 157,395.0 $12.2M 0.14% +56K +55.2% $77.81 +45.3%
112 FIS FIDELITY NATL INFORMATION SV Technology 190,738.0 $11.9M 0.14% NEW $62.21 -38.0%
113 C CITIGROUP INC Financial Services 102,836.0 $11.4M 0.14% -19K -15.6% $111.31 +29.2%
114 TXN TEXAS INSTRS INC Technology 31,324.0 $10.8M 0.13% +5K +17.6% $345.33 -12.6%
115 VWO VANGUARD INTL EQUITY INDEX F 195,633.0 $10.5M 0.12% +191K +4458.1% $53.66 +11.5%
116 DIS DISNEY WALT CO Communication Services 92,100.0 $10.4M 0.12% +68K +276.4% $113.08 -10.8%
117 VWOB VANGUARD WHITEHALL FDS 152,070.0 $10.2M 0.12% +150K +5898.8% $67.34 -0.3%
118 VLO VALERO ENERGY CORP Energy 64,468.0 $10.0M 0.12% NEW $155.40 +57.1%
119 SJNK SPDR SER TR 392,100.0 $9.9M 0.12% +72K +22.7% $25.32 -1.3%
120 CNI CANADIAN NATL RY CO Industrials 46,312.0 $9.5M 0.11% -1K -2.8% $205.05 -44.4%
Page 6 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%