As I’ve been watching the market, it’s interesting to see what moves big players are making. Union Bancaire Privee, a Swiss wealth management firm, recently made a substantial investment in Cisco Systems (CSCO). Their Q3 2025 SEC filing, dated October 7th, shows they purchased over a million shares – 1,012,804 to be exact – worth roughly $69.04 million.
What happened
A recent filing with the Securities and Exchange Commission, dated October 7, 2025, shows that Union Bancaire Privee bought an additional 1,012,804 shares of Cisco Systems during the latest quarter. These trades are estimated to be worth $69.04 million, calculated using the average closing price for that period. As of September 30, 2025, the fund now owns a total of 1,052,813 Cisco shares, valued at approximately $116.93 million.
What else to know
As of September 30, 2025, this purchase increased Cisco’s holdings to 1.66% of Union Bancaire Privee’s $7.04 billion in U.S. equity assets under management.
Top holdings after the filing:
- NASDAQ:MSFT: $1.44 billion (20.6% of AUM) as of the quarter ended September 30, 2025
- NASDAQ:GOOGL: $377.65 million (5.4% of AUM) as of September 30, 2025
- NASDAQ:AMZN: $255.57 million (3.7% of AUM) as of the quarter ended September 30, 2025
- NASDAQ:NVDA: $228.95 million (3.3% of AUM) as of September 30, 2025
- NYSE:JPM: $192.91 million (2.8% of AUM) as of September 30, 2025
On October 6, 2025, Cisco stock closed at $68.91, representing a 31.2% increase over the past year.
Company Overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $56.65 billion |
| Net Income (TTM) | $10.45 billion |
| Dividend Yield | 2.37% |
| Price (as of market close 2025-10-06) | $68.91 |
Company Snapshot
Offers a range of networking equipment, software, security systems, and tools for teamwork and communication, like Webex, plus products for monitoring and understanding system performance.
We earn money by selling our products directly to customers and through a worldwide network of partners who resell and distribute them. We also offer ongoing service and support contracts for recurring revenue.
We work with businesses of any size, as well as organizations in the public sector, governments, and service industries around the globe.
Cisco is a worldwide leader in networking and communication technologies. They offer a wide variety of products, along with services and support to help customers.
Foolish take
Cisco strikes me as just…okay. Looking at how the stock has performed over time, that impression seems to be accurate.
Over the past five years, Cisco has seen a total return of 103%, which is an average annual growth rate of 15.2%. While this is a solid result, it’s comparable to the performance of the S&P 500. The S&P 500 actually outperformed Cisco with a total return of 111.6% and an annual growth rate of 16.2% over the same timeframe.
This assessment feels accurate. Cisco’s core business – networking and communications – is fairly typical for the industry. While networking is still a vital part of the tech world, most of the excitement and growth is currently happening in fields like semiconductors, artificial intelligence, and quantum computing.
This trend is clear when looking at Cisco’s core business performance. Since 2015, the company’s revenue has grown by an average of just 1.7% each year, which isn’t a particularly strong rate.
Despite recent challenges, Cisco is still a key player in the tech world. It currently offers a dividend yield of 2.4%, and with a price-to-earnings ratio of 27, it could be an attractive option for investors seeking a reasonably priced stock in the tech industry.
Given these factors, the stock could be worth considering for some investors. However, if you’re aiming for high growth or better-than-average returns, other options might be a better fit.
Glossary
Here are definitions of common financial and business terms:
Assets Under Management (AUM): The total value of all the financial assets a company manages for its clients.
Reportable AUM: The portion of a fund’s assets that must be publicly reported to regulators, usually focusing on specific types of investments or geographic areas.
13F Filing: A quarterly report that large institutional investors are required to submit to the Securities and Exchange Commission (SEC), detailing their U.S. stock holdings.
Stake: The amount of ownership an investor or fund has in a particular company, expressed as shares or a percentage.
Top Holdings: The most valuable investments within a fund’s portfolio.
Dividend Yield: The annual dividend payments a company makes, expressed as a percentage of its stock price.
Resellers: Companies or individuals who buy products from manufacturers and then sell them to customers, often adding extra services.
Distributors: Intermediaries that buy products from manufacturers and supply them to resellers or retailers.
Service/Support Contracts: Agreements that provide ongoing maintenance, help, or updates for products after they’ve been sold.
TTM (Trailing Twelve Months): The previous 12-month period, ending with the most recent quarterly report.
Observability Products: Tools used to monitor, analyze, and fix problems with IT systems and applications.
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2025-10-08 18:08