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UBS Group AG

Position in CGDV — Capital Group Dividend Value ETF

CIK 1610520 ZURICH, V8

Position in CGDV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$485,769,665
+$82,998,564 QoQ
Shares Held
9,857,339
+4.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#12
of 204 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $485,769,665 9,857,339
2026-03-31 $402,771,101 9,468,056
2025-12-31 $402,687,707 9,227,491
2025-09-30 $347,753,361 8,273,932
2025-06-30 $271,859,150 6,884,253
2025-03-31 $228,538,007 6,412,402
2024-12-31 $211,753,753 6,005,495
2024-09-30 $196,752,496 5,399,355
2024-06-30 $139,952,868 4,240,996
2024-03-31 $106,149,777 3,266,147
2023-12-31 $69,975,158 2,345,012
2023-09-30 $48,918,809 1,848,085
2023-06-30 $45,410,029 1,679,365
2023-03-31 $38,019,184 1,524,426
2022-12-31 $31,666,130 1,342,354
2022-09-30 $18,445,406 903,301
2022-06-30 $6,033,229 270,306