UBS Group
CGUI

UBS Group’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

UBS Group’s Portfolio CGUI Stock Details CGUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-457
Closed -$11.6K – 11349
2025
Q3 		$11.6K Buy
+457
New +$11.6K ﹤0.01% 8480
2025
Q1 		– Sell
-305
Closed -$7.67K – 10845
2024
Q4 		$7.67K Buy
+305
New +$7.7K ﹤0.01% 8461

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group's CGUI Position: Q4 2025 in Review

UBS Group sold out of Capital Group Ultra Short Income ETF (CGUI) in Q4 2025, closing a stake of 457 shares — an estimated $11.6K sold.

UBS Group first reported a position in CGUI in Q4 2024 and held it in 2 quarters. The position peaked at $11.6K in Q3 2025. 44 funds tracked by Wall St. Rank hold CGUI as of Q4 2025.

  • UBS Group reported no remaining Capital Group Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 457 Capital Group Ultra Short Income ETF shares in Q4 2025, an estimated $11.6K.
  • UBS Group first reported a position in Capital Group Ultra Short Income ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's Capital Group Ultra Short Income ETF position peaked at $11.6K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.