StockDrifts LogoStockDrifts

Ubp Investment Advisors 13F Portfolio

Portfolio Manager
Ubp Investment Advisors Sa
Performance
0% (N/A)
AUM (13F)
$194.18K
# of Holdings
81
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Ubp Investment Advisors Sa Holdings Map

Top 50 Ubp Investment Advisors Sa Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FLRN
SPDR SER TR
8.26%529.2K$16Knew2022-Q3: 529.2K sharesโ€”2022-09-30
SPIP
SPDR SER TR
7.01%537.0K$14Knew2022-Q3: 537.0K sharesโ€”2022-09-30
EEM
ISHARES TR
6.7%372.9K$13Knew2022-Q3: 372.9K sharesโ€”2022-09-30
SGOL
ABRDN GOLD ETF TRUST
5.73%698.4K$11Knew2022-Q3: 698.4K sharesโ€”2022-09-30
QAI
INDEXIQ ETF TR
5.7%399.0K$11Knew2022-Q3: 399.0K sharesโ€”2022-09-30
NEAR
ISHARES U S ETF TR
4.88%192.2K$9Knew2022-Q3: 192.2K sharesโ€”2022-09-30
BIL
SPDR SER TR
4.72%100.0K$9Knew2022-Q3: 100.0K sharesโ€”2022-09-30
VT
VANGUARD INTL EQUITY INDEX F
4.22%103.9K$8Knew2022-Q3: 103.9K sharesโ€”2022-09-30
TMUS
T-MOBILE US INC
4.17%60.4K$8Knew2022-Q3: 60.4K sharesโ€”2022-09-30
LEMB
ISHARES INC
3.73%224.2K$7Knew2022-Q3: 224.2K sharesโ€”2022-09-30

About Ubp Investment Advisors Saโ€™s portfolio

Ubp Investment Advisors Sa reports $194.18K in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are FLRN (8.3%), SPIP (7.0%) and EEM (6.7%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
FLRN โ€” 8.8% ($16.0K)SPIP โ€” 7.5% ($13.6K)EEM โ€” 7.2% ($13.0K)SGOL โ€” 6.1% ($11.1K)QAI โ€” 6.1% ($11.1K)NEAR โ€” 5.2% ($9.5K)BIL โ€” 5.0% ($9.2K)VT โ€” 4.5% ($8.2K)TMUS โ€” 4.5% ($8.1K)LEMB โ€” 4.0% ($7.2K)Other โ€” 41.1% ($74.8K)
59%in top 10
  • FLRN8.8%
  • SPIP7.5%
  • EEM7.2%
  • SGOL6.1%
  • QAI6.1%
  • NEAR5.2%
  • BIL5.0%
  • VT4.5%
  • TMUS4.5%
  • LEMB4.0%
  • Other41.1%

Unlock alerts, watchlists & AI chat

Sign up free to track Ubp Investment Advisors Sa, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Ubp Investment Advisors Saโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727588). View Ubp Investment Advisors Saโ€™s 13F filings on SEC

More 13F analyses

View all