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 Q2	$2.1M	Sell	48,672 -1,443	-3%	-$62.5K	﹤0.01%	5075
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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

UBS Group's UTEN Position: Q2 2026 in Review

UBS Group reduced its US Treasury 10 Year Note ETF (UTEN) stake by 2.9% in Q2 2026, selling an estimated $62.5K and leaving 48,672 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #5075.

UBS Group first reported a position in UTEN in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.19M in Q1 2026. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

UBS Group held 48,672 shares of US Treasury 10 Year Note ETF worth $2.1M as of Q2 2026.
UBS Group sold 1,443 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $62.5K.
US Treasury 10 Year Note ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5075 holding.
UBS Group first reported a position in US Treasury 10 Year Note ETF in Q1 2023 and has held it in 13 quarters since.
UBS Group's US Treasury 10 Year Note ETF position peaked at $2.19M in Q1 2026.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

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