UBS Group
UTRE icon

UBS Group’s US Treasury 3 Year Note ETF UTRE Stock Holding History

UBS Group’s Portfolio UTRE Stock Details UTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.61K Hold
174
– – ﹤0.01% 8499
2025
Q4 		$8.67K Hold
174
– – ﹤0.01% 8342
2025
Q3 		$8.67K Hold
174
– – ﹤0.01% 8646
2025
Q2 		$8.66K Hold
174
– – ﹤0.01% 8935
2025
Q1 		$8.62K Buy
+174
New +$8.54K ﹤0.01% 8740
2024
Q4 		– Sell
-221
Closed -$11K – 10431
2024
Q3 		$11K Buy
221
+154
+230% +$7.63K ﹤0.01% 7701
2024
Q2 		$3.27K Buy
+67
New +$3.26K ﹤0.01% 8238

Other funds holding UTRE

CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
PWA
Perspective Wealth Advisors Loveland, Colorado $154M AUM
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UBS Group's UTRE Position: Q1 2026 in Review

UBS Group held its US Treasury 3 Year Note ETF (UTRE) position steady in Q1 2026 at 174 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #8499.

UBS Group first reported a position in UTRE in Q2 2024 and has held it in 7 quarters since. The position peaked at $11K in Q3 2024. 12 funds tracked by Wall St. Rank hold UTRE as of Q1 2026.

  • UBS Group held 174 shares of US Treasury 3 Year Note ETF worth $8.61K as of Q1 2026.
  • UBS Group left its US Treasury 3 Year Note ETF share count unchanged in Q1 2026.
  • US Treasury 3 Year Note ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8499 holding.
  • UBS Group first reported a position in US Treasury 3 Year Note ETF in Q2 2024 and has held it in 7 quarters since.
  • UBS Group's US Treasury 3 Year Note ETF position peaked at $11K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q1 2026.

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