DOSSIER · 13F-HR · Q1 2026
Union Bancaire Privee, UBP SA
Union Bancaire Privee, UBP SA's asset manager based in Stamford, CT — $7.2B in tracked AUM across 487 positions as of Q1 2026.
UB
Union Bancaire Privee, UBP SA·Stamford, CT·Asset Manager
CIK 0001716607 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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