What does UBCB track?

UBCB is the UBC Algorithmic Fundamentals ETF, a Other ETF.

What is the expense ratio of UBCB?

Expense ratio data for UBCB is shown on the page when available from our data provider.

What are the largest holdings in UBCB?

UBCB's top holdings are listed on this page when available.

How can PortView analyze UBCB overlap with other ETFs?

PortView computes the holdings overlap between UBCB and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

UBC Algorithmic Fundamentals (UBCB) ETF Holdings & Analysis

ETFOther

$19.04+1.32%

1-year price historyRange $16.99 – $23.96

52-week range$19.04

$16.16$19.44

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What UBCB does

This fund is actively managed by its own advanced artificial intelligence (AI) algorithms. Typically, at least 80% of its net assets are invested in large-capitalization companies listed on U.S. stock exchanges and markets. Such investments may encompass common stocks, American Depositary Receipts (ADRs), and exchange-traded funds that provide large-cap exposure. During normal market conditions, the adviser anticipates holding between 40 and 100 distinct positions across a broad spectrum of industries, guided by its proprietary investment models. The fund operates as a non-diversified entity.

Fund profile

PortView Portfolio Insights

PortView analyzes how UBCB fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does UBCB track?: UBCB is the UBC Algorithmic Fundamentals ETF, a Other ETF.
What is the expense ratio of UBCB?: Expense ratio data for UBCB is shown on the page when available from our data provider.
What are the largest holdings in UBCB?: UBCB's top holdings are listed on this page when available.
How can PortView analyze UBCB overlap with other ETFs?: PortView computes the holdings overlap between UBCB and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.