UBS Group
CGCB icon

UBS Group’s Capital Group Core Bond ETF CGCB Stock Holding History

UBS Group’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Buy
805,505
+373,961
+87% +$9.81M ﹤0.01% 2626
2026
Q1 		$11.3M Buy
431,544
+87,393
+25% +$2.32M ﹤0.01% 3198
2025
Q4 		$9.13M Buy
344,151
+133,670
+64% +$3.56M ﹤0.01% 3388
2025
Q3 		$5.59M Buy
210,481
+72,860
+53% +$1.92M ﹤0.01% 3916
2025
Q2 		$3.62M Buy
137,621
+16,266
+13% +$424K ﹤0.01% 4210
2025
Q1 		$3.19M Buy
121,355
+74,092
+157% +$1.93M ﹤0.01% 4254
2024
Q4 		$1.22M Buy
47,263
+27,543
+140% +$723K ﹤0.01% 5151
2024
Q3 		$531K Buy
+19,720
New +$525K ﹤0.01% 5185

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group's CGCB Position: Q2 2026 in Review

UBS Group increased its Capital Group Core Bond ETF (CGCB) stake by 87% in Q2 2026, buying an estimated $9.81M and bringing the position to 805,505 shares worth $21.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

UBS Group first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • UBS Group held 805,505 shares of Capital Group Core Bond ETF worth $21.1M as of Q2 2026.
  • UBS Group bought 373,961 Capital Group Core Bond ETF shares in Q2 2026, an estimated $9.81M.
  • Capital Group Core Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2626 holding.
  • UBS Group first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

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