UBS Group
CGUS icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return