Universal-Beteiligungs- und Servicegesellschaft
JBGS

Universal-Beteiligungs- und Servicegesellschaft’s JBG SMITH JBGS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$406K Hold
27,785
– – ﹤0.01% 1780
2025
Q4 		$473K Sell
27,785
-1,712
-6% -$32.4K ﹤0.01% 1724
2025
Q3 		$656K Buy
29,497
+3,460
+13% +$71.2K ﹤0.01% 1684
2025
Q2 		$450K Sell
26,037
-8,365
-24% -$136K ﹤0.01% 1707
2025
Q1 		$554K Buy
+34,402
New +$523K ﹤0.01% 1621

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's JBGS Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft held its JBG SMITH (JBGS) position steady in Q1 2026 at 27,785 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JBGS in Q1 2025 and has held it in 5 quarters since. The position peaked at $656K in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 27,785 shares of JBG SMITH worth $406K as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft left its JBG SMITH share count unchanged in Q1 2026.
  • JBG SMITH made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1780 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in JBG SMITH in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's JBG SMITH position peaked at $656K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.