UBS Group
UTEN icon

UBS Group’s US Treasury 10 Year Note ETF UTEN Stock Holding History

UBS Group’s Portfolio UTEN Stock Details UTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Buy
50,115
+3,411
+7% +$150K ﹤0.01% 4891
2025
Q4 		$2.06M Buy
46,704
+14,662
+46% +$651K ﹤0.01% 4957
2025
Q3 		$1.42M Buy
32,042
+1,121
+4% +$49.1K ﹤0.01% 5274
2025
Q2 		$1.36M Buy
30,921
+6,387
+26% +$277K ﹤0.01% 5177
2025
Q1 		$1.08M Sell
24,534
-7,070
-22% -$305K ﹤0.01% 5232
2024
Q4 		$1.35M Buy
31,604
+9,529
+43% +$416K ﹤0.01% 5081
2024
Q3 		$1M Buy
22,075
+550
+3% +$24.7K ﹤0.01% 4653
2024
Q2 		$935K Sell
21,525
-7,947
-27% -$343K ﹤0.01% 4476
2024
Q1 		$1.3M Buy
29,472
+23,895
+428% +$1.06M ﹤0.01% 4371
2023
Q4 		$251K Buy
+5,577
New +$241K ﹤0.01% 5625
2023
Q3 		– Sell
-1,849
Closed -$84.2K – 9993
2023
Q2 		$84.2K Buy
1,849
+800
+76% +$37.1K ﹤0.01% 6147
2023
Q1 		$49.2K Buy
+1,049
New +$48.5K ﹤0.01% 6467

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM