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
2026
Q2 		$230K Buy
+9,111
New +$231K ﹤0.01% 6713
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

UBS Group's CGUI Position: Q2 2026 in Review

UBS Group opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q2 2026: 9,111 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #6713 among its holdings. This is a return to the name: UBS Group previously reported a position in CGUI as recently as Q3 2025.

UBS Group first reported a position in CGUI in Q4 2024 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • UBS Group held 9,111 shares of Capital Group Ultra Short Income ETF worth $230K as of Q2 2026.
  • Capital Group Ultra Short Income ETF was a new UBS Group position in Q2 2026.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6713 holding.
  • UBS Group first reported a position in Capital Group Ultra Short Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

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