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CIK: 0001716607
Total reported value
$9.2B
$9.2B
510 檔
20.9%
In Q1 2025, Union Bancaire Privee, UBP SA's U.S. equity holdings reached a combined market value of $9.2B, distributed across 510 disclosed stock positions.
During Q1 2025, 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 510 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 21.82% | -4.71% | -1.02% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.98% | -0.18% | -2.87% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.08% | -0.11% | -2.80% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.13% | -0.31% | -3.64% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.03% | +3.36% | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 2.68% | -0.10% | -4.48% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | -0.47% | +14.41% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | -0.16% | +0.91% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.19% | -0.25% | +118.64% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.33% | -1.89% | |
| 11 | NDAQ | Nasdaq Inc | Stock-Financials | 2.08% | -0.15% | +1.07% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.91% | -0.08% | +31.17% | |
| 13 | INTU | Intuit Inc | Stock-Tech | 1.83% | -0.13% | -4.16% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.14% | +19.12% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 1.54% | -0.10% | -5.48% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.54% | -0.10% | -5.58% | |
| 17 | ROP | Roper Technologies Inc | Stock-Tech | 1.45% | -0.05% | -2.93% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.34% | -0.09% | -23.14% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.30% | — | -2.27% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.24% | -0.16% | -5.96% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.22% | -0.09% | -5.39% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.22% | -0.03% | -5.77% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.14% | +17.21% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.50% | +448.12% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.26% | +12.30% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.97% | +0.05% | +1.87% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.97% | +2.22% | -19.86% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.89% | +0.05% | +6.87% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | +0.03% | -10.74% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.83% | -0.30% | +16.54% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.75% | +0.18% | +6.02% | |
| 32 | RSG | Republic Services Inc | Stock-Industrials | 0.75% | -0.20% | +5.78% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | +0.29% | +23.58% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.67% | — | +10.50% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.11% | -5.04% | |
| 36 | MSI | Motorola Solutions Inc | Stock-Tech | 0.59% | -0.01% | +34.87% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.24% | -3.76% | |
| 38 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.55% | -0.02% | +139.75% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | — | EXIT | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.09% | -74.01% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.28% | +88.95% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.45% | -0.17% | -37.60% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | +0.08% | +114.77% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.01% | -39.16% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.08% | -10.00% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.36% | +0.03% | +423.17% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.35% | -0.45% | EXIT | |
| 48 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.32% | -0.04% | -0.30% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.32% | -0.19% | — | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.30% | -0.06% | +4.18% |
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 510 disclosed positions in Q1 2025.
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, V) accounted for 20.9% of total reported equity market value during Q1 2025.
During Q1 2025, Union Bancaire Privee, UBP SA's top holdings by market value included MSFT (21.8%)、AMZN (5.0%)、V (4.1%). The largest single position, MSFT, represented 21.8% of total portfolio value.
In Q1 2025, 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.
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