Union Bancaire Privee, UBP SA has disclosed its latest investment holdings, revealing a total asset value of over $10.3 billion as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions across various sectors, particularly in technology and healthcare.

The latest report, filed on November 4, 2026, shows that Union Bancaire Privee continues to diversify its portfolio, reflecting broader trends in the asset management industry. The firm’s substantial holdings in companies like Abbott Labs and Adobe Inc. indicate a focus on stable, growth-oriented investments.

Background

Union Bancaire Privee, UBP SA, incorporated in Geneva, Switzerland, is a prominent private bank specializing in wealth management and investment services. The firm is recognized for its strategic asset management capabilities and caters to a diverse clientele, including high-net-worth individuals and institutional investors. Its recent filings include a series of 13F-HR reports, with the latest dated November 4, 2026, and previous filings dating back to July 2026.

What the Filing Says

The recent filing, accession number 0001716607-26-000011, indicates a total of 526 entries, with an aggregate value of $10,331,625,437. This figure underscores the firm’s robust investment strategy and its ability to manage substantial assets effectively. The report highlights various companies in which the firm has significant holdings, including:

"ABBOTT LABS, ABBVIE INC, ADOBE INC, and AMAZON COM INC."

Impact

This filing may impact various stakeholders, including clients of Union Bancaire Privee, potential investors, and competitors in the wealth management sector. The detailed disclosure of holdings provides insights into the firm’s investment philosophy and may influence client decisions regarding asset allocation and investment strategies.

What's Next

The filing does not specify what happens next regarding these holdings. However, market analysts and competitors will likely monitor Union Bancaire Privee’s future filings for further insights into its investment strategies and potential shifts in asset management trends.