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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 9 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACWI ISHARES TR 27,473.0 $4.5M 0.05% +13K +84.1% $163.81 -3.8%
162 WELL WELLTOWER INC Real Estate 29,950.0 $4.5M 0.05% NEW $148.70 +39.5%
163 SEAGATE HDD CAYMAN 1,520,000.0 $4.4M 0.05% -475K -23.8% $2.92
164 TRGP TARGA RES CORP Energy 26,526.0 $4.3M 0.05% +23K +625.5% $162.64 +58.8%
165 SNPS SYNOPSYS INC Technology 10,136.0 $4.3M 0.05% -8K -45.5% $422.02 +8.2%
166 SMH VANECK ETF TRUST 14,245.0 $4.2M 0.05% +13K +862.5% $294.74 +123.9%
167 NUTANIX INC 4,360,000.0 $4.2M 0.05% +275K +6.7% $0.96
168 BK BANK NEW YORK MELLON CORP Financial Services 42,883.0 $4.0M 0.05% NEW $92.44 +53.5%
169 KLAC KLA CORP Technology 3,864.0 $3.9M 0.05% +3K +861.2% $1006.15 -74.0%
170 CRWD CROWDSTRIKE HLDGS INC Technology 9,216.0 $3.9M 0.05% +9K +3907.0% $420.66 +61.7%
171 VEEV VEEVA SYS INC Healthcare 21,227.0 $3.8M 0.04% +6K +37.0% $179.46 -15.1%
172 ADI ANALOG DEVICES INC Technology 13,859.0 $3.7M 0.04% +678.0 +5.1% $268.38 +59.9%
173 CLH CLEAN HARBORS INC Industrials 15,137.0 $3.6M 0.04% -2K -9.5% $240.21 +19.4%
174 DE DEERE & CO Industrials 7,973.0 $3.6M 0.04% -2K -21.7% $452.61 +30.1%
175 CHESAPEAKE ENERGY CORP 28,930.0 $3.6M 0.04% +16K +120.9% $123.98
176 FCX FREEPORT-MCMORAN INC Basic Materials 72,152.0 $3.5M 0.04% +49K +213.7% $48.95 +40.5%
177 SPOTIFY USA INC 3,590,000.0 $3.5M 0.04% +1.7M +87.0% $0.96
178 BE BLOOM ENERGY CORP Industrials 48,622.0 $3.4M 0.04% -31K -39.1% $69.53 +362.5%
179 CME CME GROUP INC Financial Services 13,486.0 $3.3M 0.04% $245.64 +0.5%
180 LQD ISHARES TR 29,704.0 $3.2M 0.04% +2K +9.2% $108.85 +0.2%
Page 9 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%