UBS Group
BBAG icon

UBS Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

UBS Group’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7K Hold
385
– – ﹤0.01% 8231
2026
Q1 		$17.8K Buy
385
+384
+38,400% +$17.8K ﹤0.01% 8016
2025
Q4 		$46 Sell
1
-3,206
-100% -$150K ﹤0.01% 10281
2025
Q3 		$150K Buy
+3,207
New +$148K ﹤0.01% 6844
2025
Q1 		– Sell
-23
Closed -$1.04K – 10223
2024
Q4 		$1.04K Buy
+23
New +$1.06K ﹤0.01% 9323
2024
Q3 		– Sell
-85
Closed -$3.86K – 9500
2024
Q2 		$3.86K Sell
85
-2,161
-96% -$97.6K ﹤0.01% 8165
2024
Q1 		$103K Buy
+2,246
New +$103K ﹤0.01% 6207
2023
Q4 		– Sell
-545
Closed -$24.1K – 9300
2023
Q3 		$24.1K Buy
+545
New +$24.7K ﹤0.01% 6701
2023
Q2 		– Sell
-1,526
Closed -$71.6K – 8911
2023
Q1 		$71.6K Sell
1,526
-1,852
-55% -$86.3K ﹤0.01% 6170
2022
Q4 		$155K Sell
3,378
-4,073
-55% -$186K ﹤0.01% 5703
2022
Q3 		$339K Buy
7,451
+5,456
+273% +$260K ﹤0.01% 4673
2022
Q2 		$96K Sell
1,995
-2,410
-55% -$117K ﹤0.01% 5464
2022
Q1 		$223K Buy
4,405
+3,354
+319% +$174K ﹤0.01% 5270
2021
Q4 		$56K Buy
1,051
+556
+112% +$30.1K ﹤0.01% 6792
2021
Q3 		$27K Sell
495
-4,634
-90% -$254K ﹤0.01% 6847
2021
Q2 		$280K Buy
5,129
+4,120
+408% +$223K ﹤0.01% 5125
2021
Q1 		$54K Sell
1,009
-35
-3% -$1.91K ﹤0.01% 6460
2020
Q4 		$58K Buy
+1,044
New +$58.2K ﹤0.01% 6055
2019
Q4 		– Sell
-128
Closed -$7K – 8099
2019
Q3 		$7K Buy
+128
New +$6.82K ﹤0.01% 7329

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's BBAG Position: Q2 2026 in Review

UBS Group held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 385 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8231.

UBS Group first reported a position in BBAG in Q3 2019 and has held it in 19 quarters since. The position peaked at $339K in Q3 2022. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • UBS Group held 385 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $17.7K as of Q2 2026.
  • UBS Group left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8231 holding.
  • UBS Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • UBS Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $339K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

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