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
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 $1.89T 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.