1y return+10.9%S&P 500 +20.9%
3y return+17.8%S&P 500 +68.5%
5y return+12.2%S&P 500 +74.5%
10y return+89.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $189 against $357 in the S&P 500.2
American Financial Group Inc 401(k) Retirement & Savings PlanS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AFGAmerican Finl Group Inc Ohio | $314.2M | 100.0% | −5.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AFGAmerican Finl Group Inc Ohio | June 30, 2020 | +120.5% | $314.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −6.6% | −4.6% |
| December 31, 2025 | −6.2% | +2.4% |
| September 30, 2025 | +15.5% | +7.8% |
| June 30, 2025 | −3.9% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +9.4% | +5.4% |
| June 30, 2024 | −9.9% | +4.0% |
| March 31, 2024 | +14.8% | +10.0% |
| December 31, 2023 | +6.5% | +11.2% |
| September 30, 2023 | −6.0% | −3.6% |
| June 30, 2023 | −2.3% | +8.3% |
| March 31, 2023 | −11.5% | +7.0% |
| December 31, 2022 | +11.7% | +7.1% |
| September 30, 2022 | −11.4% | −5.3% |
| June 30, 2022 | −4.7% | −16.5% |
| March 31, 2022 | +6.1% | −4.9% |
| December 31, 2021 | +9.1% | +10.7% |
| September 30, 2021 | +0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: American Financial Group Inc 401(k) Retirement & Savings Plan Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=943719&type=13F-HR&dateb=&owner=include&count=40CIK 943719
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/943719/000104204626000029/Filed August 12, 2026 · accession 0001042046-26-000029