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Disclosery

UBS Group AG: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on AGG, newest first. How the timeline and the estimate are built.

UBS Group AG held 11,457,206 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,457,206 shares
    Change vs previous 13F +374,481 shares

    0.1% of the 13F portfolio, value $1,134,034,250.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 92,901 shares
    • UBS Group AG: 11,364,305 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,082,725 shares
    Change vs previous 13F +1,669,728 shares

    0.11% of the 13F portfolio, value $1,100,182,111.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 98,454 shares
    • UBS Group AG: 10,984,271 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,412,997 shares
    Change vs previous 13F +43,560 shares

    0.1% of the 13F portfolio, value $940,170,141.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,617 shares
    • UBS Group AG: 9,407,380 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,369,437 shares
    Change vs previous 13F -612,246 shares

    0.18% of the 13F portfolio, value $939,286,060.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,981,683 shares
    Change vs previous 13F -12,553 shares

    0.21% of the 13F portfolio, value $990,182,953.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,994,236 shares
    Change vs previous 13F +1,306,292 shares

    0.22% of the 13F portfolio, value $988,629,826.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,687,944 shares
    Change vs previous 13F +722,981 shares

    0.19% of the 13F portfolio, value $841,861,774.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,964,963 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $806,611,803.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).