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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 7 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SJNK SPDR SER TR 396,680.0 $9.9M 0.11% +5K +1.2% $25.04 -0.7%
122 XEL XCEL ENERGY INC Utilities 133,964.0 $9.9M 0.11% +92K +216.3% $73.59 +5.1%
123 COHR COHERENT CORP Technology 28,977.0 $9.8M 0.11% -18K -37.8% $337.31 -18.3%
124 SNPS SYNOPSYS INC Technology 23,105.0 $9.7M 0.10% +13K +128.0% $417.90 -5.6%
125 NXT NEXTRACKER INC Technology 96,243.0 $9.5M 0.10% +64K +194.6% $99.05 -14.5%
126 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 3,482.0 $9.5M 0.10% -12K -76.8% $2731.70 -99.3%
127 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 270,086.0 $9.5M 0.10% +172K +174.8% $35.22 +12.1%
128 FCX FREEPORT-MCMORAN INC Basic Materials 162,125.0 $9.3M 0.10% +90K +124.7% $57.56 +35.2%
129 SOXX ISHARES TR 17,029.0 $9.1M 0.10% +14K +449.9% $532.74 -5.0%
130 DIS DISNEY WALT CO Communication Services 91,010.0 $8.9M 0.10% -1K -1.2% $97.68 +13.2%
131 INTU INTUIT Technology 34,150.0 $8.8M 0.10% -64K -65.1% $258.13 +43.3%
132 GAIN GLADSTONE INVT CORP Financial Services 3,570.0 $8.8M 0.10% -12K -76.8% $2451.90 -99.3%
133 MTZ MASTEC INC Industrials 23,412.0 $8.5M 0.09% +9K +66.7% $364.53 -29.9%
134 NOW SERVICENOW INC Technology 94,386.0 $8.5M 0.09% -227K -70.6% $89.83 +42.5%
135 QCOM QUALCOMM INC Technology 28,261.0 $8.5M 0.09% -49K -63.5% $299.22 -47.0%
136 IJR ISHARES TR 56,646.0 $8.3M 0.09% NEW $147.36 -0.4%
137 SITM SITIME CORP Technology 14,375.0 $8.3M 0.09% NEW $574.44 +1.1%
138 LIVE NATION ENTERTAINMENT IN 5,187,000.0 $8.0M 0.09% -375K -6.7% $1.53
139 SMH VANECK ETF TRUST 15,003.0 $7.9M 0.09% +758.0 +5.3% $524.33 +4.3%
140 PLD PROLOGIS INC. Real Estate 73,159.0 $7.8M 0.09% +9K +14.7% $107.14 +33.8%
Page 7 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%