UBS Group
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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
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.