UBS Group
CGSD icon

UBS Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

UBS Group’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1M Buy
1,288,331
+12,104
+0.9% +$313K ﹤0.01% 2160
2026
Q1 		$32.9M Sell
1,276,227
-5,351
-0.4% -$139K ﹤0.01% 2078
2025
Q4 		$33.3M Buy
1,281,578
+110,713
+9% +$2.88M 0.01% 2057
2025
Q3 		$30.4M Buy
1,170,865
+289,270
+33% +$7.52M ﹤0.01% 2124
2025
Q2 		$22.9M Sell
881,595
-4,413
-0.5% -$114K ﹤0.01% 2236
2025
Q1 		$22.9M Buy
886,008
+7,566
+0.9% +$195K ﹤0.01% 2191
2024
Q4 		$22.5M Buy
878,442
+118,297
+16% +$3.04M ﹤0.01% 2206
2024
Q3 		$19.7M Buy
760,145
+282,926
+59% +$7.28M ﹤0.01% 1843
2024
Q2 		$12.1M Buy
477,219
+135,033
+39% +$3.43M ﹤0.01% 2069
2024
Q1 		$8.69M Buy
342,186
+104,944
+44% +$2.67M ﹤0.01% 2398
2023
Q4 		$6.04M Sell
237,242
-1,079
-0.5% -$27.2K ﹤0.01% 2578
2023
Q3 		$5.97M Buy
238,321
+97,120
+69% +$2.44M ﹤0.01% 2404
2023
Q2 		$3.54M Buy
141,201
+116,332
+468% +$2.96M ﹤0.01% 2921
2023
Q1 		$635K Buy
+24,869
New +$633K ﹤0.01% 4508

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's CGSD Position: Q2 2026 in Review

UBS Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.95% in Q2 2026, buying an estimated $313K and bringing the position to 1,288,331 shares worth $33.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

UBS Group first reported a position in CGSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $33.3M in Q4 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • UBS Group held 1,288,331 shares of Capital Group Short Duration Income ETF worth $33.1M as of Q2 2026.
  • UBS Group bought 12,104 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $313K.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2160 holding.
  • UBS Group first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 14 quarters since.
  • UBS Group's Capital Group Short Duration Income ETF position peaked at $33.3M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

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