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
2021 Q1	–	Sell	-18,600	Closed	-$514K	–	9608
2020 Q4	$514K	Buy	+18,600	New	+$513K	﹤0.01%	4583
2019 Q1	–	Sell	-35,200	Closed	-$983K	–	8292
2018 Q4	$983K	Sell	35,200 -83,800	-70%	-$2.69M	﹤0.01%	3705
2018 Q3	$4.21M	Buy	+119,000	New	+$4.3M	﹤0.01%	2506

Other funds holding AEL

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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.