Top 50 Ubp Investment Advisors Sa Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLRN | SPDR SER TR | 8.26% | 529.2K | $16K | new | โ | 2022-09-30 | |
| SPIP | SPDR SER TR | 7.01% | 537.0K | $14K | new | โ | 2022-09-30 | |
| EEM | ISHARES TR | 6.7% | 372.9K | $13K | new | โ | 2022-09-30 | |
| SGOL | ABRDN GOLD ETF TRUST | 5.73% | 698.4K | $11K | new | โ | 2022-09-30 | |
| QAI | INDEXIQ ETF TR | 5.7% | 399.0K | $11K | new | โ | 2022-09-30 | |
| NEAR | ISHARES U S ETF TR | 4.88% | 192.2K | $9K | new | โ | 2022-09-30 | |
| BIL | SPDR SER TR | 4.72% | 100.0K | $9K | new | โ | 2022-09-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.22% | 103.9K | $8K | new | โ | 2022-09-30 | |
| TMUS | T-MOBILE US INC | 4.17% | 60.4K | $8K | new | โ | 2022-09-30 | |
| LEMB | ISHARES INC | 3.73% | 224.2K | $7K | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
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.
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Holdings on this page are parsed from Ubp Investment Advisors Saโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727588). View Ubp Investment Advisors Saโs 13F filings on SEC