Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s American Financial Group AFG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026
Q2 		$13.5M Sell
102,483
-3,488
-3% -$463K 0.02% 542
2026
Q1 		$13.8M Sell
105,971
-44,383
-30% -$5.76M 0.02% 498
2025
Q4 		$20M Buy
150,354
+6,190
+4% +$849K 0.03% 394
2025
Q3 		$21M Sell
144,164
-3,671
-2% -$487K 0.03% 375
2025
Q2 		$18.7M Buy
147,835
+6,802
+5% +$851K 0.03% 397
2025
Q1 		$18.5M Sell
141,033
-9,959
-7% -$1.29M 0.04% 386
2024
Q4 		$20.7M Buy
+150,992
New +$20.8M 0.04% 359

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AFG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its American Financial Group (AFG) stake by 3.3% in Q2 2026, selling an estimated $463K and leaving 102,483 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #542.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $21M in Q3 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 102,483 shares of American Financial Group worth $13.5M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 3,488 American Financial Group shares in Q2 2026, an estimated $463K.
  • American Financial Group made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #542 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in American Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's American Financial Group position peaked at $21M in Q3 2025.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.