Union Bancaire Privee, UBP SA
•CIK: 1716607•Filing: Q4 2025
Union Bancaire Privee (UBP SA), managed by the seasoned investment team led by Patrick Odier, maintains a concentrated portfolio with a strong emphasis on technology, holding significant positions in MSFT, NVDA, and AAPL. Recently, UBP has made notable moves by adding high-growth tech stocks such as FAST and SHOP, while exiting positions in SF-PD and RDDT, reflecting a strategic pivot towards companies with robust growth potential.
Total AUM
$8.4B
QoQ Performance
+19.8%
Positions
411
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT21.5%
NVDA4.3%
AAPL3.7%
AMZN3.7%
GOOGL3.5%
AVGO2.9%
META2.4%
JPM2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology45.0%
Other31.6%
Financial7.4%
Consumer6.0%
Healthcare4.6%
Industrial1.7%
Communication1.2%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
—
HUDSON PAC PPTYS INC
SOLD
$55.8M
+263 more exited positions
Changes from Q3 2025
NEW18 new positions
↑117 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024