UBS Group
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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
2026
Q2 		$2.13K Buy
+78
New +$2.1K ﹤0.01% 9398
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
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's BYRE Position: Q2 2026 in Review

UBS Group opened a new position in Principal Real Estate Active Opportunities ETF (BYRE) in Q2 2026: 78 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #9398 among its holdings. This is a return to the name: UBS Group previously reported a position in BYRE as recently as Q1 2025.

UBS Group first reported a position in BYRE in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.65K in Q1 2025. 8 funds tracked by Wall St. Rank hold BYRE as of Q2 2026.

  • UBS Group held 78 shares of Principal Real Estate Active Opportunities ETF worth $2.13K as of Q2 2026.
  • Principal Real Estate Active Opportunities ETF was a new UBS Group position in Q2 2026.
  • Principal Real Estate Active Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9398 holding.
  • UBS Group first reported a position in Principal Real Estate Active Opportunities ETF in Q3 2024 and has held it in 4 quarters since.
  • UBS Group's Principal Real Estate Active Opportunities ETF position peaked at $2.65K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Principal Real Estate Active Opportunities ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.