UBS Group
CGCV icon

UBS Group’s Capital Group Conservative Equity ETF CGCV Stock Holding History

UBS Group’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150
Closed -$4.52K – 11348
2025
Q3 		$4.52K Buy
+150
New +$4.4K ﹤0.01% 8945
2024
Q4 		– Sell
-775
Closed -$21.1K – 10543
2024
Q3 		$21.1K Buy
+775
New +$20.2K ﹤0.01% 7338

Other funds holding CGCV

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
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Tribridge Partners Financial
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return

UBS Group's CGCV Position: Q4 2025 in Review

UBS Group sold out of Capital Group Conservative Equity ETF (CGCV) in Q4 2025, closing a stake of 150 shares — an estimated $4.52K sold.

UBS Group first reported a position in CGCV in Q3 2024 and held it in 2 quarters. The position peaked at $21.1K in Q3 2024. 136 funds tracked by Wall St. Rank hold CGCV as of Q4 2025.

  • UBS Group reported no remaining Capital Group Conservative Equity ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 150 Capital Group Conservative Equity ETF shares in Q4 2025, an estimated $4.52K.
  • UBS Group first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and held it in 2 quarters.
  • UBS Group's Capital Group Conservative Equity ETF position peaked at $21.1K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.