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
2023
Q4 		– Sell
-8,800
Closed -$3.91M – 9241
2023
Q3 		$3.91M Hold
8,800
– – ﹤0.01% 2812
2023
Q2 		$3.81M Hold
8,800
– – ﹤0.01% 2852
2023
Q1 		$5.22M Hold
8,800
– – ﹤0.01% 2479
2022
Q4 		$3.55M Buy
+8,800
New +$4.13M ﹤0.01% 2825

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T 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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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

UBS Group's AGL Position: Q1 2026 in Review

UBS Group reduced its Agilon Health (AGL) stake by 57% in Q1 2026, selling an estimated $1.26M and leaving 58,120 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #6142.

UBS Group first reported a position in AGL in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.52M in Q1 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • UBS Group held 58,120 shares of Agilon Health worth $460K as of Q1 2026.
  • UBS Group sold 77,695 Agilon Health shares in Q1 2026, an estimated $1.26M.
  • Agilon Health made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6142 holding.
  • UBS Group first reported a position in Agilon Health in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Agilon Health position peaked at $6.52M in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.