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Portfolio (Quarterly) Guide ↗

Union Bancaire Privee, UBP SA

· CIK 0001716607
13F Portfolio $7.0B AUM Filed Oct 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 488 New
Page 16 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PCTY PAYLOCITY HLDG CORP Technology 3,556.0 $582K 0.01% NEW $163.69 -34.6%
302 HLI HOULIHAN LOKEY INC Financial Services 2,817.0 $580K 0.01% NEW $205.97 -27.0%
303 AEP AMERICAN ELEC PWR CO INC Utilities 6,070.0 $578K 0.01% NEW $95.26 +34.0%
304 POOL POOL CORP Industrials 1,880.0 $575K 0.01% NEW $305.86 -42.7%
305 WFG WEST FRASER TIMBER CO LTD Basic Materials 8,536.0 $571K 0.01% NEW $66.91 -11.5%
306 FTV FORTIVE CORP Technology 13,416.0 $564K 0.01% NEW $42.05 +39.6%
307 AXON ENTERPRISE INC 210,000.0 $564K 0.01% NEW $2.69
308 IVV ISHARES TR 1,057.0 $561K 0.01% NEW $530.64 +39.8%
309 IXC ISHARES TR 13,497.0 $561K 0.01% NEW $41.53 +37.7%
310 TRGP TARGA RES CORP Energy 3,656.0 $555K 0.01% NEW $151.92 +79.0%
311 MU MICRON TECHNOLOGY INC Technology 3,900.0 $551K 0.01% NEW $141.29 +412.9%
312 AES AES CORP Utilities 47,432.0 $546K 0.01% NEW $11.52 +26.1%
313 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,070.0 $523K 0.01% NEW $252.80 -11.8%
314 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,464.0 $520K 0.01% NEW $95.16 +37.0%
315 VRRM VERRA MOBILITY CORP Technology 21,172.0 $518K 0.01% NEW $24.48 -46.5%
316 CNM CORE & MAIN INC Industrials 9,787.0 $517K 0.01% NEW $52.82 -12.7%
317 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,144.0 $510K 0.01% NEW $36.07 +58.9%
318 CLOA BLACKROCK ETF TRUST II 9,615.0 $500K 0.01% NEW $52.01 -0.2%
319 HACK AMPLIFY ETF TR 5,681.0 $493K 0.01% NEW $86.80 +5.1%
320 ARM ARM HOLDINGS PLC Technology 3,515.0 $491K 0.01% NEW $139.62 +54.1%
Page 16 of 25  ·  488 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 45.0%
Financial Services 18.5%
Communication Services 9.5%
Consumer Cyclical 8.5%
Industrials 6.9%
Healthcare 4.8%
Consumer Defensive 2.3%
Basic Materials 1.3%
Real Estate 1.3%
Energy 1.1%