Portfolio (Quarterly)
Guide ↗
UBS Group AG
· CIK 0001610520| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1261 | CSBR | CHAMPIONS ONCOLOGY INC | Healthcare | 190 | $1K | — | SOLD |
| 1262 | — | 2023 ETF SERIES TRUST | — | 48 | $1K | — | SOLD |
| 1263 | — | ADVANCED BIOMED INC | — | 4,324 | $1K | — | SOLD |
| 1264 | — | MDJM LTD | — | 609 | $1K | — | SOLD |
| 1265 | — | PAGAYA TECHNOLOGIES LTD | — | 3,906 | $1K | — | SOLD |
| 1266 | XJH | ISHARES TR | — | 27 | $1K | — | SOLD |
| 1267 | — | ADDEX THERAPEUTICS LTD | — | 156 | $1K | — | SOLD |
| 1268 | PLTW | ROUNDHILL ETF TRUST | — | 32 | $1K | — | SOLD |
| 1269 | — | ALEANNA INC | — | 8,430 | $1K | — | SOLD |
| 1270 | — | INTELLIGENT GROUP LIMITED | — | 1,977 | $1K | — | SOLD |
| 1271 | UAPR | INNOVATOR ETFS TRUST | — | 36 | $1K | — | SOLD |
| 1272 | GGOV | BLACKROCK ETF TRUST II | — | 24 | $1K | — | SOLD |
| 1273 | BAFN | BAYFIRST FINANCIAL CORP | Financial Services | 149 | $1K | — | SOLD |
| 1274 | CMDT | PIMCO ETF TR | — | 42 | $1K | — | SOLD |
| 1275 | LSEQ | HARBOR ETF TRUST | — | 42 | $1K | — | SOLD |
| 1276 | PST | PROSHARES TR | — | 52 | $1K | — | SOLD |
| 1277 | DDTD | INNOVATOR ETFS TRUST | — | 60 | $1K | — | SOLD |
| 1278 | ITAN | EA SERIES TRUST | — | 31 | $1K | — | SOLD |
| 1279 | — | X3 HOLDINGS CO LTD | — | 3,138 | $1K | — | SOLD |
| 1280 | SKF | PROSHARES TR | — | 45 | $1K | — | SOLD |
Sector Allocation
Technology
27.2%
Financial Services
17.5%
Industrials
11.0%
Healthcare
9.8%
Consumer Cyclical
9.1%
Communication Services
7.5%
Energy
5.5%
Consumer Defensive
4.8%
Basic Materials
2.7%
Utilities
2.7%