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
2026 Q2	$148M	Buy	1,500,000 +500,000	+50%	+$49.5M	0.02%	852
2026 Q1	$99.3M	Buy	+1,000,000	New	+$100M	0.01%	1058
2021 Q1	–	Sell	-300	Closed	-$35K	–	8936
2020 Q4	$35K	Sell	300 -200	-40%	-$23.6K	﹤0.01%	6494
2020 Q3	$59K	Sell	500 -47,500	-99%	-$5.63M	﹤0.01%	5518
2020 Q2	$5.67M	Buy	48,000 +47,600	+11,900%	+$5.57M	﹤0.01%	1949
2020 Q1	$46K	Buy	+400	New	+$45.6K	﹤0.01%	5892
2015 Q1	–	Sell	-200	Closed	-$22K	–	8734
2014 Q4	$22K	Buy	+200	New	+$22K	﹤0.01%	7503

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.