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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

UBS Group's AGO Position: Q1 2026 in Review

UBS Group reduced its Assured Guaranty (AGO) stake by 14% in Q1 2026, selling an estimated $2.19M and leaving 159,480 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

UBS Group first reported a position in AGO in Q4 2014 and has held it in 46 quarters since. The position peaked at $26.2M in Q2 2025. 370 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • UBS Group held 159,480 shares of Assured Guaranty worth $13M as of Q1 2026.
  • UBS Group sold 25,645 Assured Guaranty shares in Q1 2026, an estimated $2.19M.
  • Assured Guaranty made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3068 holding.
  • UBS Group first reported a position in Assured Guaranty in Q4 2014 and has held it in 46 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 Q1 2026.

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