UBS Group
AGL icon

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
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 $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return