UBS Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

UBS Group’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23,000	Closed	-$2.25M	–	9471
2024 Q1	$2.25M	Buy	+23,000	New	+$2.25M	﹤0.01%	3830
2017 Q1	–	Sell	-15,100	Closed	-$1.63M	–	7597
2016 Q4	$1.63M	Buy	+15,100	New	+$1.65M	﹤0.01%	3097
2016 Q3	–	Sell	-30,200	Closed	-$3.4M	–	7642
2016 Q2	$3.4M	Buy	+30,200	New	+$3.35M	﹤0.01%	2324
2016 Q1	–	Sell	-39,000	Closed	-$4.21M	–	7588
2015 Q4	$4.21M	Buy	39,000 +20,300	+109%	+$2.21M	﹤0.01%	2108
2015 Q3	$2.05M	Buy	18,700 +13,200	+240%	+$1.44M	﹤0.01%	2721
2015 Q2	$598K	Buy	+5,500	New	+$605K	﹤0.01%	3967

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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. 2,068 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.
2,068 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.