UBS Group
BYRE icon

UBS Group’s Principal Real Estate Active Opportunities ETF BYRE Stock Holding History

UBS Group’s Portfolio BYRE Stock Details BYRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-104
Closed -$2.65K – 10292
2025
Q1 		$2.65K Buy
104
+30
+41% +$748 ﹤0.01% 9294
2024
Q4 		$1.82K Buy
74
+60
+429% +$1.55K ﹤0.01% 9162
2024
Q3 		$377 Buy
+14
New +$356 ﹤0.01% 8968

Other funds holding BYRE

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's BYRE Position: Q2 2025 in Review

UBS Group sold out of Principal Real Estate Active Opportunities ETF (BYRE) in Q2 2025, closing a stake of 104 shares — an estimated $2.65K sold.

UBS Group first reported a position in BYRE in Q3 2024 and held it in 3 quarters. The position peaked at $2.65K in Q1 2025. 7 funds tracked by Wall St. Rank hold BYRE as of Q2 2025.

  • UBS Group reported no remaining Principal Real Estate Active Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 104 Principal Real Estate Active Opportunities ETF shares in Q2 2025, an estimated $2.65K.
  • UBS Group first reported a position in Principal Real Estate Active Opportunities ETF in Q3 2024 and held it in 3 quarters.
  • UBS Group's Principal Real Estate Active Opportunities ETF position peaked at $2.65K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Principal Real Estate Active Opportunities ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.