UBS Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

UBS Group’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7M	Buy	333,534 +55,359	+20%	+$2.05M	﹤0.01%	3178
2026 Q1	$9.57M	Buy	278,175 +77,098	+38%	+$2.76M	﹤0.01%	3404
2025 Q4	$7.1M	Buy	201,077 +40,826	+25%	+$1.43M	﹤0.01%	3666
2025 Q3	$5.56M	Buy	160,251 +46,562	+41%	+$1.59M	﹤0.01%	3923
2025 Q2	$3.8M	Buy	113,689 +22,295	+24%	+$703K	﹤0.01%	4158
2025 Q1	$2.83M	Buy	+91,394	New	+$2.9M	﹤0.01%	4376

Other funds holding CGBL

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

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group's CGBL Position: Q2 2026 in Review

UBS Group increased its Capital Group Core Balanced ETF (CGBL) stake by 20% in Q2 2026, buying an estimated $2.05M and bringing the position to 333,534 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

UBS Group first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

UBS Group held 333,534 shares of Capital Group Core Balanced ETF worth $12.7M as of Q2 2026.
UBS Group bought 55,359 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.05M.
Capital Group Core Balanced ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3178 holding.
UBS Group first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

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