Union Bancaire Privee, UBP SA

CIK: 0001716607SEC EDGAR →

Portfolio Value

$8.4B

Holdings

503

As of

Q4 2025

New Positions

41

Closed Positions

54

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

1,048,245$1.8B
21.33%
2

NVIDIA CORPORATION

1,969,872$360.9M
4.28%
3

APPLE INC

1,158,690$310.8M
3.69%
4

AMAZON COM INC

1,484,586$305.5M
3.63%
5

ALPHABET INC

1,237,301$290.8M
3.45%
6

BROADCOM INC

680,944$239.3M
2.84%
7

META PLATFORMS INC

307,671$203.1M
2.41%
8

JPMORGAN CHASE & CO.

643,664$196.3M
2.33%
9

VISA INC

538,471$191.0M
2.27%
10

ALPHABET INC

620,461$175.4M
2.08%

Quarterly Changes

Top Buys

MSFT↑ Increased
$357.4M
AAPL↑ Increased
$153.1M
NVDA↑ Increased
$131.9M
AMAT↑ Increased
$110.6M
GOOGL↑ Increased
$96.6M

Top Sells

OBDC↓ Decreased
$134.3M
ORCL↓ Decreased
$67.0M
CSCO↓ Decreased
$57.4M
HPPCLOSED
$55.8M
INTU↓ Decreased
$28.4M

New Positions (82)

$76.7M · 8K shares
$23.0M · 376K shares
$21.0M · 100K shares
$15.7M · 89K shares
$15.5M · 638K shares
$14.6M · 133K shares
$11.9M · 191K shares
$10.0M · 64K shares
$6.9M · 47K shares
$6.1M · 64K shares
$5.0M · 20K shares
$4.6M · 16K shares
$4.6M · 47K shares
$4.5M · 20K shares
$4.5M · 30K shares
$4.0M · 43K shares
$3.2M · 22K shares
$2.8M · 98K shares
$2.6M · 700K shares
$2.1M · 27K shares
$1.9M · 2K shares
$1.7M · 16K shares
$1.4M · 28K shares
$1.2M · 18K shares
$1.2M · 9K shares
$1.2M · 4K shares
$1.0M · 13K shares
$1.0M · 17K shares
$1.0M · 10K shares
$998K · 71K shares
$917K · 11K shares
$888K · 3K shares
$866K · 8K shares
$822K · 14K shares
$804K · 15K shares
$799K · 2K shares
$798K · 7K shares
$770K · 22K shares
$755K · 1 shares
$719K · 31K shares
$574K · 1K shares
$517K · 3K shares
$442K · 11K shares
$440K · 300 shares
$429K · 3K shares
$404K · 7K shares
$324K · 4K shares
$303K · 8K shares
$273K · 6K shares
$236K · 6K shares
$235K · 539 shares
$232K · 5K shares
$230K · 4K shares
$204K · 1K shares
$132K · 1K shares
$117K · 3K shares
$110K · 2K shares
$110K · 2K shares
$97K · 866 shares
$78K · 870 shares
$74K · 2K shares
$54K · 2K shares
$54K · 220 shares
$54K · 500 shares
$50K · 964 shares
$37K · 900 shares
$35K · 57 shares
$27K · 510 shares
$19K · 84 shares
$18K · 318 shares
$17K · 316 shares
$13K · 28 shares
$13K · 400 shares
$11K · 157 shares
$10K · 380 shares
$9K · 348 shares
$8K · 50 shares
$7K · 45 shares
$7K · 35 shares
$5K · 1K shares
$1K · 141 shares
$0 · 50 shares

Closed Positions (67)

$55.8M · 144K shares
$9.0M · 47K shares
$5.8M · 37K shares
$5.0M · 49K shares
$4.6M · 29K shares
$4.5M · 3K shares
$4.2M · 83K shares
$4.2M · 95K shares
$4.1M · 97K shares
$2.8M · 41K shares
$2.3M · 2.7M shares
$2.2M · 2.5M shares
$1.3M · 765K shares
$1.1M · 1.3M shares
$1.1M · 1.3M shares
$975K · 1.1M shares
$857K · 6K shares
$817K · 6K shares
$750K · 850K shares
$564K · 210K shares
$518K · 21K shares
$487K · 3K shares
$478K · 2K shares
$454K · 2K shares
$400K · 6K shares
$287K · 2K shares
$269K · 11K shares
$261K · 2K shares
$213K · 2K shares
$197K · 2K shares
$189K · 3K shares
$184K · 5K shares
$154K · 5K shares
$149K · 3K shares
$131K · 4K shares
$131K · 6K shares
$119K · 128K shares
$70K · 672 shares
$63K · 3K shares
$54K · 139 shares
$46K · 158 shares
$42K · 123 shares
$23K · 1K shares
$22K · 952 shares
$20K · 341 shares
$20K · 275 shares
$19K · 73 shares
$18K · 950 shares
$17K · 265 shares
$16K · 1K shares
$15K · 211 shares
$15K · 74 shares
$13K · 212 shares
$12K · 300 shares
$11K · 82 shares
$10K · 68 shares
$10K · 4K shares
$9K · 259 shares
$9K · 190 shares
$7K · 76 shares
$7K · 65 shares
$7K · 265 shares
$3K · 122 shares
$2K · 37 shares
$1K · 17 shares
$882 · 74 shares
$0 · 1 shares

Sector Breakdown

Sector# HoldingsValue%
Technology71$3.8B45.0%
Financial Services134$1.4B17.1%
Communication Services13$867.7M10.3%
Consumer Cyclical36$582.2M6.9%
Industrials65$522.7M6.2%
Healthcare40$456.7M5.4%
Unknown56$267.1M3.2%
Consumer Defensive17$172.6M2.0%
Energy21$119.5M1.4%
Utilities17$105.5M1.3%
Basic Materials19$74.1M0.9%
Real Estate14$22.8M0.3%