Union Bancaire Privee, Ubp SA
Union Bancaire Privée, UBP SA (UBP), founded in 1969 by Edgar de Picciotto, is a leading family-owned Swiss private bank headquartered in Geneva. It specializes in global wealth management for private clients and custom investment solutions for institutions. UBP is one of the largest non-listed family-owned private banks globally, serving clients through over 20 locations worldwide with approximately 2,094 employees as of 2023. The firm is recognized for its independence, high capital strength, and expertise in both traditional and alternative asset management, offering services including portfolio management, advisory, and wealth planning for high-net-worth individuals and institutional clients.
Investment Strategy
UBP delivers high-conviction, actively managed investment solutions that balance capital preservation with growth, leveraging its experienced management teams. The firm's approach centers on tailored portfolio construction aligned to individual client objectives and risk tolerances, spanning all asset classes. They integrate both traditional and alternative strategies, including custom mandates and fund selection, and emphasize responsible investing by incorporating environmental, social, and governance (ESG) criteria. UBP is agile, adapting investment themes to evolving markets and client needs, with a particular focus on sustainable and impact investment solutions.
Top Holdings
Equity Positions (446)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 20.45% | $1.44B | 839,988 | $421.50 | $517.95 | -$1.0M |
A AMZN | AMAZON COM INC | 3.63% | $255.6M | 1,228,070 | $219.39 | $219.57 | -$241.5K |
N NVDA | NVIDIA CORPORATION | 3.25% | $228.9M | 1,385,692 | $134.27 | $186.58 | +$12.9M |
G GOOGL | ALPHABET INC | 2.76% | $194.2M | 825,171 | $188.71 | $243.10 | +$42.9M |
J JPM | JPMORGAN CHASE & CO. | 2.74% | $192.9M | 640,189 | $274.69 | $315.43 | +$93.2M |