0001727588-22-000007.txt : 20220428
0001727588-22-000007.hdr.sgml : 20220428
20220428074937
ACCESSION NUMBER: 0001727588-22-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220428
DATE AS OF CHANGE: 20220428
EFFECTIVENESS DATE: 20220428
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: UBP Investment Advisors SA
CENTRAL INDEX KEY: 0001727588
IRS NUMBER: 000000000
STATE OF INCORPORATION: V8
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18220
FILM NUMBER: 22862281
BUSINESS ADDRESS:
STREET 1: 6 PLACE CAMOLETTI, 2ND FLOOR
CITY: GENEVA
STATE: V8
ZIP: 1207
BUSINESS PHONE: 0041223174960
MAIL ADDRESS:
STREET 1: 6 PLACE CAMOLETTI, 2ND FLOOR
CITY: GENEVA
STATE: V8
ZIP: 1207
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001727588
XXXXXXXX
03-31-2022
03-31-2022
UBP Investment Advisors SA
6 PLACE CAMOLETTI, 2ND FLOOR
GENEVA
V8
1207
13F HOLDINGS REPORT
028-18220
N
Kellie Geyer
Head of Compliance
0041223174943
Kellie Geyer
Zurich
V8
04-28-2022
0
100
268870
false
INFORMATION TABLE
2
q1list.xml
ABBVIE INC
COM
00287Y109
410
2500
SH
SOLE
0
0
410
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
16130
868086
SH
SOLE
0
0
16130
ACTIVISION BLIZZARD INC
COM
00507V109
390
4885
SH
SOLE
0
0
390
ALLSTATE CORP
COM
020002101
1200
8632
SH
SOLE
0
0
1200
ALPHABET INC
CAP STK CL C
02079K107
560
200
SH
SOLE
0
0
560
ALPHABET INC
CAP STK CL A
02079K305
1180
425
SH
SOLE
0
0
1180
AMAZON COM INC
COM
023135106
950
292
SH
SOLE
0
0
950
ANALOG DEVICES INC
COM
032654105
1160
7031
SH
SOLE
0
0
1160
APOLLO GLOBAL MGMT INC
COM
03769M106
830
13338
SH
SOLE
0
0
830
APPLE INC
COM
037833100
3430
19650
SH
SOLE
0
0
3430
APPLIED MATLS INC
COM
038222105
1350
10221
SH
SOLE
0
0
1350
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
980
12007
SH
SOLE
0
0
980
BLACKROCK INC
COM
09247X101
390
515
SH
SOLE
0
0
390
BLACKSTONE INC
COM
46431W507
940
7375
SH
SOLE
0
0
940
BORGWARNER INC
COM
09260D107
1010
25992
SH
SOLE
0
0
1010
CELANESE CORP DEL
COM
099724106
590
4129
SH
SOLE
0
0
590
CIA ENERGETICA DE MINAS GER
SP ADR N-V PFD
150870103
70
21698
SH
SOLE
0
0
70
CINCINNATI FINL CORP
COM
204409601
1440
10602
SH
SOLE
0
0
1440
CISCO SYS INC
COM
172062101
480
8597
SH
SOLE
0
0
480
CITIZENS FINL GROUP INC
COM
17275R102
1220
26918
SH
SOLE
0
0
1220
COMERICA INC
COM
174610105
550
6117
SH
SOLE
0
0
550
CORTEVA INC
COM
200340107
590
10343
SH
SOLE
0
0
590
CUMMINS INC
COM
22052L104
1070
5238
SH
SOLE
0
0
1070
DISCOVER FINL SVCS
COM
231021106
1120
10172
SH
SOLE
0
0
1120
DOW INC
COM
254709108
450
7121
SH
SOLE
0
0
450
EXPEDITORS INTL WASH INC
COM
260557103
370
3556
SH
SOLE
0
0
370
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
532457108
270
9632
SH
SOLE
0
0
270
FREEPORT-MCMORAN INC
CL B
302130109
720
14456
SH
SOLE
0
0
720
GLOBAL X FDS
MSCI GREECE ETF
33739H101
1620
60951
SH
SOLE
0
0
1620
GLOBE LIFE INC
COM
35671D857
1170
11643
SH
SOLE
0
0
1170
GOLDMAN SACHS GROUP INC
COM
37954Y319
210
650
SH
SOLE
0
0
210
HOME DEPOT INC
COM
37959E102
2040
6801
SH
SOLE
0
0
2040
HUNT J B TRANS SVCS INC
COM
38141G104
560
2783
SH
SOLE
0
0
560
INTERNATIONAL PAPER CO
COM
437076102
960
20797
SH
SOLE
0
0
960
ISHARES INC
US INTL HGH YLD
460146103
5630
121964
SH
SOLE
0
0
5630
ISHARES INC
JP MRG EM CRP BD
464287457
260
5558
SH
SOLE
0
0
260
ISHARES INC
JP MORGAN EM ETF
464288166
9840
266551
SH
SOLE
0
0
9840
ISHARES INC
MSCI WORLD ETF
464287200
6140
47926
SH
SOLE
0
0
6140
ISHARES TR
1 3 YR TREAS BD
46434V738
6210
74553
SH
SOLE
0
0
6210
ISHARES TR
AGENCY BOND ETF
46429B697
2850
25345
SH
SOLE
0
0
2850
ISHARES TR
CORE S&P500 ETF
464286178
2400
5300
SH
SOLE
0
0
2400
ISHARES TR
CORE MSCI EURO
464287242
1840
34500
SH
SOLE
0
0
1840
ISHARES TR
MSCI USA MIN VOL
464286251
1050
13500
SH
SOLE
0
0
1050
