UBS AM
AGL icon

UBS AM’s Agilon Health AGL Stock Holding History

UBS AM’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$536 Hold
5
– – ﹤0.01% 3653
2026
Q1 		$40 Hold
5
– – ﹤0.01% 3801
2025
Q4 		$94 Sell
5
-29,475
-100% -$572K ﹤0.01% 3282
2025
Q3 		$759K Sell
29,480
-18,928
-39% -$715K ﹤0.01% 2088
2025
Q2 		$2.78M Buy
48,408
+17,354
+56% +$1.39M ﹤0.01% 1993
2025
Q1 		$3.36M Sell
31,054
-852
-3% -$74.2K ﹤0.01% 1763
2024
Q4 		$1.52M Buy
31,906
+6,304
+25% +$381K ﹤0.01% 2173
2024
Q3 		$2.52M Buy
25,602
+1,509
+6% +$195K ﹤0.01% 1923
2024
Q2 		$3.94M Buy
24,093
+7,288
+43% +$1.04M ﹤0.01% 1620
2024
Q1 		$2.56M Sell
16,805
-3,108
-16% -$517K ﹤0.01% 1556
2023
Q4 		$6.25M Buy
19,913
+1,442
+8% +$522K ﹤0.01% 1156
2023
Q3 		$8.2M Buy
18,471
+6,071
+49% +$2.74M ﹤0.01% 1017
2023
Q2 		$7.36M Hold
12,400
– – ﹤0.01% 1080
2023
Q1 		$7.36M Sell
12,400
-284
-2% -$159K ﹤0.01% 1080
2022
Q4 		$5.12M Buy
12,684
+625
+5% +$293K ﹤0.01% 1166
2022
Q3 		$7.06M Buy
12,059
+1,437
+14% +$860K ﹤0.01% 1083
2022
Q2 		$5.8M Buy
10,622
+7,481
+238% +$3.78M ﹤0.01% 1165
2022
Q1 		$1.99M Hold
3,141
– – ﹤0.01% 1801
2021
Q4 		$2.12M Buy
3,141
+2,095
+200% +$1.27M ﹤0.01% 1850
2021
Q3 		$686K Hold
1,046
– – ﹤0.01% 2346
2021
Q2 		$1.06M Buy
+1,046
New +$916K ﹤0.01% 2174

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS AM's AGL Position: Q2 2026 in Review

UBS AM held its Agilon Health (AGL) position steady in Q2 2026 at 5 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

UBS AM first reported a position in AGL in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.2M in Q3 2023. 180 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • UBS AM held 5 shares of Agilon Health worth $536 as of Q2 2026.
  • UBS AM left its Agilon Health share count unchanged in Q2 2026.
  • Agilon Health made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3653 holding.
  • UBS AM first reported a position in Agilon Health in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's Agilon Health position peaked at $8.2M in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

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