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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 6 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OKTA OKTA INC Technology 101,395.0 $8.2M 0.12% NEW $81.13 +4.2%
102 SJNK SPDR SER TR 319,600.0 $8.2M 0.12% NEW $25.56 -2.4%
103 SNPS SYNOPSYS INC Technology 18,613.0 $8.1M 0.12% NEW $434.40 +14.2%
104 DELL DELL TECHNOLOGIES INC Technology 63,555.0 $7.5M 0.11% NEW $117.34 +107.0%
105 CBRE CBRE GROUP INC Real Estate 57,500.0 $7.3M 0.10% NEW $126.50 +2.4%
106 APP APPLOVIN CORP Technology 13,575.0 $7.3M 0.10% NEW $534.18 -6.4%
107 GLW CORNING INC Technology 114,237.0 $7.2M 0.10% NEW $63.40 +201.2%
108 SNOW SNOWFLAKE INC Technology 36,111.0 $7.2M 0.10% NEW $199.67 -20.7%
109 GHYG ISHARES INC 148,188.0 $6.9M 0.10% NEW $46.45 -2.7%
110 PDD PDD HOLDINGS INC Consumer Cyclical 57,459.0 $6.7M 0.10% NEW $117.46 -19.3%
111 WDAY WORKDAY INC Technology 29,502.0 $6.7M 0.10% NEW $227.64 -44.7%
112 MS MORGAN STANLEY Financial Services 46,619.0 $6.6M 0.09% NEW $141.48 +36.4%
113 JLL JONES LANG LASALLE INC Real Estate 20,300.0 $6.1M 0.09% NEW $301.50 -4.8%
114 TMO THERMO FISHER SCIENTIFIC INC Healthcare 14,494.0 $6.1M 0.09% NEW $419.39 +4.5%
115 LIVE NATION ENTERTAINMENT IN 4,356,000.0 $6.0M 0.09% NEW $1.38
116 SPG SIMON PPTY GROUP INC NEW Real Estate 32,100.0 $6.0M 0.09% NEW $185.39 +7.9%
117 ALAB ASTERA LABS INC Technology 37,012.0 $5.8M 0.08% NEW $157.72 +45.5%
118 WFC WELLS FARGO CO NEW Financial Services 65,867.0 $5.5M 0.08% NEW $83.35 -11.7%
119 NRG NRG ENERGY INC Utilities 34,598.0 $5.5M 0.08% NEW $157.76 -20.4%
120 HALOZYME THERAPEUTICS INC 4,365,000.0 $5.2M 0.07% NEW $1.20
Page 6 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%