Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Affiliated Managers Group AMG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5M Sell
42,853
-2,535
-6% -$786K 0.02% 517
2026
Q1 		$12.6M Buy
45,388
+986
+2% +$297K 0.02% 531
2025
Q4 		$12.8M Sell
44,402
-2,503
-5% -$647K 0.02% 519
2025
Q3 		$11.2M Buy
46,905
+3,662
+8% +$807K 0.02% 565
2025
Q2 		$8.51M Buy
43,243
+15
+0% +$2.6K 0.02% 620
2025
Q1 		$7.26M Sell
43,228
-670
-2% -$117K 0.01% 669
2024
Q4 		$8.12M Buy
+43,898
New +$8.19M 0.02% 591

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 AMG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Affiliated Managers Group (AMG) stake by 5.6% in Q2 2026, selling an estimated $786K and leaving 42,853 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #517.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AMG in Q4 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 42,853 shares of Affiliated Managers Group worth $14.5M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 2,535 Affiliated Managers Group shares in Q2 2026, an estimated $786K.
  • Affiliated Managers Group made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #517 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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