U
AFG icon

UBS’s American Financial Group AFG Stock Holding History

UBS’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$12K – 10367
2014
Q1 		$12K Buy
+200
New +$11.3K ﹤0.01% 8671

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS's AFG Position: Q3 2014 in Review

UBS increased its American Financial Group (AFG) stake by 21% in Q3 2014, buying an estimated $1.78M and bringing the position to 177,534 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1430.

UBS first reported a position in AFG in Q2 2013 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold AFG as of Q3 2014.

  • UBS held 177,534 shares of American Financial Group worth $10.3M as of Q3 2014.
  • UBS bought 30,470 American Financial Group shares in Q3 2014, an estimated $1.78M.
  • American Financial Group made up 0.01% of UBS's portfolio in Q3 2014, its #1430 holding.
  • UBS first reported a position in American Financial Group in Q2 2013 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held American Financial Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.