UBS Group
CGGR icon

UBS Group’s Capital Group Growth ETF CGGR Stock Holding History

UBS Group’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219M Buy
5,440,963
+205,265
+4% +$8.86M 0.04% 577
2025
Q4 		$233M Buy
5,235,698
+283,016
+6% +$12.5M 0.05% 506
2025
Q3 		$218M Buy
4,952,682
+891,354
+22% +$37.6M 0.04% 538
2025
Q2 		$165M Buy
4,061,328
+461,138
+13% +$16.8M 0.03% 632
2025
Q1 		$123M Buy
3,600,190
+252,572
+8% +$9.45M 0.03% 790
2024
Q4 		$124M Buy
3,347,618
+366,934
+12% +$13.5M 0.03% 782
2024
Q3 		$104M Buy
2,980,684
+453,303
+18% +$15M 0.03% 702
2024
Q2 		$83.1M Buy
2,527,381
+812,750
+47% +$25.8M 0.03% 733
2024
Q1 		$54.9M Buy
1,714,631
+218,026
+15% +$6.56M 0.02% 989
2023
Q4 		$42.2M Buy
1,496,605
+264,841
+22% +$6.85M 0.02% 1085
2023
Q3 		$30.2M Buy
1,231,764
+199,625
+19% +$5.07M 0.01% 1176
2023
Q2 		$26M Buy
1,032,139
+511,061
+98% +$11.9M 0.01% 1249
2023
Q1 		$11.7M Buy
521,078
+165,782
+47% +$3.6M 0.01% 1777
2022
Q4 		$7.08M Buy
355,296
+231,159
+186% +$4.7M ﹤0.01% 2179
2022
Q3 		$2.42M Buy
124,137
+99,484
+404% +$2.13M ﹤0.01% 2990
2022
Q2 		$492K Buy
+24,653
New +$556K ﹤0.01% 4265

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return