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 $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group's AGG Position: Q2 2026 in Review

UBS Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.5% in Q2 2026, buying an estimated $37.6M and bringing the position to 11,364,305 shares worth $1.12B. The position accounts for 0.14% of the portfolio, ranked #133.

UBS Group first reported a position in AGG in Q4 2014 and has held it in 47 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

UBS Group held 11,364,305 shares of iShares Core US Aggregate Bond ETF worth $1.12B as of Q2 2026.
UBS Group bought 380,034 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $37.6M.
iShares Core US Aggregate Bond ETF made up 0.14% of UBS Group's portfolio in Q2 2026, its #133 holding.
UBS Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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