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	$300M	Buy	4,599,500 +3,244,500	+239%	+$219M	0.05%	427
2025 Q4	$87.8M	Sell	1,355,000 -2,374,700	-64%	-$149M	0.01%	1118
2025 Q3	$236M	Buy	3,729,700 +1,034,600	+38%	+$65.2M	0.04%	503
2025 Q2	$160M	Sell	2,695,100 -1,076,200	-29%	-$59.9M	0.03%	653
2025 Q1	$214M	Buy	3,771,300 +155,500	+4%	+$9.45M	0.04%	469
2024 Q4	$218M	Sell	3,615,800 -791,700	-18%	-$49.1M	0.04%	461
2024 Q3	$249M	Buy	4,407,500 +629,900	+17%	+$34.6M	0.05%	324
2024 Q2	$185M	Buy	3,777,600 +658,600	+21%	+$31.8M	0.05%	372
2024 Q1	$157M	Sell	3,119,000 -2,077,700	-40%	-$103M	0.04%	444
2023 Q4	$272M	Sell	5,196,700 -931,500	-15%	-$41.7M	0.08%	238
2023 Q3	$256M	Sell	6,128,200 -1,697,500	-22%	-$75.7M	0.09%	228
2023 Q2	$320M	Buy	7,825,700 +3,454,400	+79%	+$142M	0.11%	190
2023 Q1	$192M	Buy	4,371,300 +561,300	+15%	+$31.8M	0.07%	270
2022 Q4	$224M	Buy	3,810,000 +425,000	+13%	+$26.2M	0.08%	249
2022 Q3	$199M	Buy	3,385,000 +1,847,500	+120%	+$116M	0.09%	236
2022 Q2	$89.3M	Sell	1,537,500 -1,114,200	-42%	-$69.6M	0.04%	492
2022 Q1	$183M	Buy	2,651,700 +957,700	+57%	+$69.8M	0.06%	327
2021 Q4	$120M	Buy	1,694,000 +297,500	+21%	+$21.3M	0.03%	526
2021 Q3	$94.6M	Buy	1,396,500 +661,500	+90%	+$42.5M	0.03%	551
2021 Q2	$48.2M	Sell	735,000 -85,000	-10%	-$5.81M	0.02%	878
2021 Q1	$54.4M	Sell	820,000 -439,700	-35%	-$27.4M	0.02%	793
2020 Q4	$65.4M	Buy	1,259,700 +465,700	+59%	+$21.3M	0.02%	660
2020 Q3	$28.3M	Sell	794,000 -662,000	-45%	-$25M	0.01%	953
2020 Q2	$55.9M	Buy	1,456,000 +1,086,000	+294%	+$39.7M	0.02%	555
2020 Q1	$12.1M	Sell	370,000 -654,500	-64%	-$32M	0.01%	1283
2019 Q4	$59.7M	Buy	1,024,500 +529,500	+107%	+$29.4M	0.02%	669
2019 Q3	$26.1M	Sell	495,000 -280,000	-36%	-$14.6M	0.01%	1059
2019 Q2	$41.4M	Buy	775,000 +250,600	+48%	+$13.4M	0.02%	768
2019 Q1	$26.9M	Sell	524,400 -338,800	-39%	-$18.1M	0.01%	968
2018 Q4	$40.4M	Sell	863,200 -591,800	-41%	-$31.6M	0.02%	691
2018 Q3	$86.5M	Sell	1,455,000 -90,000	-6%	-$5.61M	0.03%	455
2018 Q2	$94.2M	Sell	1,545,000 -1,620,000	-51%	-$102M	0.04%	418
2018 Q1	$191M	Buy	3,165,000 +2,910,000	+1,141%	+$181M	0.08%	249
2017 Q4	$15M	Buy	+255,000	New	+$14.6M	0.01%	1389
2017 Q2	–	Sell	-556,845	Closed	-$30.4M	–	7830
2017 Q1	$30.4M	Buy	556,845 +493,445	+778%	+$27.6M	0.02%	779
2016 Q4	$3.52M	Sell	63,400 -49,300	-44%	-$2.41M	﹤0.01%	2398
2016 Q3	$4.76M	Hold	112,700	–	–	﹤0.01%	2065
2016 Q2	$4.33M	Buy	112,700 +56,800	+102%	+$2.24M	﹤0.01%	2070
2016 Q1	$2.1M	Sell	55,900 -1,800	-3%	-$66.2K	﹤0.01%	2626
2015 Q4	$2.42M	Buy	57,700 +55,900	+3,106%	+$2.42M	﹤0.01%	2625
2015 Q3	$74K	Sell	1,800 -4,800	-73%	-$204K	﹤0.01%	5480
2015 Q2	$291K	Buy	6,600 +4,800	+267%	+$204K	﹤0.01%	4538
2015 Q1	$73K	Sell	1,800 -1,000	-36%	-$39.5K	﹤0.01%	5690
2014 Q4	$114K	Buy	+2,800	New	+$110K	﹤0.01%	5571

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.