ISHARES TR
IBOXX INV CP ETF
464286517
570
4700
SH
SOLE
0
0
570
ISHARES TR
JPMORGAN USD EMG
464288281
5430
55495
SH
SOLE
0
0
5430
ISHARES TR
LATN AMER 40 ETF
464287390
3210
105696
SH
SOLE
0
0
3210
ISHARES TR
MSCI EMG MKT ETF
464287234
18060
400013
SH
SOLE
0
0
18060
ISHARES TR
MSCI INDIA ETF
46429B598
4890
109725
SH
SOLE
0
0
4890
ISHARES TR
S&P 500 VAL ETF
464286392
470
3000
SH
SOLE
0
0
470
ISHARES TR
US TREAS BD ETF
464287408
5750
228820
SH
SOLE
0
0
5750
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W598
10900
219849
SH
SOLE
0
0
10900
ISHARES U S ETF TR
BLOOMBERG ROLL
46429B267
7860
128077
SH
SOLE
0
0
7860
JOHNSON & JOHNSON
COM
445658107
970
5495
SH
SOLE
0
0
970
JPMORGAN CHASE & CO
COM
46625H100
3140
23038
SH
SOLE
0
0
3140
KKR & CO INC
COM
478160104
840
14409
SH
SOLE
0
0
840
KLA CORP
COM NEW
48251W104
1470
4008
SH
SOLE
0
0
1470
LAM RESEARCH CORP
COM
482480100
1270
2363
SH
SOLE
0
0
1270
LAS VEGAS SANDS CORP
COM
512807108
240
6230
SH
SOLE
0
0
240
LILLY ELI & CO
COM
517834107
570
2000
SH
SOLE
0
0
570
M & T BK CORP
COM
55261F104
1300
7671
SH
SOLE
0
0
1300
MASTERCARD INCORPORATED
CL A
57636Q104
560
1580
SH
SOLE
0
0
560
MCKESSON CORP
COM
58155Q103
2030
6626
SH
SOLE
0
0
2030
META PLATFORMS INC
CL A
30303M102
510
2301
SH
SOLE
0
0
510
METLIFE INC
COM
59156R108
520
7386
SH
SOLE
0
0
520
MICROSOFT CORP
COM
594918104
470
1520
SH
SOLE
0
0
470
MORGAN STANLEY
COM NEW
617446448
1760
20150
SH
SOLE
0
0
1760
MOSAIC CO NEW
COM
65249B109
1350
20254
SH
SOLE
0
0
1350
NEWMONT CORP
COM
651639106
1610
20223
SH
SOLE
0
0
1610
NEWS CORP NEW
CL A
670346105
390
17605
SH
SOLE
0
0
390
NUCOR CORP
COM
681919106
1950
13130
SH
SOLE
0
0
1950
OMNICOM GROUP INC
COM
68389X105
1340
15801
SH
SOLE
0
0
1340
ORACLE CORP
COM
695156109
850
10250
SH
SOLE
0
0
850
PACKAGING CORP AMER
COM
74347B706
720
4603
SH
SOLE
0
0
720
PRICE T ROWE GROUP INC
COM
744320102
340
2263
SH
SOLE
0
0
340
PROSHARES TR
ST EMG MKT ETF
747525103
6490
98454
SH
SOLE
0
0
6490
PRUDENTIAL FINL INC
COM
751212101
210
1800
SH
SOLE
0
0
210
QUALCOMM INC
COM
7591EP100
370
2400
SH
SOLE
0
0
370
RALPH LAUREN CORP
CL A
770323103
420
3719
SH
SOLE
0
0
420
REGIONS FINANCIAL CORP NEW
COM
81369Y704
1370
61718
SH
SOLE
0
0
1370
ROBERT HALF INTL INC
COM
828806109
570
5022
SH
SOLE
0
0
570
SELECT SECTOR SPDR TR
SBI INT-INDS
833034101
240
2300
SH
SOLE
0
0
240
SIMON PPTY GROUP INC NEW
COM
78464A359
250
1900
SH
SOLE
0
0
250
SNAP ON INC
COM
78468R663
1170
5704
SH
SOLE
0
0
1170
SPDR S&P 500 ETF TR
TR UNIT
78468R200
3770
8350
SH
SOLE
0
0
3770
SPDR SER TR
BLOOMBERG CONV
78464A656
12850
167040
SH
SOLE
0
0
12850
SPDR SER TR
BLOOMBERG 1-3 MO
78462F103
9370
102437
SH
SOLE
0
0
9370
SPDR SER TR
BLOOMBERG INVT
78467V707
18290
599731
SH
SOLE
0
0
18290
SPDR SER TR
PORTFLI TIPS ETF
74144T108
17710
585222
SH
SOLE
0
0
17710
SSGA ACTIVE ETF TR
ULT SHT TRM BD
61945C103
2220
55580
SH
SOLE
0
0
2220
T-MOBILE US INC
COM
872590104
7880
61400
SH
SOLE
0
0
7880
US BANCORP DEL
COM NEW
902973304
410
7791
SH
SOLE
0
0
410
VANECK ETF TRUST
RARE EARTH/STRTG
92189H805
1420
11966
SH
SOLE
0
0
1420
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2310
29050
SH
SOLE
0
0
2310
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
921946885
400
8568
SH
SOLE
0
0
400
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042858
10230
100963
SH
SOLE
0
0
10230
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
270
4351
SH
SOLE
0
0
270
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
5890
62923
SH
SOLE
0
0
5890
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
210
3569
SH
SOLE
0
0
210
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
922042742
260
3278
SH
SOLE
0
0
260
VANGUARD WHITEHALL FDS
EMERG MKT BD ETF
92206C409
320
4594
SH
SOLE
0
0
320