UBS Group’s Capital Group Core Equity ETF CGUS Stock Holding History

UBS Group’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.6M	Buy	1,744,803 +48,676	+3%	+$2.08M	0.01%	1320
2026 Q1	$65.2M	Buy	1,696,127 +120,891	+8%	+$4.87M	0.01%	1376
2025 Q4	$63.4M	Buy	1,575,236 +84,396	+6%	+$3.37M	0.01%	1393
2025 Q3	$58.9M	Buy	1,490,840 +43,214	+3%	+$1.66M	0.01%	1460
2025 Q2	$53.5M	Buy	1,447,626 +552,192	+62%	+$18.8M	0.01%	1468
2025 Q1	$29.9M	Buy	895,434 +89,582	+11%	+$3.15M	0.01%	1957
2024 Q4	$28.2M	Buy	805,852 +78,642	+11%	+$2.76M	0.01%	1972
2024 Q3	$24.9M	Buy	727,210 +58,896	+9%	+$1.95M	0.01%	1651
2024 Q2	$21.6M	Buy	668,314 +192,165	+40%	+$6M	0.01%	1616
2024 Q1	$14.8M	Buy	476,149 +97,380	+26%	+$2.89M	﹤0.01%	1935
2023 Q4	$10.7M	Buy	378,769 +103,795	+38%	+$2.73M	﹤0.01%	2033
2023 Q3	$6.9M	Buy	274,974 +97,120	+55%	+$2.52M	﹤0.01%	2273
2023 Q2	$4.57M	Buy	177,854 +26,389	+17%	+$644K	﹤0.01%	2679
2023 Q1	$3.59M	Buy	151,465 +62,682	+71%	+$1.46M	﹤0.01%	2841
2022 Q4	$1.99M	Buy	88,783 +46,013	+108%	+$1.02M	﹤0.01%	3397
2022 Q3	$872K	Buy	42,770 +6,763	+19%	+$152K	﹤0.01%	3865
2022 Q2	$782K	Buy	+36,007	New	+$844K	﹤0.01%	3928

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's CGUS Position: Q2 2026 in Review

UBS Group increased its Capital Group Core Equity ETF (CGUS) stake by 2.9% in Q2 2026, buying an estimated $2.08M and bringing the position to 1,744,803 shares worth $77.6M. The position accounts for 0.01% of the portfolio, ranked #1320.

UBS Group first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

UBS Group held 1,744,803 shares of Capital Group Core Equity ETF worth $77.6M as of Q2 2026.
UBS Group bought 48,676 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.08M.
Capital Group Core Equity ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1320 holding.
UBS Group first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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