Union Bancaire Privee, UBP SA INDA — ISHARES TR

Ownership history in Union Bancaire Privee, UBP SA  ·  7 quarters on record

AI Ownership Summary

Union Bancaire Privee, UBP SA reported ISHARES TR (INDA) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 6.14% in 2026 Q2. The latest visible filing shows INDA at 6.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Union Bancaire Privee, UBP SA's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

INDA was reported at 6.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INDA stock page Union Bancaire Privee, UBP SA fund profile Union Bancaire Privee, UBP SA full holdings
How Union Bancaire Privee, UBP SA held INDA — position size vs. price
% of Fund (quarterly)    INDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 87,125 -13,931 -13.8% 6.14% $561.9M 2026-07-16 $48.69
2026 Q1 ADDED — — — 101,056 +11,246 +12.5% 0.02% $1.2M 2026-04-22 $49.98
2025 Q4 ADDED — — — 89,810 +7,996 +9.8% 0.01% $1.1M 2026-01-05 $54.29
2025 Q3 ADDED — — — 81,814 +55,209 +207.5% 0.06% $4.2M 2025-10-07 $52.88
2025 Q2 REDUCED 58.9% -6.3% ✅ 26,605 -38,107 -58.9% 0.02% $1.3M 2025-07-18 $54.50
2025 Q1 REDUCED — — — 64,712 -3,161 -4.7% 0.06% $3.3M 2025-04-16 $51.13
2024 Q4 INITIATED — — — 67,873 — — 0.02% $3.5M 2025-01-22 $50.62

🏢 Other funds also holding INDA

As of 2026 Q2 — sorted by position size

Nipun Capital, L.P. 38.29% Connective Portfolio Management, LLC 3Y 4.1% Millburn Ridgefield LLC /DE/ 3Y 7Y 2.61% Catalyst Capital Advisors LLC 3Y 7Y 2.29% Ninety One North America, Inc. 3Y 7Y 1.58% PEAK FINANCIAL ADVISORS LLC 3Y 1.56% Randolph Co Inc 3Y 7Y 0.73% Royal Fund Management, LLC 3Y 0.69% IFM Investors Pty Ltd 3Y 7Y 0.63% CWC Advisors, LLC. 3Y 7Y 0.5%

FAQ About Union Bancaire Privee, UBP SA and INDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Union Bancaire Privee, UBP SA reported owning INDA?

Union Bancaire Privee, UBP SA reported INDA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported INDA position in Union Bancaire Privee, UBP SA's portfolio?

The largest reported portfolio weight for INDA was 6.14% in 2026 Q2.

What is the latest reported INDA position on this page?

The most recent filing on this page is 2026 Q2, when Union Bancaire Privee, UBP SA reported 87,125 shares, equal to 6.14% of portfolio, with an estimated market value of $561.9M.

What does the chart on this INDA ownership page compare?

The chart compares Union Bancaire Privee, UBP SA's quarterly INDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Union Bancaire Privee, UBP SA time their INDA position?

Based on 13F filing dates vs. subsequent INDA price moves, Union Bancaire Privee, UBP SA correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on INDA relative to SPY over the holding period was -16.7%.

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