My Portfolio Guide, LLC

Position in UBS — UBS Group AG

CIK 2132204 SEAL BEACH, CA

Position in UBS

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$464,034

New position

Shares Held

11,877

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

My Portfolio Guide, LLC holds $792,905 across 4 Banks - Diversified names. UBS ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBS	UBS Group AG This page	11,877	$464,034
2	BAC	Bank Of America Corp /De/	5,356	$261,105
3	JPM	Jpmorgan Chase & Co	173	$50,889
4	WFC	Wells Fargo & Company/Mn	212	$16,877

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$464,034	11,877	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.