UBS Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Sell |
45,990
-1,011
| -2% | -$92.1K | ﹤0.01% | 4285 |
|
|
2025
Q4 | $4.21M | Buy |
47,001
+188
| +0.4% | +$16.7K | ﹤0.01% | 4194 |
|
|
2025
Q3 | $4.13M | Sell |
46,813
-2,323
| -5% | -$198K | ﹤0.01% | 4243 |
|
|
2025
Q2 | $4.1M | Buy |
49,136
+21,223
| +76% | +$1.66M | ﹤0.01% | 4077 |
|
|
2025
Q1 | $2.14M | Buy |
27,913
+4,028
| +17% | +$314K | ﹤0.01% | 4649 |
|
|
2024
Q4 | $1.83M | Buy |
23,885
+336
| +1% | +$26.3K | ﹤0.01% | 4805 |
|
|
2024
Q3 | $1.86M | Buy |
23,549
+86
| +0.4% | +$6.53K | ﹤0.01% | 4067 |
|
|
2024
Q2 | $1.75M | Buy |
23,463
+1,132
| +5% | +$82.7K | ﹤0.01% | 3897 |
|
|
2024
Q1 | $1.64M | Sell |
22,331
-7,148
| -24% | -$504K | ﹤0.01% | 4136 |
|
|
2023
Q4 | $2.04M | Buy |
29,479
+2,287
| +8% | +$149K | ﹤0.01% | 3805 |
|
|
2023
Q3 | $1.73M | Buy |
27,192
+6,091
| +29% | +$400K | ﹤0.01% | 3582 |
|
|
2023
Q2 | $1.4M | Sell |
21,101
-3,544
| -14% | -$228K | ﹤0.01% | 3903 |
|
|
2023
Q1 | $1.57M | Buy |
24,645
+3,230
| +15% | +$202K | ﹤0.01% | 3682 |
|
|
2022
Q4 | $1.28M | Buy |
21,415
+7,130
| +50% | +$422K | ﹤0.01% | 3841 |
|
|
2022
Q3 | $792K | Sell |
14,285
-8,115
| -36% | -$493K | ﹤0.01% | 3952 |
|
|
2022
Q2 | $1.34M | Sell |
22,400
-38,825
| -63% | -$2.47M | ﹤0.01% | 3474 |
|
|
2022
Q1 | $4.22M | Sell |
61,225
-314,388
| -84% | -$21.7M | ﹤0.01% | 2702 |
|
|
2021
Q4 | $27.4M | Buy |
375,613
+353,728
| +1,616% | +$25.5M | 0.01% | 1362 |
|
|
2021
Q3 | $1.53M | Sell |
21,885
-5,025
| -19% | -$358K | ﹤0.01% | 3818 |
|
|
2021
Q2 | $1.9M | Buy |
26,910
+6,394
| +31% | +$445K | ﹤0.01% | 3621 |
|
|
2021
Q1 | $1.37M | Sell |
20,516
-2,442
| -11% | -$161K | ﹤0.01% | 3930 |
|
|
2020
Q4 | $1.47M | Buy |
22,958
+36
| +0.2% | +$2.2K | ﹤0.01% | 3680 |
|
|
2020
Q3 | $1.33M | Buy |
22,922
+8,274
| +56% | +$477K | ﹤0.01% | 3432 |
|
|
2020
Q2 | $804K | Buy |
14,648
+206
| +1% | +$10.7K | ﹤0.01% | 3701 |
|
|
2020
Q1 | $686K | Buy |
14,442
+4,518
| +46% | +$247K | ﹤0.01% | 3696 |
|
|
2019
Q4 | $576K | Buy |
9,924
+1,286
| +15% | +$72.5K | ﹤0.01% | 4714 |
|
|
2019
Q3 | $474K | Buy |
8,638
+1,681
| +24% | +$91.6K | ﹤0.01% | 4613 |
|
|
2019
Q2 | $384K | Buy |
6,957
+853
| +14% | +$46.1K | ﹤0.01% | 4483 |
|
|
2019
Q1 | $327K | Sell |
6,104
-46,233
| -88% | -$2.4M | ﹤0.01% | 4320 |
|
|
2018
Q4 | $2.54M | Buy |
52,337
+31,001
| +145% | +$1.59M | ﹤0.01% | 2797 |
|
|
2018
Q3 | $1.17M | Sell |
21,336
-20,151
| -49% | -$1.09M | ﹤0.01% | 3694 |
|
|
2018
Q2 | $2.21M | Sell |
41,487
-6,409
| -13% | -$345K | ﹤0.01% | 3070 |
|
|
2018
Q1 | $2.56M | Sell |
47,896
-219
| -0.5% | -$12K | ﹤0.01% | 2918 |
|
|
2017
Q4 | $2.59M | Buy |
48,115
+14,828
| +45% | +$810K | ﹤0.01% | 2969 |
|
|
2017
Q3 | $1.78M | Buy |
33,287
+11,180
| +51% | +$587K | ﹤0.01% | 3221 |
|
|
2017
Q2 | $1.15M | Buy |
22,107
+8,312
| +60% | +$424K | ﹤0.01% | 3498 |
|
|
2017
Q1 | $689K | Buy |
13,795
+6,346
| +85% | +$311K | ﹤0.01% | 3805 |
|
|
2016
Q4 | $352K | Sell |
7,449
-1,353
| -15% | -$63.5K | ﹤0.01% | 4369 |
|
|
2016
Q3 | $418K | Buy |
8,802
+1,783
| +25% | +$83.8K | ﹤0.01% | 4033 |
|
|
2016
Q2 | $322K | Sell |
7,019
-2,344
| -25% | -$107K | ﹤0.01% | 4217 |
|
|
2016
Q1 | $424K | Sell |
9,363
-555
| -6% | -$24K | ﹤0.01% | 3903 |
|
|
2015
Q4 | $445K | Buy |
9,918
+3,346
| +51% | +$152K | ﹤0.01% | 4045 |
|
|
2015
Q3 | $287K | Sell |
6,572
-111
| -2% | -$5.09K | ﹤0.01% | 4352 |
|
|
2015
Q2 | $317K | Buy |
6,683
+2,186
| +49% | +$106K | ﹤0.01% | 4478 |
|
|
2015
Q1 | $214K | Sell |
4,497
-174
| -4% | -$8.17K | ﹤0.01% | 4823 |
|
|
2014
Q4 | $216K | Buy |
+4,671
| New | +$215K | ﹤0.01% | 4977 |
|
Other funds holding AOA
EIG
JSA
FIA
MFIM
UBS Group's AOA Position: Q1 2026 in Review
UBS Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.2% in Q1 2026, selling an estimated $92.1K and leaving 45,990 shares worth $4.07M. The position accounts for ﹤0.01% of the portfolio, ranked #4285.
UBS Group first reported a position in AOA in Q4 2014 and has held it in 46 quarters since. The position peaked at $27.4M in Q4 2021. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.
- UBS Group held 45,990 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.07M as of Q1 2026.
- UBS Group sold 1,011 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $92.1K.
- iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4285 holding.
- UBS Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and has held it in 46 quarters since.
- UBS Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $27.4M in Q4 2021.
- 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.