SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Union Bancaire Privee, UBP SA

CIK 0001716607 · RUE DU RHONE 96-98, GENEVA 1, V8, 1211 · 0041588192614

Reported Value
$5.7B
Q4 2024
Positions
573
Filings on Record
7
2019–present window
Filed
Feb 4, 2025
amendment (RESTATEMENT)

Summary

Union Bancaire Privee, Ubp Sa reported $5.7B in U.S.-listed holdings across 573 positions for Q4 2024.

The portfolio is heavily concentrated: MSFT alone accounts for 21.0% of reported value.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $5.7BQ4 ’24Q1 ’25: $5.2BQ1 ’25Q2 ’25: $6.9BQ2 ’25Q3 ’25: $7.0BQ3 ’25Q4 ’25: $8.4BQ4 ’25Q1 ’26: $7.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$7.2B487Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$8.4B503Jan 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.0B488Oct 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.9B501Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.2B510Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.7B573Feb 4, 2025RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.