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 Q2	$257M	Buy	5,452,603 +11,640	+0.2%	+$526K	0.03%	540
2026 Q1	$219M	Buy	5,440,963 +205,265	+4%	+$8.86M	0.03%	577
2025 Q4	$233M	Buy	5,235,698 +283,016	+6%	+$12.5M	0.04%	506
2025 Q3	$218M	Buy	4,952,682 +891,354	+22%	+$37.6M	0.03%	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	0.02%	790
2024 Q4	$124M	Buy	3,347,618 +366,934	+12%	+$13.5M	0.02%	782
2024 Q3	$104M	Buy	2,980,684 +453,303	+18%	+$15M	0.02%	702
2024 Q2	$83.1M	Buy	2,527,381 +812,750	+47%	+$25.8M	0.02%	733
2024 Q1	$54.9M	Buy	1,714,631 +218,026	+15%	+$6.56M	0.01%	989
2023 Q4	$42.2M	Buy	1,496,605 +264,841	+22%	+$6.85M	0.01%	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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group's CGGR Position: Q2 2026 in Review

UBS Group increased its Capital Group Growth ETF (CGGR) stake by 0.21% in Q2 2026, buying an estimated $526K and bringing the position to 5,452,603 shares worth $257M. The position accounts for 0.03% of the portfolio, ranked #540.

UBS Group first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

UBS Group held 5,452,603 shares of Capital Group Growth ETF worth $257M as of Q2 2026.
UBS Group bought 11,640 Capital Group Growth ETF shares in Q2 2026, an estimated $526K.
Capital Group Growth ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #540 holding.
UBS Group first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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