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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group's UTWO Position: Q1 2026 in Review

UBS Group reduced its US Treasury 2 Year Note ETF (UTWO) stake by 19% in Q1 2026, selling an estimated $1.71M and leaving 149,161 shares worth $7.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

UBS Group first reported a position in UTWO in Q3 2022 and has held it in 12 quarters since. The position peaked at $8.96M in Q4 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • UBS Group held 149,161 shares of US Treasury 2 Year Note ETF worth $7.2M as of Q1 2026.
  • UBS Group sold 35,239 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $1.71M.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3692 holding.
  • UBS Group first reported a position in US Treasury 2 Year Note ETF in Q3 2022 and has held it in 12 quarters since.
  • UBS Group's US Treasury 2 Year Note ETF position peaked at $8.96M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

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