UBS Group
UTWO icon

UBS Group’s US Treasury 2 Year Note ETF UTWO Stock Holding History

UBS Group’s Portfolio UTWO Stock Details UTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35M Sell
90,673
-58,488
-39% -$2.82M ﹤0.01% 4328
2026
Q1 		$7.2M Sell
149,161
-35,239
-19% -$1.71M ﹤0.01% 3692
2025
Q4 		$8.96M Buy
184,400
+78,348
+74% +$3.81M ﹤0.01% 3408
2025
Q3 		$5.15M Sell
106,052
-283
-0.3% -$13.7K ﹤0.01% 3998
2025
Q2 		$5.16M Buy
106,335
+38,322
+56% +$1.85M ﹤0.01% 3852
2025
Q1 		$3.3M Sell
68,013
-327
-0.5% -$15.8K ﹤0.01% 4223
2024
Q4 		$3.28M Buy
68,340
+17,243
+34% +$831K ﹤0.01% 4239
2024
Q3 		$2.49M Buy
51,097
+19,231
+60% +$931K ﹤0.01% 3785
2024
Q2 		$1.53M Buy
31,866
+484
+2% +$23.1K ﹤0.01% 4030
2024
Q1 		$1.51M Buy
31,382
+4,553
+17% +$219K ﹤0.01% 4225
2023
Q4 		$1.3M Buy
26,829
+26,758
+37,687% +$1.28M ﹤0.01% 4260
2023
Q3 		$3.4K Buy
+71
New +$3.41K ﹤0.01% 7564
2022
Q4 		– Sell
-26
Closed -$1K – 11166
2022
Q3 		$1K Buy
+26
New +$1.29K ﹤0.01% 10051

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

UBS Group's UTWO Position: Q2 2026 in Review

UBS Group reduced its US Treasury 2 Year Note ETF (UTWO) stake by 39% in Q2 2026, selling an estimated $2.82M and leaving 90,673 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

UBS Group first reported a position in UTWO in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.96M in Q4 2025. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • UBS Group held 90,673 shares of US Treasury 2 Year Note ETF worth $4.35M as of Q2 2026.
  • UBS Group sold 58,488 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $2.82M.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4328 holding.
  • UBS Group first reported a position in US Treasury 2 Year Note ETF in Q3 2022 and has held it in 13 quarters since.
  • UBS Group's US Treasury 2 Year Note ETF position peaked at $8.96M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

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