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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 8 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLD PROLOGIS INC. Real Estate 63,771.0 $6.1M 0.07% NEW $96.22 +45.7%
142 IGSB ISHARES TR 108,678.0 $5.6M 0.07% +81K +289.0% $51.85 +0.8%
143 HALOZYME THERAPEUTICS INC 4,765,000.0 $5.4M 0.07% +400K +9.2% $1.14
144 APP APPLOVIN CORP Technology 9,856.0 $5.4M 0.06% -4K -27.4% $548.69 -14.3%
145 APH AMPHENOL CORP NEW Technology 49,376.0 $5.3M 0.06% +1K +2.7% $107.73 +51.1%
146 URA GLOBAL X FDS 154,687.0 $5.2M 0.06% +39K +33.5% $33.86 +40.2%
147 PFE PFIZER INC Healthcare 161,930.0 $5.0M 0.06% +26K +19.6% $31.06 -18.5%
148 CRS CARPENTER TECHNOLOGY CORP Industrials 19,730.0 $5.0M 0.06% NEW $252.00 +132.4%
149 ON SEMICONDUCTOR CORP 4,900,000.0 $4.9M 0.06% $1.01
150 DUK DUKE ENERGY CORP NEW Utilities 38,299.0 $4.8M 0.06% -2K -6.0% $126.06 -2.4%
151 TSLA TESLA INC Consumer Cyclical 11,392.0 $4.7M 0.06% +1K +14.0% $413.83 -4.3%
152 HII HUNTINGTON INGALLS INDS INC Industrials 16,995.0 $4.7M 0.06% +1K +8.0% $277.38 +2.0%
153 MAR MARRIOTT INTL INC NEW Consumer Cyclical 19,961.0 $4.7M 0.06% +4K +23.6% $235.35 +69.1%
154 WFC WELLS FARGO CO NEW Financial Services 50,770.0 $4.7M 0.06% -15K -22.9% $92.48 -10.3%
155 XYL XYLEM INC Industrials 35,202.0 $4.7M 0.06% +6K +22.1% $132.87 -16.0%
156 GLW CORNING INC Technology 65,508.0 $4.6M 0.06% -49K -42.7% $70.28 +176.5%
157 RL RALPH LAUREN CORP Consumer Cyclical 16,100.0 $4.6M 0.05% NEW $283.68 +45.3%
158 DLTR DOLLAR TREE INC Consumer Defensive 46,520.0 $4.6M 0.05% NEW $98.09 +13.4%
159 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 88,690.0 $4.6M 0.05% -237K -72.8% $51.41 +86.5%
160 VHT VANGUARD WORLD FD 19,733.0 $4.5M 0.05% NEW $228.95 +22.4%
Page 8 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%