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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 9 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KGC KINROSS GOLD CORP Basic Materials 253,835.0 $5.9M 0.07% -476K -65.2% $23.29 +41.6%
162 PDD PDD HOLDINGS INC Consumer Cyclical 85,008.0 $5.9M 0.06% -2K -2.5% $69.41 +25.5%
163 NMFC NEW MTN FIN CORP Financial Services 5,193.0 $5.9M 0.06% -17K -76.8% $1135.38 -99.3%
164 ODFL OLD DOMINION FREIGHT LINE IN Industrials 28,259.0 $5.9M 0.06% -12K -30.3% $207.50 -2.9%
165 MOD MODINE MFG CO Consumer Cyclical 25,566.0 $5.9M 0.06% +19K +282.5% $229.35 -17.9%
166 UCTT ULTRA CLEAN HLDGS INC Technology 55,316.0 $5.8M 0.06% NEW $105.68 -31.1%
167 IGSB ISHARES TR 112,148.0 $5.8M 0.06% +3K +3.2% $51.75 +0.8%
168 HALOZYME THERAPEUTICS INC 4,605,000.0 $5.8M 0.06% -160K -3.4% $1.25
169 XLV SELECT SECTOR SPDR TR 35,568.0 $5.7M 0.06% +32K +973.6% $160.74 +8.7%
170 GSBD GOLDMAN SACHS BDC INC Financial Services 3,713.0 $5.7M 0.06% -12K -76.8% $1531.63 -99.3%
171 NUTANIX INC 5,810,000.0 $5.6M 0.06% +1.4M +33.3% $0.97
172 IGM ISHARES TR 41,725.0 $5.4M 0.06% NEW $129.29 +21.1%
173 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 75,375.0 $5.4M 0.06% -13K -15.0% $71.31 +30.5%
174 LNG CHENIERE ENERGY INC Energy 22,460.0 $5.4M 0.06% +11K +97.8% $238.91 +17.5%
175 STRL STERLING INFRASTRUCTURE INC Industrials 8,020.0 $5.3M 0.06% -1K -12.8% $657.96 -24.5%
176 AGX ARGAN INC Industrials 7,930.0 $5.1M 0.06% NEW $640.01 -26.7%
177 BRIDGEBIO PHARMA INC 3,390,000.0 $5.1M 0.06% +2.3M +206.8% $1.49
178 CTVA CORTEVA INC Basic Materials 68,002.0 $5.1M 0.06% NEW $74.35 +11.4%
179 DE DEERE & CO Industrials 8,626.0 $5.0M 0.06% +653.0 +8.2% $585.29 +10.8%
180 ADBE ADOBE INC Technology 15,094.0 $5.0M 0.05% +3K +25.7% $328.87 -16.0%
Page 9 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%