Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

UBP Investment Advisors SA 13F Holdings -- Portfolio & Top Positions (2022-09-30)

UBP Investment Advisors SA (CIK 1727588) reported $194.2M across 80 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: FLRN ($16.0M, 8.26%), SPIP ($13.6M, 7.01%), EEM ($13.0M, 6.70%), SGOL ($11.1M, 5.73%), QAI ($11.1M, 5.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FLRNSPDR SER TR$16.0M8.26%529,152Trimmed
2SPIPSPDR SER TR$13.6M7.01%537,012Trimmed
3EEMISHARES TR$13.0M6.70%372,886Trimmed
4SGOLABRDN GOLD ETF TRUST$11.1M5.73%698,449Trimmed
5QAIINDEXIQ ETF TR$11.1M5.70%399,035Trimmed
6NEARISHARES U S ETF TR$9.5M4.88%192,152Trimmed
7BILSPDR SER TR$9.2M4.72%99,973Trimmed
8VTVANGUARD INTL EQUITY INDEX F$8.2M4.22%103,891Trimmed
9TMUST-MOBILE US INC$8.1M4.17%60,400Trimmed
10LEMBISHARES INC$7.2M3.73%224,214Trimmed
11GOVTISHARES TR$7.0M3.60%307,586Trimmed
12EMBISHARES TR$6.5M3.37%82,380Trimmed
13CMDYISHARES U S ETF TR$4.4M2.28%80,411Trimmed
14SHYISHARES TR$4.4M2.27%54,217Trimmed
15URTHISHARES INC$4.3M2.20%42,701Trimmed
16VCLTVANGUARD SCOTTSDALE FDS$4.3M2.20%58,257Trimmed
17GHYGISHARES INC$4.2M2.18%108,763Trimmed
18INDAISHARES TR$3.3M1.71%81,628Trimmed
19SPYSPDR S&P 500 ETF TR$2.5M1.28%6,970Trimmed
20ILFISHARES TR$2.3M1.19%97,835Trimmed
21ULSTSSGA ACTIVE ETF TR$2.2M1.13%55,067Trimmed
22BNDVANGUARD BD INDEX FDS$2.1M1.07%29,050Trimmed
23HDHOME DEPOT INC$1.9M0.97%6,801Trimmed
24AAPLAPPLE INC$1.7M0.87%12,148Trimmed
25MSMORGAN STANLEY$1.6M0.82%20,150Trimmed

Source: SEC Form 13F filings · as of 2022-09-30