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UBP Investment Advisors SA13F | |
| UBP Investment Advisors SA | |
| Last update 2022-10-04 | 80 Stocks (2 new) |
| Value $194.00 Mil | Turnover 1 % |
| Portfolio Report | |
UBP Investment Advisors SA Top Holdings of 2022-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLRN | SPDR Bloomberg Investment Grade Floating Rate ETF | 529,152 | 16040.000 | -58.42% | 8.260 | -4.48% | 0.500 | +1.40% | +0.26% | 2480.205 | ||
SPIP | SPDR Portfolio TIPS ETF | 537,012 | 13620.000 | -57.83% | 7.010 | -4.05% | 0.580 | -2.51% | -0.28% | 853.123 | ||
EEM | iShares MSCI Emerging Markets ETF | 372,886 | 13010.000 | -62.28% | 6.700 | -4.93% | 0.060 | -9.10% | -1.32% | 15859.756 | ||
SGOL | abrdn Physical Gold Shares ETF | 698,449 | 11120.000 | -57.68% | 5.730 | -3.30% | 0.500 | +0.83% | +1.96% | 921.893 | ||
QAI | IQ Hedge Multi-Strategy Tracker ETF | 399,035 | 11070.000 | -58.32% | 5.700 | -3.20% | 1.750 | -0.31% | +0.16% | 663.806 | ||
NEAR | BlackRock Short Maturity Bond ETF | 192,152 | 9470.000 | -58.52% | 4.880 | -2.67% | 0.210 | +0.44% | -0.18% | 2979.007 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 99,973 | 9160.000 | -49.97% | 4.720 | -1.82% | 0.040 | +1.16% | +0.15% | 36723.645 | ||
VT | Vanguard Total World Stock ETF | 103,891 | 8190.000 | -50.00% | 4.220 | -1.78% | 0.040 | -2.67% | -0.75% | 40271.866 | ||
TMUS | T-Mobile US Inc | 60,400 | 8100.000 | -50.00% | 4.170 | -1.63% | 0.000 | -0.44% | -2.97% | 248553.030 | Telecommunication Services | |
LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | 224,214 | 7240.000 | -60.16% | 3.730 | -2.32% | 2.080 | -4.64% | -0.20% | 324.186 |
UBP Investment Advisors SA's Historical Top Holdings Breakdowns
UBP Investment Advisors SA Total Holding History ($B)
UBP Investment Advisors SA's Asset Allocation
UBP Investment Advisors SA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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UBP Investment Advisors SA's Hypothetical Growth since 2022-09-30
UBP Investment Advisors SA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
UBP Investment Advisors SA's Holdings Heat Map
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UBP Investment Advisors SA's Holdings Bubble Chart
UBP Investment Advisors SA News
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