UBS Group
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UBS Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

UBS Group’s Portfolio CGMU Stock Details CGMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127M Buy
4,610,111
+233,238
+5% +$6.38M 0.02% 966
2026
Q1 		$119M Buy
4,376,873
+344,103
+9% +$9.49M 0.02% 929
2025
Q4 		$110M Buy
4,032,770
+450,074
+13% +$12.3M 0.02% 961
2025
Q3 		$97.8M Buy
3,582,696
+393,042
+12% +$10.6M 0.02% 1041
2025
Q2 		$85.1M Buy
3,189,654
+62,643
+2% +$1.66M 0.01% 1091
2025
Q1 		$83.9M Buy
3,127,011
+834,664
+36% +$22.6M 0.02% 1046
2024
Q4 		$61.7M Buy
2,292,347
+26,712
+1% +$726K 0.01% 1270
2024
Q3 		$62.2M Buy
2,265,635
+396,435
+21% +$10.8M 0.01% 1014
2024
Q2 		$50.2M Buy
1,869,200
+510,975
+38% +$13.7M 0.01% 1039
2024
Q1 		$36.7M Buy
1,358,225
+144,295
+12% +$3.9M 0.01% 1244
2023
Q4 		$32.9M Buy
1,213,930
+778,342
+179% +$20.4M 0.01% 1242
2023
Q3 		$11.2M Buy
435,588
+247,939
+132% +$6.52M ﹤0.01% 1901
2023
Q2 		$4.97M Buy
187,649
+185,149
+7,406% +$4.92M ﹤0.01% 2601
2023
Q1 		$66.7K Buy
2,500
+2,398
+2,351% +$63.8K ﹤0.01% 6225
2022
Q4 		$2.67K Buy
+102
New +$2.65K ﹤0.01% 9640

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's CGMU Position: Q2 2026 in Review

UBS Group increased its Capital Group Municipal Income ETF (CGMU) stake by 5.3% in Q2 2026, buying an estimated $6.38M and bringing the position to 4,610,111 shares worth $127M. The position accounts for 0.02% of the portfolio, ranked #966.

UBS Group first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • UBS Group held 4,610,111 shares of Capital Group Municipal Income ETF worth $127M as of Q2 2026.
  • UBS Group bought 233,238 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $6.38M.
  • Capital Group Municipal Income ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #966 holding.
  • UBS Group first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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