Union Bancaire Privee, UBP SA
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$8B
Holdings
486
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.2% (1.05M → 8.9k shares)
20.5%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.7% (1.97M → 5.2k shares)
4.5%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 99.2% (1.24M → 9.6k shares)
4.2%
04
$AAPL
APPLE INC
Q1 2026: Sold 98.1% (1.16M → 22.1k shares)
3.9%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 99.3% (1.48M → 10.8k shares)
3.4%
06
$AMAT
APPLIED MATLS INC
Q1 2026: Exited (was 156.9k shares)
3.1%
07
$AVGO
BROADCOM INC
Q1 2026: Sold 99.8% (680.9k → 1.6k shares)
2.8%
08
$TSM
TAIWAN SEMICONDUCTOR MFG LTD
Q1 2026: Exited (was 610.8k shares)
2.6%
09
$V
VISA INC
Q1 2026: Exited (was 538.5k shares)
2.2%
10
$META
META PLATFORMS INC
Q1 2026: Exited (was 307.7k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:50 UTC.