Ubp Investment Advisors Sa Portfolio Holdings

Ubp Investment Advisors Sa

  • $194 Million
  • Q3 2022

Ubp Investment Advisors Sa has filed its 13F form on October 04, 2022 for Q3 2022 where it was disclosed a total value porftolio of $194 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Investment Grad with a value of $16M, Spdr Ser Tr Spdr Portfolio Tip with a value of $13.6M, Ishares Msci Emerging Markets with a value of $13M, Abrdn Gold ETF Trust with a value of $11.1M, and Iq Hedge Multi Strategy Compos with a value of $11.1M.

Examining the 13F form we can see an increase of $61.1M in the current position value, from $133M to 194M. Also it can be appreciated an additional of 1 stocks purchases and 25 closed positions.

Below you can find more details about Ubp Investment Advisors Sa portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
ETFs: $152 Million
Communication Services: $8.1 Million
Financial Services: $7.62 Million
Energy: $5.58 Million
Technology: $5.28 Million
Consumer Cyclical: $4.66 Million
Industrials: $3.83 Million
Basic Materials: $3.32 Million
Other: $2.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$780,000 0.4% of portfolio
3,621
Q2 2022 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $194 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2022
  • Filing Date October 04, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 25 stocks
  • Reduced holdings in 27 stocks
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