Union Bancaire Privee’s Goldman Sachs GS Stock Holding History

Union Bancaire Privee’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$94.9M	Sell	113,125 -12,065	-10%	-$12.3M	0.92%	22
2026 Q2	$117M	Buy	125,190 +23,599	+23%	+$23M	1.27%	16
2026 Q1	$78.3M	Buy	101,591 +15,657	+18%	+$14M	1.09%	15
2025 Q4	$71.9M	Buy	85,934 +61,106	+246%	+$49.9M	0.85%	22
2025 Q3	$17.5M	Sell	24,828 -2,170	-8%	-$1.61M	0.25%	69
2025 Q2	$16.6M	Buy	26,998 +3,880	+17%	+$2.25M	0.24%	70
2025 Q1	$12M	Sell	23,118 -35,733	-61%	-$21.5M	0.23%	57
2024 Q4	$32.8M	Buy	+58,851	New	+$32.8M	0.57%	36

Other funds holding GS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Union Bancaire Privee's GS Position: Q3 2026 in Review

Union Bancaire Privee reduced its Goldman Sachs (GS) stake by 9.6% in Q3 2026, selling an estimated $12.3M and leaving 113,125 shares worth $94.9M. The position accounts for 0.92% of the portfolio, ranked #22.

Union Bancaire Privee first reported a position in GS in Q4 2024 and has held it in 8 quarters since. The position peaked at $117M in Q2 2026. 2,359 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Union Bancaire Privee held 113,125 shares of Goldman Sachs worth $94.9M as of Q3 2026.
Union Bancaire Privee sold 12,065 Goldman Sachs shares in Q3 2026, an estimated $12.3M.
Goldman Sachs made up 0.92% of Union Bancaire Privee's portfolio in Q3 2026, its #22 holding.
Union Bancaire Privee first reported a position in Goldman Sachs in Q4 2024 and has held it in 8 quarters since.
Union Bancaire Privee's Goldman Sachs position peaked at $117M in Q2 2026.
2,359 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Union Bancaire Privee's 13F filing for Q3 2026, filed 4 Nov 2026.