UBS Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

UBS Group’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206M	Buy	3,157,350 +1,925,610	+156%	+$130M	0.03%	604
2025 Q4	$79.8M	Sell	1,231,740 -3,985,060	-76%	-$250M	0.01%	1195
2025 Q3	$330M	Buy	5,216,800 +2,972,600	+132%	+$187M	0.05%	357
2025 Q2	$133M	Buy	2,244,200 +1,666,300	+288%	+$92.8M	0.02%	769
2025 Q1	$32.9M	Sell	577,900 -1,522,100	-72%	-$92.5M	0.01%	1875
2024 Q4	$127M	Buy	2,100,000 +725,000	+53%	+$45M	0.02%	763
2024 Q3	$77.8M	Sell	1,375,000 -189,900	-12%	-$10.4M	0.02%	877
2024 Q2	$76.8M	Sell	1,564,900 -400,000	-20%	-$19.3M	0.02%	776
2024 Q1	$98.8M	Buy	1,964,900 +413,800	+27%	+$20.4M	0.02%	652
2023 Q4	$81.3M	Sell	1,551,100 -1,431,300	-48%	-$64M	0.02%	686
2023 Q3	$125M	Sell	2,982,400 -1,085,600	-27%	-$48.4M	0.04%	415
2023 Q2	$166M	Buy	4,068,000 +1,935,200	+91%	+$79.4M	0.06%	330
2023 Q1	$93.5M	Buy	2,132,800 +432,800	+25%	+$24.6M	0.03%	483
2022 Q4	$99.9M	Sell	1,700,000 -1,450,000	-46%	-$89.2M	0.04%	493
2022 Q3	$185M	Buy	3,150,000 +1,215,000	+63%	+$76M	0.08%	253
2022 Q2	$112M	Buy	1,935,000 +245,000	+14%	+$15.3M	0.05%	407
2022 Q1	$116M	Sell	1,690,000 -2,045,800	-55%	-$149M	0.04%	470
2021 Q4	$265M	Buy	3,735,800 +3,530,800	+1,722%	+$253M	0.08%	268
2021 Q3	$13.9M	Buy	205,000 +155,000	+310%	+$9.97M	﹤0.01%	1796
2021 Q2	$3.28M	Sell	50,000 -425,000	-89%	-$29.1M	﹤0.01%	3099
2021 Q1	$31.5M	Sell	475,000 -5,902,900	-93%	-$368M	0.01%	1132
2020 Q4	$331M	Buy	6,377,900 +6,327,900	+12,656%	+$289M	0.11%	205
2020 Q3	$1.78M	Sell	50,000 -5,700	-10%	-$215K	﹤0.01%	3150
2020 Q2	$2.14M	Buy	55,700 +37,100	+199%	+$1.36M	﹤0.01%	2807
2020 Q1	$606K	Sell	18,600 -663,200	-97%	-$32.5M	﹤0.01%	3785
2019 Q4	$39.7M	Buy	+681,800	New	+$37.8M	0.01%	906
2019 Q2	–	Sell	-688,700	Closed	-$35.4M	–	8019
2019 Q1	$35.4M	Sell	688,700 -15,690,400	-96%	-$837M	0.01%	821
2018 Q4	$766M	Buy	16,379,100 +16,060,000	+5,033%	+$859M	0.35%	59
2018 Q3	$19M	Buy	319,100 +25,600	+9%	+$1.6M	0.01%	1242
2018 Q2	$17.9M	Sell	293,500 -18,300	-6%	-$1.15M	0.01%	1255
2018 Q1	$18.8M	Sell	311,800 -127,300	-29%	-$7.9M	0.01%	1211
2017 Q4	$25.8M	Buy	+439,100	New	+$25.2M	0.01%	1026
2017 Q3	–	Sell	-41,300	Closed	-$2.27M	–	7866
2017 Q2	$2.27M	Buy	41,300 +16,300	+65%	+$877K	﹤0.01%	2904
2017 Q1	$1.36M	Hold	25,000	–	–	﹤0.01%	3277
2016 Q4	$1.39M	Buy	+25,000	New	+$1.22M	﹤0.01%	3259
2016 Q3	–	Sell	-67,200	Closed	-$2.58M	–	7815
2016 Q2	$2.58M	Buy	+67,200	New	+$2.66M	﹤0.01%	2563
2016 Q1	–	Sell	-600	Closed	-$25K	–	7919
2015 Q4	$25K	Hold	600	–	–	﹤0.01%	6512
2015 Q3	$25K	Sell	600 -61,800	-99%	-$2.62M	﹤0.01%	6473
2015 Q2	$2.76M	Sell	62,400 -178,700	-74%	-$7.59M	﹤0.01%	2670
2015 Q1	$9.84M	Buy	241,100 +200,200	+489%	+$7.9M	0.01%	1492
2014 Q4	$1.67M	Buy	+40,900	New	+$1.61M	﹤0.01%	3076

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group's KRE Position: Q1 2026 in Review

UBS Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 13% in Q1 2026, buying an estimated $15.2M and bringing the position to 2,013,539 shares worth $131M. The position accounts for 0.02% of the portfolio, ranked #852.

UBS Group first reported a position in KRE in Q4 2014 and has held it in 46 quarters since. The position peaked at $264M in Q4 2019. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

UBS Group held 2,013,539 shares of State Street SPDR S&P Regional Banking ETF worth $131M as of Q1 2026.
UBS Group bought 225,491 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $15.2M.
State Street SPDR S&P Regional Banking ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #852 holding.
UBS Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street SPDR S&P Regional Banking ETF position peaked at $264M in Q4 2019.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.