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CIK: 0001716607
Total reported value
$9.2B
$9.2B
501 檔
24.7%
During the Q2 2025 filing period, Union Bancaire Privee, UBP SA (CIK: 0001716607) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.2B across 501 reported positions.
During Q2 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 501 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 20.93% | -4.71% | -6.58% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.72% | -0.18% | -8.67% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | -0.47% | +5.70% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.65% | -0.11% | -17.68% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.45% | -0.25% | -2.28% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.29% | -0.31% | -7.87% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.33% | +0.68% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | -0.16% | +2.20% | |
| 9 | OBDC | Blue Owl Capital CORP | Stock-Financials | 2.08% | +0.23% | +5.08% | |
| 10 | MAIN | Main Street Capital CORP | Stock-Financials | 2.03% | +0.27% | +5.08% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.00% | +0.03% | -5.21% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.99% | -0.08% | +5.46% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 1.79% | -0.10% | -15.49% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.77% | +0.05% | +4.38% | |
| 15 | INTU | Intuit Inc | Stock-Tech | 1.73% | -0.13% | -3.57% | |
| 16 | NDAQ | Nasdaq Inc | Stock-Financials | 1.69% | -0.15% | -5.11% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.14% | +8.40% | |
| 18 | HTGC | Hercules Capital Inc | Stock-Financials | 1.36% | +0.18% | +5.08% | |
| 19 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.27% | +0.14% | +5.08% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.12% | -0.09% | -2.32% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.04% | -0.10% | -12.67% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 0.99% | -0.15% | +487.04% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.14% | +6.54% | |
| 24 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.95% | +0.10% | +5.09% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.95% | -0.28% | +74.61% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.94% | +0.05% | +15.59% | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 0.93% | +0.18% | +7.69% | |
| 28 | ROP | Roper Technologies Inc | Stock-Tech | 0.91% | -0.05% | -10.45% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | -0.07% | +44717.91% | |
| 30 | HPP | Hudson Pacific Properties, Inc. | Stock-Other | 0.81% | — | — | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.81% | -0.30% | +4.52% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.03% | -14.30% | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.78% | — | +16.92% | |
| 34 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.75% | +0.06% | +5.08% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.16% | -11.88% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | +0.29% | +13.22% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.10% | -40.95% | |
| 38 | CSWC | Capital Southwest CORP | Stock-Other | 0.66% | +0.07% | +5.08% | |
| 39 | NMFC | New Mountain Finance CORP | Stock-Other | 0.64% | +0.06% | +5.08% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +2.22% | -36.03% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.26% | -13.36% | |
| 42 | GAIN | Gladstone Investment CORP | Stock-Other | 0.59% | +0.10% | +5.09% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | +0.03% | -21.81% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.50% | -32.00% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.11% | -12.05% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.49% | -0.02% | +18.82% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | — | +322.80% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.09% | +2.24% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.01% | +32.79% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.40% | -0.13% | +1065.40% |
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 501 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, NVDA) accounted for 24.7% of total reported equity market value during Q2 2025.
During Q2 2025, Union Bancaire Privee, UBP SA's top holdings by market value included MSFT (20.9%)、AMZN (3.7%)、NVDA (3.1%). The largest single position, MSFT, represented 20.9% of total portfolio value.
In Q2 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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