UBS Group
CPLS icon

UBS Group’s AB Core Plus Bond ETF CPLS Stock Holding History

UBS Group’s Portfolio CPLS Stock Details CPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.2K Sell
148
-117
-44% -$4.12K ﹤0.01% 8952
2026
Q1 		$9.35K Buy
+265
New +$9.42K ﹤0.01% 8446
2025
Q4 		– Sell
-441
Closed -$15.8K – 10593
2025
Q3 		$15.8K Buy
441
+263
+148% +$9.34K ﹤0.01% 8304
2025
Q2 		$6.32K Sell
178
-8,880
-98% -$311K ﹤0.01% 9102
2025
Q1 		$320K Buy
9,058
+8,958
+8,958% +$314K ﹤0.01% 6192
2024
Q4 		$3.48K Buy
+100
New +$3.55K ﹤0.01% 8871
2024
Q3 		– Sell
-7
Closed -$246 – 9566
2024
Q2 		$246 Hold
7
– – ﹤0.01% 9034
2024
Q1 		$248 Buy
7
+5
+250% +$177 ﹤0.01% 8688
2023
Q4 		$72 Buy
+2
New +$72 ﹤0.01% 8958

Other funds holding CPLS

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group's CPLS Position: Q2 2026 in Review

UBS Group reduced its AB Core Plus Bond ETF (CPLS) stake by 44% in Q2 2026, selling an estimated $4.12K and leaving 148 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8952.

UBS Group first reported a position in CPLS in Q4 2023 and has held it in 9 quarters since. The position peaked at $320K in Q1 2025. 21 funds tracked by Wall St. Rank hold CPLS as of Q2 2026.

  • UBS Group held 148 shares of AB Core Plus Bond ETF worth $5.2K as of Q2 2026.
  • UBS Group sold 117 AB Core Plus Bond ETF shares in Q2 2026, an estimated $4.12K.
  • AB Core Plus Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8952 holding.
  • UBS Group first reported a position in AB Core Plus Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • UBS Group's AB Core Plus Bond ETF position peaked at $320K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q2 2026.

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