UBS Group
CGCP icon

UBS Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

UBS Group’s Portfolio CGCP Stock Details CGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119M Buy
5,339,333
+422,863
+9% +$9.46M 0.02% 1006
2026
Q1 		$110M Buy
4,916,470
+190,382
+4% +$4.31M 0.02% 983
2025
Q4 		$107M Buy
4,726,088
+459,555
+11% +$10.5M 0.02% 977
2025
Q3 		$96.9M Buy
4,266,533
+325,561
+8% +$7.36M 0.02% 1047
2025
Q2 		$88.7M Sell
3,940,972
-354,679
-8% -$7.88M 0.02% 1050
2025
Q1 		$96.4M Buy
4,295,651
+261,548
+6% +$5.85M 0.02% 956
2024
Q4 		$89.6M Buy
4,034,103
+543,243
+16% +$12.3M 0.02% 993
2024
Q3 		$80.7M Buy
3,490,860
+158,167
+5% +$3.61M 0.02% 853
2024
Q2 		$74.1M Buy
3,332,693
+467,762
+16% +$10.4M 0.02% 801
2024
Q1 		$64.3M Buy
2,864,931
+557,537
+24% +$12.5M 0.02% 884
2023
Q4 		$52.4M Buy
2,307,394
+894,321
+63% +$19.5M 0.02% 949
2023
Q3 		$30.4M Buy
1,413,073
+504,105
+55% +$11.1M 0.01% 1170
2023
Q2 		$20.2M Buy
908,968
+146,555
+19% +$3.31M 0.01% 1440
2023
Q1 		$17.4M Sell
762,413
-34,607
-4% -$783K 0.01% 1506
2022
Q4 		$17.8M Buy
797,020
+711,017
+827% +$15.8M 0.01% 1501
2022
Q3 		$1.88M Buy
+86,003
New +$2M ﹤0.01% 3210

Other funds holding CGCP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UBS Group's CGCP Position: Q2 2026 in Review

UBS Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.6% in Q2 2026, buying an estimated $9.46M and bringing the position to 5,339,333 shares worth $119M. The position accounts for 0.02% of the portfolio, ranked #1006.

UBS Group first reported a position in CGCP in Q3 2022 and has held it in 16 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • UBS Group held 5,339,333 shares of Capital Group Core Plus Income ETF worth $119M as of Q2 2026.
  • UBS Group bought 422,863 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $9.46M.
  • Capital Group Core Plus Income ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #1006 holding.
  • UBS Group first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

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