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Union Bancaire Privee’s MSCI MSCI Stock Holding History

Union Bancaire Privee’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Sell
776
-363
-32% -$212K ﹤0.01% 352
2026
Q1 		$596K Sell
1,139
-734
-39% -$414K 0.01% 336
2025
Q4 		$1.1M Buy
1,873
+694
+59% +$389K 0.01% 287
2025
Q3 		$667K Buy
1,179
+343
+41% +$194K 0.01% 288
2025
Q2 		$473K Sell
836
-2,138
-72% -$1.18M 0.01% 313
2025
Q1 		$1.73M Sell
2,974
-1,874
-39% -$1.09M 0.03% 193
2024
Q4 		$2.96M Buy
+4,848
New +$2.91M 0.05% 155

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

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

Union Bancaire Privee reduced its MSCI (MSCI) stake by 32% in Q2 2026, selling an estimated $212K and leaving 776 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Union Bancaire Privee first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q4 2024. 387 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Union Bancaire Privee held 776 shares of MSCI worth $431K as of Q2 2026.
  • Union Bancaire Privee sold 363 MSCI shares in Q2 2026, an estimated $212K.
  • MSCI made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #352 holding.
  • Union Bancaire Privee first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's MSCI position peaked at $2.96M in Q4 2024.
  • 387 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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