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Union Bancaire Privee’s Factset FDS Stock Holding History

Union Bancaire Privee’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.3K Buy
+182
New +$41.8K ﹤0.01% 447

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Union Bancaire Privee's FDS Position: Q2 2026 in Review

Union Bancaire Privee opened a new position in Factset (FDS) in Q2 2026: 182 shares worth $38.3K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings.

764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Union Bancaire Privee held 182 shares of Factset worth $38.3K as of Q2 2026.
  • Factset was a new Union Bancaire Privee position in Q2 2026.
  • Factset made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #447 holding.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.