UBS Group
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UBS Group’s AGNC Investment AGNC Stock Holding History

UBS Group’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232M Buy
23,093,117
+13,436,786
+139% +$149M 0.03% 550
2025
Q4 		$104M Sell
9,656,331
-2,206,695
-19% -$22.7M 0.02% 996
2025
Q3 		$116M Sell
11,863,026
-11,233,229
-49% -$109M 0.02% 923
2025
Q2 		$212M Buy
23,096,255
+11,589,810
+101% +$104M 0.04% 518
2025
Q1 		$110M Buy
11,506,445
+4,791,977
+71% +$47.9M 0.02% 858
2024
Q4 		$61.8M Buy
6,714,468
+4,902,024
+270% +$47.8M 0.01% 1269
2024
Q3 		$19M Buy
1,812,444
+551,488
+44% +$5.61M ﹤0.01% 1876
2024
Q2 		$12M Sell
1,260,956
-223,550
-15% -$2.14M ﹤0.01% 2073
2024
Q1 		$14.7M Buy
1,484,506
+113,778
+8% +$1.1M ﹤0.01% 1940
2023
Q4 		$13.4M Buy
1,370,728
+8,823
+0.6% +$77.5K ﹤0.01% 1870
2023
Q3 		$12.9M Buy
1,361,905
+523,326
+62% +$5.18M ﹤0.01% 1794
2023
Q2 		$8.49M Buy
838,579
+655,348
+358% +$6.37M ﹤0.01% 2093
2023
Q1 		$1.85M Sell
183,231
-853,472
-82% -$9.28M ﹤0.01% 3521
2022
Q4 		$10.7M Buy
1,036,703
+307,266
+42% +$2.81M ﹤0.01% 1864
2022
Q3 		$6.14M Buy
729,437
+143,759
+25% +$1.69M ﹤0.01% 2172
2022
Q2 		$6.48M Sell
585,678
-47,467
-7% -$563K ﹤0.01% 2161
2022
Q1 		$8.29M Buy
633,145
+261,570
+70% +$3.66M ﹤0.01% 2081
2021
Q4 		$5.59M Sell
371,575
-1,867,658
-83% -$29.6M ﹤0.01% 2710
2021
Q3 		$35.3M Buy
2,239,233
+87,543
+4% +$1.42M 0.01% 1075
2021
Q2 		$36.3M Sell
2,151,690
-81,253
-4% -$1.44M 0.01% 1044
2021
Q1 		$37.4M Buy
2,232,943
+358,934
+19% +$5.8M 0.01% 1021
2020
Q4 		$29.2M Sell
1,874,009
-449,694
-19% -$6.65M 0.01% 1106
2020
Q3 		$32.3M Buy
2,323,703
+1,161,203
+100% +$16M 0.01% 878
2020
Q2 		$15M Buy
1,162,500
+610,100
+110% +$7.65M 0.01% 1242
2020
Q1 		$5.84M Sell
552,400
-4,896,403
-90% -$81.7M ﹤0.01% 1798
2019
Q4 		$96.3M Sell
5,448,803
-547,218
-9% -$9.31M 0.03% 461
2019
Q3 		$96.5M Buy
5,996,021
+2,587,586
+76% +$42.5M 0.04% 420
2019
Q2 		$57.3M Buy
3,408,435
+267,199
+9% +$4.64M 0.02% 609
2019
Q1 		$56.5M Sell
3,141,236
-1,405,058
-31% -$25.1M 0.02% 576
2018
Q4 		$79.7M Buy
4,546,294
+577,971
+15% +$10.3M 0.04% 438
2018
Q3 		$73.9M Buy
3,968,323
+1,099,798
+38% +$21M 0.03% 509
2018
Q2 		$53.3M Buy
2,868,525
+1,723,394
+150% +$32.6M 0.02% 620
2018
Q1 		$21.7M Sell
1,145,131
-312,411
-21% -$5.93M 0.01% 1105
2017
Q4 		$29.4M Buy
1,457,542
+214,257
+17% +$4.41M 0.01% 941
2017
Q3 		$27M Buy
1,243,285
+27,054
+2% +$578K 0.01% 929
2017
Q2 		$25.9M Sell
1,216,231
-695,124
-36% -$14.4M 0.01% 888
2017
Q1 		$38M Sell
1,911,355
-539,522
-22% -$10.4M 0.02% 669
2016
Q4 		$44.4M Sell
2,450,877
-46,562
-2% -$882K 0.02% 599
2016
Q3 		$48.8M Sell
2,497,439
-332,408
-12% -$6.51M 0.03% 527
2016
Q2 		$56.1M Buy
2,829,847
+384,216
+16% +$7.25M 0.04% 462
2016
Q1 		$45.6M Sell
2,445,631
-1,481,116
-38% -$26.3M 0.03% 501
2015
Q4 		$68.1M Sell
3,926,747
-1,078,591
-22% -$19.6M 0.04% 408
2015
Q3 		$93.6M Buy
5,005,338
+389,004
+8% +$7.47M 0.07% 298
2015
Q2 		$84.8M Sell
4,616,334
-732,820
-14% -$15.1M 0.06% 343
2015
Q1 		$114M Buy
5,349,154
+854,807
+19% +$18.5M 0.08% 273
2014
Q4 		$98.1M Buy
+4,494,347
New +$101M 0.07% 301

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group's AGNC Position: Q1 2026 in Review

UBS Group increased its AGNC Investment (AGNC) stake by 139% in Q1 2026, buying an estimated $149M and bringing the position to 23,093,117 shares worth $232M. The position accounts for 0.03% of the portfolio, ranked #550.

UBS Group first reported a position in AGNC in Q4 2014 and has held it in 46 quarters since. 675 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • UBS Group held 23,093,117 shares of AGNC Investment worth $232M as of Q1 2026.
  • UBS Group bought 13,436,786 AGNC Investment shares in Q1 2026, an estimated $149M.
  • AGNC Investment made up 0.03% of UBS Group's portfolio in Q1 2026, its #550 holding.
  • UBS Group first reported a position in AGNC Investment in Q4 2014 and has held it in 46 quarters since.
  • 675 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

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