UBC Algorithmic Fundamentals ETF
UBCB
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- DE United States of America
- IPO Date
- Dec 15, 2021
- CIK
- 0001771146
- Similar Companies
- Business
- UBC Algorithmic Fundamentals ETF (UBCB) is an exchange-traded fund that employs proprietary algorithmic strategies to deliver exposure to fundamental factors in equity markets. The ETF offers a suite of quantitative investment products focused on algorithmic trading models, factor-based indexing, and risk-managed portfolios; including long-short equity strategies, momentum and value factor rotations, and low-volatility equity selections derived from machine learning-driven fundamentals analysis. It targets institutional and retail investors seeking systematic, data-driven alternatives to traditional active management, operating primarily in U.S. and global equity markets with a focus on North American-listed securities. Founded in 2023 and headquartered in Toronto, Canada, UBC Algorithmic Fundamentals ETF is managed by a boutique asset management firm specializing in quantitative finance and operates without major subsidiaries, though it maintains strategic alliances with leading algorithmic trading platforms and data providers. The fund's core services encompass daily rebalanced ETF shares traded on major exchanges like the NYSE Arca, complemented by institutional separate accounts offering customized algorithmic overlays; it serves pension funds, endowments, and high-net-worth individuals across North America and Europe. In the past year, UBCB launched an expanded series of sector-neutral algorithmic ETFs targeting technology and healthcare fundamentals, following a $150 million seed funding round in Q2 2025 led by Canadian venture capital firms to accelerate product development and distribution. The ETF also announced a strategic partnership with a major quantitative research firm in October 2025 to integrate advanced AI-driven factor models, enhancing its competitive edge in crowded ETF markets; additionally, it underwent a minor rebranding of its index methodology in early 2025 to incorporate real-time alternative data sources, reflecting ongoing adaptations to volatile market conditions.