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UBS Group AG

Position in CGBL — Capital Group Core Balanced ETF

CIK 1610520 ZURICH, V8

Position in CGBL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$12,660,950
+$3,088,949 QoQ
Shares Held
333,534
+19.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 97 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,660,950 333,534
2026-03-31 $9,572,001 278,175
2025-12-31 $7,104,050 201,077
2025-09-30 $5,563,914 160,251
2025-06-30 $3,801,760 113,689
2025-03-31 $2,831,386 91,394