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 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's CPLS Position: Q1 2026 in Review

UBS Group opened a new position in AB Core Plus Bond ETF (CPLS) in Q1 2026: 265 shares worth $9.35K. The stake represents ﹤0.01% of the portfolio and ranks #8446 among its holdings. This is a return to the name: UBS Group previously reported a position in CPLS as recently as Q3 2025.

UBS Group first reported a position in CPLS in Q4 2023 and has held it in 8 quarters since. The position peaked at $320K in Q1 2025. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

UBS Group held 265 shares of AB Core Plus Bond ETF worth $9.35K as of Q1 2026.
AB Core Plus Bond ETF was a new UBS Group position in Q1 2026.
AB Core Plus Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8446 holding.
UBS Group first reported a position in AB Core Plus Bond ETF in Q4 2023 and has held it in 8 quarters since.
UBS Group's AB Core Plus Bond ETF position peaked at $320K in Q1 2025.
22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.