UBS Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09B | Buy |
10,984,271
+1,576,891
| +17% | +$158M | 0.16% | 119 |
|
|
2025
Q4 | $940M | Buy |
9,407,380
+37,943
| +0.4% | +$3.81M | 0.15% | 123 |
|
|
2025
Q3 | $939M | Sell |
9,369,437
-612,246
| -6% | -$60.7M | 0.15% | 116 |
|
|
2025
Q2 | $990M | Sell |
9,981,683
-12,553
| -0.1% | -$1.23M | 0.17% | 99 |
|
|
2025
Q1 | $989M | Buy |
9,994,236
+1,306,292
| +15% | +$128M | 0.18% | 92 |
|
|
2024
Q4 | $842M | Buy |
8,687,944
+722,981
| +9% | +$71.2M | 0.16% | 122 |
|
|
2024
Q3 | $807M | Sell |
7,964,963
-707,167
| -8% | -$70.6M | 0.18% | 110 |
|
|
2024
Q2 | $842M | Sell |
8,672,130
-723,014
| -8% | -$69.8M | 0.21% | 92 |
|
|
2024
Q1 | $920M | Buy |
9,395,144
+162,135
| +2% | +$15.9M | 0.23% | 75 |
|
|
2023
Q4 | $916M | Buy |
9,233,009
+2,231,771
| +32% | +$212M | 0.27% | 64 |
|
|
2023
Q3 | $658M | Buy |
7,001,238
+930,441
| +15% | +$89.6M | 0.23% | 86 |
|
|
2023
Q2 | $595M | Buy |
6,070,797
+469,282
| +8% | +$46.4M | 0.2% | 109 |
|
|
2023
Q1 | $558M | Buy |
5,601,515
+10,697
| +0.2% | +$1.06M | 0.2% | 101 |
|
|
2022
Q4 | $542M | Sell |
5,590,818
-617,946
| -10% | -$59.8M | 0.2% | 104 |
|
|
2022
Q3 | $598M | Buy |
6,208,764
+788,117
| +15% | +$79.7M | 0.26% | 77 |
|
|
2022
Q2 | $551M | Sell |
5,420,647
-1,924
| -0% | -$198K | 0.23% | 98 |
|
|
2022
Q1 | $581M | Buy |
5,422,571
+186,280
| +4% | +$20.5M | 0.19% | 109 |
|
|
2021
Q4 | $597M | Buy |
5,236,291
+121,129
| +2% | +$13.9M | 0.17% | 122 |
|
|
2021
Q3 | $587M | Buy |
5,115,162
+15,496
| +0.3% | +$1.8M | 0.18% | 121 |
|
|
2021
Q2 | $588M | Buy |
5,099,666
+89,120
| +2% | +$10.2M | 0.19% | 109 |
|
|
2021
Q1 | $570M | Sell |
5,010,546
-256,429
| -5% | -$29.7M | 0.19% | 116 |
|
|
2020
Q4 | $623M | Buy |
5,266,975
+196,723
| +4% | +$23.2M | 0.21% | 109 |
|
|
2020
Q3 | $599M | Buy |
5,070,252
+379,441
| +8% | +$45M | 0.23% | 106 |
|
|
2020
Q2 | $555M | Buy |
4,690,811
+526,064
| +13% | +$61.6M | 0.23% | 97 |
|
|
2020
Q1 | $480M | Sell |
4,164,747
-593,113
| -12% | -$67.6M | 0.23% | 100 |
|
|
2019
Q4 | $535M | Buy |
4,757,860
+23,317
| +0.5% | +$2.63M | 0.19% | 126 |
|
|
2019
Q3 | $536M | Buy |
4,734,543
+454,002
| +11% | +$51M | 0.21% | 112 |
|
|
2019
Q2 | $477M | Buy |
4,280,541
+93,351
| +2% | +$10.2M | 0.18% | 126 |
|
|
2019
Q1 | $457M | Sell |
4,187,190
-296,190
| -7% | -$31.8M | 0.19% | 126 |
|
|
2018
Q4 | $477M | Buy |
4,483,380
+8,255
| +0.2% | +$866K | 0.22% | 108 |
|
|
2018
Q3 | $472M | Buy |
4,475,125
+223,069
| +5% | +$23.7M | 0.19% | 124 |
|
|
2018
Q2 | $452M | Sell |
4,252,056
-1,062,255
| -20% | -$113M | 0.2% | 122 |
|
|
2018
Q1 | $570M | Sell |
5,314,311
-91,441
| -2% | -$9.82M | 0.25% | 90 |
|
|
2017
Q4 | $591M | Buy |
5,405,752
+201,260
| +4% | +$22M | 0.24% | 94 |
|
|
2017
Q3 | $570M | Sell |
5,204,492
-1,688,585
| -24% | -$185M | 0.26% | 85 |
|
|
2017
Q2 | $755M | Buy |
6,893,077
+175,697
| +3% | +$19.2M | 0.39% | 50 |
|
|
2017
Q1 | $729M | Sell |
6,717,380
-3,110
| -0% | -$336K | 0.4% | 46 |
|
|
2016
Q4 | $726M | Sell |
6,720,490
-423,848
| -6% | -$46.4M | 0.4% | 38 |
|
|
2016
Q3 | $803M | Buy |
7,144,338
+153,770
| +2% | +$17.3M | 0.48% | 28 |
|
|
2016
Q2 | $787M | Buy |
6,990,568
+556,007
| +9% | +$61.7M | 0.49% | 27 |
|
|
2016
Q1 | $713M | Buy |
6,434,561
+1,440,084
| +29% | +$158M | 0.48% | 24 |
|
|
2015
Q4 | $539M | Buy |
4,994,477
+140,893
| +3% | +$15.3M | 0.35% | 49 |
|
|
2015
Q3 | $532M | Buy |
4,853,584
+936,761
| +24% | +$102M | 0.38% | 39 |
|
|
2015
Q2 | $426M | Buy |
3,916,823
+487,081
| +14% | +$53.6M | 0.28% | 67 |
|
|
2015
Q1 | $382M | Buy |
3,429,742
+808,764
| +31% | +$89.8M | 0.26% | 76 |
|
|
2014
Q4 | $289M | Buy |
+2,620,978
| New | +$288M | 0.2% | 112 |
|
Other funds holding AGG
UBS Group's AGG Position: Q1 2026 in Review
UBS Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q1 2026, buying an estimated $158M and bringing the position to 10,984,271 shares worth $1.09B. The position accounts for 0.16% of the portfolio, ranked #119.
UBS Group first reported a position in AGG in Q4 2014 and has held it in 46 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- UBS Group held 10,984,271 shares of iShares Core US Aggregate Bond ETF worth $1.09B as of Q1 2026.
- UBS Group bought 1,576,891 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $158M.
- iShares Core US Aggregate Bond ETF made up 0.16% of UBS Group's portfolio in Q1 2026, its #119 holding.
- UBS Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 46 quarters since.
- 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.