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 		$111K Buy
+11,100
New +$123K ﹤0.01% 6953
2025
Q4 		– Sell
-1,000,000
Closed -$9.79M – 10449
2025
Q3 		$9.79M Sell
1,000,000
-1,600,100
-62% -$15.5M ﹤0.01% 3313
2025
Q2 		$23.9M Buy
2,600,100
+798,700
+44% +$7.15M ﹤0.01% 2185
2025
Q1 		$17.3M Sell
1,801,400
-3,059,200
-63% -$30.5M ﹤0.01% 2497
2024
Q4 		$44.8M Buy
4,860,600
+2,810,600
+137% +$27.4M 0.01% 1565
2024
Q3 		$21.4M Buy
2,050,000
+793,300
+63% +$8.06M ﹤0.01% 1763
2024
Q2 		$12M Buy
+1,256,700
New +$12M ﹤0.01% 2077
2023
Q2 		– Sell
-300
Closed -$3.02K – 8838
2023
Q1 		$3.02K Sell
300
-1,019,700
-100% -$11.1M ﹤0.01% 8397
2022
Q4 		$10.6M Buy
+1,020,000
New +$9.32M ﹤0.01% 1877
2022
Q3 		– Sell
-32,700
Closed -$362K – 10275
2022
Q2 		$362K Buy
32,700
+32,200
+6,440% +$382K ﹤0.01% 4505
2022
Q1 		$7K Sell
500
-1,267,500
-100% -$17.7M ﹤0.01% 8803
2021
Q4 		$19.1M Sell
1,268,000
-454,700
-26% -$7.2M 0.01% 1614
2021
Q3 		$27.2M Sell
1,722,700
-50,500
-3% -$818K 0.01% 1264
2021
Q2 		$29.9M Buy
1,773,200
+1,772,700
+354,540% +$31.5M 0.01% 1174
2021
Q1 		$8K Hold
500
– – ﹤0.01% 8068
2020
Q4 		$8K Hold
500
– – ﹤0.01% 7609
2020
Q3 		$7K Hold
500
– – ﹤0.01% 7092
2020
Q2 		$6K Hold
500
– – ﹤0.01% 7277
2020
Q1 		$5K Buy
+500
New +$8.34K ﹤0.01% 7271
2015
Q4 		– Sell
-16,100
Closed -$301K – 8305
2015
Q3 		$301K Buy
+16,100
New +$309K ﹤0.01% 4299

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. 674 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.
  • 674 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.