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CGUSCGUS
17 quarters

Position history for UBS Group AGUBS Group AG's holdings in CAPITAL GROUP CORE EQUITY ET

Yes. Ubs holds 1,744,803 shares of CGUS (Capital Group Core Equity), worth $77.6M, as of its Q2 2026 13F filing. It increased the position by 48,676 shares (+2.9%) from Q1 2026. Ubs has held CGUS since Q2 2022, across 17 quarterly 13F filings.

Current Value

$77.6M

Current Shares

1.7M

Total Value Change

+$76.8M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+2.9%
$77.6M0.0%$44.39
31
2026-Q1
Increased
1.7M
+7.7%
$65.2M0.0%$38.27
32
2025-Q4
Increased
1.6M
+5.7%
$63.4M0.0%$39.98
31
2025-Q3
Increased
1.5M
+3.0%
$58.9M0.0%$39.19
30
2025-Q2
Increased
1.4M
+61.7%
$53.5M0.0%$36.52
42
2025-Q1
Increased
895,434
+11.1%
$29.9M0.0%$32.94
32
2024-Q4
Increased
805,852
+10.8%
$28.2M0.0%$34.40
32
2024-Q3
Increased
727,210
+8.8%
$24.9M0.0%$33.62
31
2024-Q2
Increased
668,314
+40.4%
$21.6M0.0%$31.54
38
2024-Q1
Increased
476,149
+25.7%
$14.8M0.0%$30.40
35
2023-Q4
Increased
378,769
+37.8%
$10.7M0.0%$27.55
36
2023-Q3
Increased
274,974
+54.6%
$6.9M0.0%$24.35
38
2023-Q2
Increased
177,854
+17.4%
$4.6M0.0%$24.82
31
2023-Q1
Increased
151,465
+70.6%
$3.6M0.0%$22.83
40
2022-Q4
Increased
88,783
+107.6%
$2M0.0%$21.57
42
2022-Q3
Increased
42,770
+18.8%
$872,0000.0%$19.49
29
2022-Q2
New
36,007
-
$782,0000.0%$20.76
34

Other major holders of CGUS: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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