UBS Group
AEL

UBS Group’s American Equity Investment Life Holding Company AEL Stock Holding History

UBS Group’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-128,002
Closed -$7.2M – 10409
2024
Q1 		$7.2M Sell
128,002
-31,465
-20% -$1.75M ﹤0.01% 2581
2023
Q4 		$8.9M Sell
159,467
-54,866
-26% -$2.98M ﹤0.01% 2202
2023
Q3 		$11.5M Buy
214,333
+203,569
+1,891% +$10.9M ﹤0.01% 1882
2023
Q2 		$561K Sell
10,764
-51,609
-83% -$2.07M ﹤0.01% 4724
2023
Q1 		$2.28M Buy
62,373
+14,722
+31% +$626K ﹤0.01% 3282
2022
Q4 		$2.17M Buy
47,651
+29,876
+168% +$1.2M ﹤0.01% 3319
2022
Q3 		$663K Buy
17,775
+15,944
+871% +$598K ﹤0.01% 4101
2022
Q2 		$67K Sell
1,831
-53,105
-97% -$2.02M ﹤0.01% 5710
2022
Q1 		$2.19M Buy
54,936
+46,076
+520% +$1.85M ﹤0.01% 3347
2021
Q4 		$345K Sell
8,860
-2,099
-19% -$73.2K ﹤0.01% 5272
2021
Q3 		$324K Buy
10,959
+9,122
+497% +$285K ﹤0.01% 4992
2021
Q2 		$59K Sell
1,837
-111,432
-98% -$3.52M ﹤0.01% 6296
2021
Q1 		$3.57M Sell
113,269
-12,328
-10% -$367K ﹤0.01% 2958
2020
Q4 		$3.47M Buy
125,597
+56,222
+81% +$1.55M ﹤0.01% 2842
2020
Q3 		$1.53M Sell
69,375
-48,153
-41% -$1.15M ﹤0.01% 3311
2020
Q2 		$2.9M Buy
117,528
+13,603
+13% +$284K ﹤0.01% 2529
2020
Q1 		$1.95M Sell
103,925
-69,350
-40% -$1.77M ﹤0.01% 2784
2019
Q4 		$5.19M Sell
173,275
-49,982
-22% -$1.36M ﹤0.01% 2569
2019
Q3 		$5.4M Buy
223,257
+138,489
+163% +$3.35M ﹤0.01% 2318
2019
Q2 		$2.3M Buy
84,768
+76,029
+870% +$2.18M ﹤0.01% 3023
2019
Q1 		$236K Sell
8,739
-298,895
-97% -$9.06M ﹤0.01% 4515
2018
Q4 		$8.6M Buy
307,634
+232,519
+310% +$7.47M ﹤0.01% 1693
2018
Q3 		$2.66M Sell
75,115
-19,492
-21% -$704K ﹤0.01% 2952
2018
Q2 		$3.41M Sell
94,607
-12,072
-11% -$389K ﹤0.01% 2684
2018
Q1 		$3.13M Sell
106,679
-73,320
-41% -$2.35M ﹤0.01% 2728
2017
Q4 		$5.53M Buy
179,999
+178,267
+10,293% +$5.41M ﹤0.01% 2257
2017
Q3 		$50K Sell
1,732
-51,423
-97% -$1.42M ﹤0.01% 5799
2017
Q2 		$1.4M Buy
53,155
+47,593
+856% +$1.16M ﹤0.01% 3331
2017
Q1 		$132K Sell
5,562
-15,654
-74% -$389K ﹤0.01% 4916
2016
Q4 		$478K Sell
21,216
-13,201
-38% -$264K ﹤0.01% 4157
2016
Q3 		$610K Sell
34,417
-3,593
-9% -$59.3K ﹤0.01% 3778
2016
Q2 		$541K Sell
38,010
-197,065
-84% -$2.98M ﹤0.01% 3822
2016
Q1 		$3.95M Buy
235,075
+124,941
+113% +$2.03M ﹤0.01% 2072
2015
Q4 		$2.65M Sell
110,134
-61,529
-36% -$1.57M ﹤0.01% 2543
2015
Q3 		$4M Sell
171,663
-11,740
-6% -$303K ﹤0.01% 2105
2015
Q2 		$4.95M Sell
183,403
-16,875
-8% -$462K ﹤0.01% 2094
2015
Q1 		$5.83M Buy
200,278
+180,561
+916% +$5.07M ﹤0.01% 1938
2014
Q4 		$576K Buy
+19,717
New +$513K ﹤0.01% 4066

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's AEL Position: Q2 2024 in Review

UBS Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 128,002 shares — an estimated $7.2M sold.

UBS Group first reported a position in AEL in Q4 2014 and held it in 38 quarters. The position peaked at $11.5M in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • UBS Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 128,002 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $7.2M.
  • UBS Group first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 38 quarters.
  • UBS Group's American Equity Investment Life Holding Company position peaked at $11.5M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.