Union Bancaire Privee, UBP SA quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Union Bancaire Privee, UBP SA opened 3 positions, added to 31, reduced 17, sold out of 6 and left 38 unchanged. The largest increase in value was INDA (+$560,622,567); the largest decrease was DXJ (-$2,911,669).
- IGM: Country of operation —; Class EXPND TEC SC ETF; Shares 2026-03-31 0; Shares 2026-06-30 41,725.
- RSP: Country of operation —; Class S&P500 EQL WGT; Shares 2026-03-31 0; Shares 2026-06-30 3,435.
- ARKX: Country of operation —; Class ARK SPACE EXPL; Shares 2026-03-31 0; Shares 2026-06-30 2,500.
Two Form 13F-HR filings compared (SEC CIK 1716607): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | United States | $7.186B | 1,041 |
| Ballentine Partners, LLC | United States | $7.183B | 2,372 |
| DRW Securities, LLC | United States | $7.206B | 1,242 |
| Findlay Park Partners LLP | United Kingdom | $7.174B | 56 |
| UMB Bank, n.a. | United States | $7.163B | 3,145 |
| Two Seas Capital LP | United States | $7.155B | 50 |
| First Pacific Advisors, LP | United States | $7.140B | 86 |
| SATURNA CAPITAL CORP | United States | $7.127B | 148 |
| Composition Wealth, LLC | United States | $7.286B | 891 |
| Groupe la Francaise | France | $7.293B | 536 |