UBS Group
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UBS Group’s Assured Guaranty AGO Stock Holding History

UBS Group’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$4K – 7691
2017
Q2 		$4K Hold
100
– – ﹤0.01% 7193
2017
Q1 		$4K Hold
100
– – ﹤0.01% 7055
2016
Q4 		$4K Buy
+100
New +$3.36K ﹤0.01% 7311
2016
Q3 		– Sell
-14,700
Closed -$373K – 7645
2016
Q2 		$373K Buy
+14,700
New +$379K ﹤0.01% 4118
2015
Q3 		– Sell
-9,000
Closed -$216K – 8374
2015
Q2 		$216K Buy
+9,000
New +$251K ﹤0.01% 4798
2015
Q1 		– Sell
-15,100
Closed -$392K – 8738
2014
Q4 		$392K Buy
+15,100
New +$364K ﹤0.01% 4403

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

UBS Group's AGO Position: Q2 2026 in Review

UBS Group increased its Assured Guaranty (AGO) stake by 19% in Q2 2026, buying an estimated $2.43M and bringing the position to 190,307 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

UBS Group first reported a position in AGO in Q4 2014 and has held it in 47 quarters since. The position peaked at $26.2M in Q2 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • UBS Group held 190,307 shares of Assured Guaranty worth $15.3M as of Q2 2026.
  • UBS Group bought 30,827 Assured Guaranty shares in Q2 2026, an estimated $2.43M.
  • Assured Guaranty made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2970 holding.
  • UBS Group first reported a position in Assured Guaranty in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Assured Guaranty position peaked at $26.2M in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.