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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 % |
UBP Investment Advisors SA Top Holdings of 2022-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLRN | SPDR Bloomberg Investment Grade Floating Rate ETF | 529,152 | 16,040.0 | -58.42% | 8.260 | -4.48% | 0.500 | +0.97% | +1.70% | 2,756.5 | ||
SPIP | SPDR Portfolio TIPS ETF | 537,012 | 13,620.0 | -57.83% | 7.010 | -4.05% | 0.580 | +1.24% | +3.24% | 987.8 | ||
EEM | iShares MSCI Emerging Markets ETF | 372,886 | 13,010.0 | -62.28% | 6.700 | -4.93% | 0.060 | +4.17% | +10.62% | 17,424.3 | ||
SGOL | abrdn Physical Gold Shares ETF | 698,449 | 11,120.0 | -57.68% | 5.730 | -3.30% | 0.500 | +10.60% | +21.60% | 4,822.6 | ||
QAI | IQ Hedge Multi-Strategy Tracker ETF | 399,035 | 11,070.0 | -58.32% | 5.700 | -3.20% | 1.750 | -0.47% | +1.88% | 704.0 | ||
NEAR | BlackRock Short Maturity Bond ETF | 192,152 | 9,470.0 | -58.52% | 4.880 | -2.67% | 0.210 | +1.46% | +2.05% | 3,256.8 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 99,973 | 9,160.0 | -49.97% | 4.720 | -1.82% | 0.040 | +1.03% | +1.56% | 47,086.5 | ||
VT | Vanguard Total World Stock ETF | 103,891 | 8,190.0 | -50.00% | 4.220 | -1.78% | 0.040 | +0.43% | +5.57% | 43,276.6 | ||
TMUS | T-Mobile US Inc | 60,400 | 8,100.0 | -50.00% | 4.170 | -1.63% | 0.000 | -10.10% | +10.30% | 275,527.1 | Telecommunication Services | |
LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | 224,214 | 7,240.0 | -60.16% | 3.730 | -2.32% | 2.080 | +3.82% | +7.01% | 301.2 |
UBP Investment Advisors SA's Historical Top Holdings Breakdowns
UBP Investment Advisors SA Total Holding History ($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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