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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 8 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CBRE CBRE GROUP INC Real Estate 57,500.0 $7.8M 0.09% $136.09 +11.6%
142 CDNS CADENCE DESIGN SYSTEM INC Technology 23,207.0 $7.8M 0.09% -27K -54.0% $336.79 -6.2%
143 GLW CORNING INC Technology 37,762.0 $7.8M 0.09% -28K -42.4% $206.74 -29.6%
144 NI NISOURCE INC Utilities 174,126.0 $7.6M 0.08% +142K +439.6% $43.61 -6.4%
145 DLR DIGITAL RLTY TR INC Real Estate 49,119.0 $7.5M 0.08% +46K +1411.3% $152.94 +23.3%
146 GNRC GENERAC HLDGS INC Industrials 29,514.0 $7.4M 0.08% +16K +117.0% $251.78 -19.2%
147 MRSH MARSH & MCLENNAN COS INC Financial Services 23,950.0 $7.1M 0.08% -2K -6.7% $295.67 -34.2%
148 HD HOME DEPOT INC Consumer Cyclical 14,455.0 $6.8M 0.07% -103K -87.7% $469.52 -28.1%
149 CEG CONSTELLATION ENERGY CORP Utilities 28,043.0 $6.6M 0.07% -19K -40.7% $235.06 +16.3%
150 STM STMICROELECTRONICS N V Technology 108,672.0 $6.6M 0.07% NEW $60.47 -18.4%
151 CCJ CAMECO CORP Energy 70,182.0 $6.5M 0.07% +45K +174.2% $93.23 +9.7%
152 EWJ ISHARES INC 70,214.0 $6.5M 0.07% +37K +108.9% $92.31 +2.7%
153 JLL JONES LANG LASALLE INC Real Estate 20,300.0 $6.4M 0.07% $313.08 +23.7%
154 JBL JABIL INC Technology 19,449.0 $6.3M 0.07% NEW $324.52 -6.0%
155 CSWC CAPITAL SOUTHWEST CORP Financial Services 1,685.0 $6.3M 0.07% -6K -76.8% $3744.16 -99.3%
156 PFE PFIZER INC Healthcare 174,631.0 $6.3M 0.07% +13K +7.8% $35.84 -22.0%
157 XLK SELECT SECTOR SPDR TR 33,614.0 $6.2M 0.07% +26K +332.4% $185.41 -2.9%
158 DDOG DATADOG INC Technology 28,160.0 $6.2M 0.07% -22K -44.4% $218.45 +3.3%
159 WELL WELLTOWER INC Real Estate 35,700.0 $6.1M 0.07% +6K +19.2% $170.30 +40.9%
160 XLI SELECT SECTOR SPDR TR 33,250.0 $6.1M 0.07% NEW $182.76 -2.1%
Page 8 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%