UBS Group
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UBS Group’s Agilon Health AGL Stock Holding History

UBS Group’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48M Sell
51,084
-7,036
-12% -$461K ﹤0.01% 4079
2026
Q1 		$460K Sell
58,120
-77,695
-57% -$1.26M ﹤0.01% 6142
2025
Q4 		$2.34M Buy
135,815
+97,086
+251% +$1.88M ﹤0.01% 4826
2025
Q3 		$997K Sell
38,729
-15,039
-28% -$568K ﹤0.01% 5575
2025
Q2 		$3.09M Sell
53,768
-6,502
-11% -$521K ﹤0.01% 4361
2025
Q1 		$6.52M Buy
60,270
+7,626
+14% +$664K ﹤0.01% 3509
2024
Q4 		$2.5M Buy
52,644
+27,018
+105% +$1.63M ﹤0.01% 4511
2024
Q3 		$2.52M Sell
25,626
-552
-2% -$71.3K ﹤0.01% 3767
2024
Q2 		$4.28M Sell
26,178
-9,559
-27% -$1.36M ﹤0.01% 3017
2024
Q1 		$5.45M Buy
35,737
+33,574
+1,552% +$5.59M ﹤0.01% 2883
2023
Q4 		$679K Sell
2,163
-2,240
-51% -$811K ﹤0.01% 4836
2023
Q3 		$1.96M Sell
4,403
-6,060
-58% -$2.74M ﹤0.01% 3456
2023
Q2 		$4.54M Buy
10,463
+7,983
+322% +$4.49M ﹤0.01% 2690
2023
Q1 		$1.47M Buy
2,480
+1,104
+80% +$618K ﹤0.01% 3746
2022
Q4 		$555K Sell
1,376
-68
-5% -$31.9K ﹤0.01% 4617
2022
Q3 		$846K Sell
1,444
-518
-26% -$310K ﹤0.01% 3890
2022
Q2 		$1.07M Sell
1,962
-532
-21% -$269K ﹤0.01% 3682
2022
Q1 		$1.58M Buy
2,494
+625
+33% +$322K ﹤0.01% 3668
2021
Q4 		$1.26M Buy
1,869
+512
+38% +$312K ﹤0.01% 4179
2021
Q3 		$889K Buy
1,357
+1,350
+19,286% +$1.15M ﹤0.01% 4288
2021
Q2 		$7K Buy
+7
New +$6.13K ﹤0.01% 8306

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group's AGL Position: Q2 2026 in Review

UBS Group reduced its Agilon Health (AGL) stake by 12% in Q2 2026, selling an estimated $461K and leaving 51,084 shares worth $5.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4079.

UBS Group first reported a position in AGL in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.52M in Q1 2025. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • UBS Group held 51,084 shares of Agilon Health worth $5.48M as of Q2 2026.
  • UBS Group sold 7,036 Agilon Health shares in Q2 2026, an estimated $461K.
  • Agilon Health made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4079 holding.
  • UBS Group first reported a position in Agilon Health in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's Agilon Health position peaked at $6.52M in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

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