UBS Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

UBS Group’s Portfolio CGMS Stock Details CGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$171M	Buy	6,240,391 +621,455	+11%	+$17.1M	0.02%	759
2026 Q1	$153M	Buy	5,618,936 +1,205,779	+27%	+$33.3M	0.02%	758
2025 Q4	$122M	Buy	4,413,157 +888,212	+25%	+$24.6M	0.02%	881
2025 Q3	$97.8M	Buy	3,524,945 +1,162,393	+49%	+$32.2M	0.02%	1040
2025 Q2	$65.3M	Buy	2,362,552 +245,858	+12%	+$6.66M	0.01%	1278
2025 Q1	$57.8M	Buy	2,116,694 +470,601	+29%	+$12.9M	0.01%	1352
2024 Q4	$44.9M	Buy	1,646,093 +691,399	+72%	+$19M	0.01%	1560
2024 Q3	$26.6M	Buy	954,694 +285,548	+43%	+$7.86M	0.01%	1607
2024 Q2	$18M	Buy	669,146 +217,187	+48%	+$5.84M	﹤0.01%	1776
2024 Q1	$12.2M	Buy	451,959 +304,612	+207%	+$8.21M	﹤0.01%	2103
2023 Q4	$3.98M	Buy	147,347 +79,184	+116%	+$2.06M	﹤0.01%	3020
2023 Q3	$1.74M	Buy	68,163 +44,782	+192%	+$1.16M	﹤0.01%	3575
2023 Q2	$609K	Buy	23,381 +23,263	+19,714%	+$609K	﹤0.01%	4662
2023 Q1	$3.11K	Buy	+118	New	+$3.09K	﹤0.01%	8384

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

UBS Group's CGMS Position: Q2 2026 in Review

UBS Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 11% in Q2 2026, buying an estimated $17.1M and bringing the position to 6,240,391 shares worth $171M. The position accounts for 0.02% of the portfolio, ranked #759.

UBS Group first reported a position in CGMS in Q1 2023 and has held it in 14 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

UBS Group held 6,240,391 shares of Capital Group US Multi-Sector Income ETF worth $171M as of Q2 2026.
UBS Group bought 621,455 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $17.1M.
Capital Group US Multi-Sector Income ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #759 holding.
UBS Group first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 14 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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