Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Jackson Financial JXN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.63M Sell
84,326
-2,322
-3% -$252K 0.01% 707
2026
Q1 		$9.16M Sell
86,648
-25,849
-23% -$2.89M 0.02% 636
2025
Q4 		$12M Sell
112,497
-216
-0.2% -$21.5K 0.02% 546
2025
Q3 		$11.4M Sell
112,713
-6,629
-6% -$619K 0.02% 560
2025
Q2 		$10.6M Sell
119,342
-29,883
-20% -$2.42M 0.02% 557
2025
Q1 		$12.5M Buy
149,225
+1,636
+1% +$145K 0.03% 499
2024
Q4 		$12.9M Buy
+147,589
New +$14.4M 0.03% 480

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft reduced its Jackson Financial (JXN) stake by 2.7% in Q2 2026, selling an estimated $252K and leaving 84,326 shares worth $8.63M. The position accounts for 0.01% of the portfolio, ranked #707.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2024. 329 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 84,326 shares of Jackson Financial worth $8.63M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 2,322 Jackson Financial shares in Q2 2026, an estimated $252K.
  • Jackson Financial made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #707 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Jackson Financial in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Jackson Financial position peaked at $12.9M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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