13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001716607
Total reported value
$9.2B
$9.2B
572 檔
22.6%
The Q4 2024 SEC filing reveals that Union Bancaire Privee, UBP SA held a total portfolio value of $9.2B, covering 572 public equity positions.
During Q4 2024, Union Bancaire Privee, UBP SA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 572 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 20.98% | -4.71% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.26% | -0.18% | — | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.56% | -0.31% | — | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.52% | -0.11% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.03% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | -0.47% | — | |
| 7 | SPGI | S&p Global Inc | Stock-Financials | 2.51% | -0.10% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | -0.16% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.33% | — | |
| 10 | NDAQ | Nasdaq Inc | Stock-Financials | 1.93% | -0.15% | — | |
| 11 | INTU | Intuit Inc | Stock-Tech | 1.82% | -0.13% | — | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.82% | -0.10% | — | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.60% | -0.08% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.09% | — | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.09% | — | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 1.40% | -0.10% | — | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 1.34% | -0.03% | — | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.30% | -0.09% | — | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.25% | — | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | -0.25% | — | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 1.21% | -0.05% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.14% | — | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.14% | +2.22% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.16% | — | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.91% | +0.05% | — | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.89% | +0.05% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | +0.03% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.14% | — | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.85% | -0.30% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.32% | — | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.81% | +0.18% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.26% | — | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +0.44% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.01% | — | |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.58% | -0.17% | — | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | +0.18% | — | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.57% | — | — | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.57% | — | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.24% | — | |
| 40 | RSG | Republic Services Inc | Stock-Industrials | 0.53% | -0.20% | — | |
| 41 | SRE | Sempra | Stock-Utilities | 0.52% | — | — | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.11% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | — | EXIT | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | — | — | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.43% | +0.15% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | +0.29% | — | |
| 47 | MSI | Motorola Solutions Inc | Stock-Tech | 0.42% | -0.01% | — | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.38% | -0.45% | EXIT | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | -0.08% | — | |
| 50 | SNPS | Synopsys Inc | Stock-Tech | 0.30% | +0.02% | — |
According to official SEC Form 13F filings, Union Bancaire Privee, UBP SA reported a total U.S. public equity portfolio value of $9.2B across 572 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, GOOG) accounted for 22.6% of total reported equity market value during Q4 2024.
During Q4 2024, Union Bancaire Privee, UBP SA's top holdings by market value included MSFT (21.0%)、AMZN (5.3%)、GOOG (3.6%). The largest single position, MSFT, represented 21.0% of total portfolio value.
In Q4 2024, Union Bancaire Privee, UBP SA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.