DOSSIER · 13F-HR · Q2 2026
Union Bancaire Privee, UBP SA
$9.2B in tracked AUM across 491 positions as of Q2 2026.
UB
CIK 0001716607 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Union Bancaire Privee, UBP SA
1. Portfolio Overview
Union Bancaire Privee (UBP) presents a substantial institutional portfolio valued at $7.04 billion as of September 30, 2025, representing a modest growth of 2.3% from the previous quarter's $6.88 billion. The portfolio demonstrates a high degree of diversification, comprising 488 individual holdings. However, despite the large number of positions, the portfolio exhibits a "barbell" structure with...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.