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AEGON Asset Management (UK)’s Jefferies Financial Group JEF Stock Holding History

AEGON Asset Management (UK)’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-202,299
Closed -$10.8M – 159
2025
Q1 		$10.8M Sell
202,299
-53,019
-21% -$3.6M 0.16% 120
2024
Q4 		$20M Sell
255,318
-134,218
-34% -$9.66M 0.26% 90
2024
Q3 		$24M Sell
389,536
-67,087
-15% -$3.81M 0.33% 79
2024
Q2 		$22.7M Buy
456,623
+398,145
+681% +$17.9M 0.32% 74
2024
Q1 		$2.58M Sell
58,478
-1,794
-3% -$74.7K 0.04% 118
2023
Q4 		$2.44M Buy
+60,272
New +$2.13M 0.04% 124
2023
Q2 		$2.54M Buy
76,461
+11,784
+18% +$368K 0.04% 129
2023
Q1 		$2.05M Sell
64,677
-15,159
-19% -$548K 0.04% 143
2022
Q4 		$2.62M Buy
79,836
+17,104
+27% +$568K 0.05% 129
2022
Q3 		$1.77M Sell
62,732
-3,887
-6% -$118K 0.04% 128
2022
Q2 		$1.76M Buy
66,619
+5,475
+9% +$162K 0.03% 138
2022
Q1 		$1.92M Sell
61,144
-15,018
-20% -$510K 0.03% 151
2021
Q4 		$2.83M Sell
76,162
-13,228
-15% -$509K 0.04% 149
2021
Q3 		$3.17M Hold
89,390
– – 0.05% 134
2021
Q2 		$2.92M Hold
89,390
– – 0.04% 145
2021
Q1 		$2.57M Sell
89,390
-29,139
-25% -$794K 0.04% 145
2020
Q4 		$2.79M Sell
118,529
-33,855
-22% -$710K 0.04% 135
2020
Q3 		$2.62M Buy
152,384
+10,436
+7% +$171K 0.05% 114
2020
Q2 		$2.11M Buy
141,948
+30,575
+27% +$410K 0.05% 128
2020
Q1 		$1.46M Buy
+111,373
New +$2.13M 0.04% 130

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AEGON Asset Management (UK)'s JEF Position: Q2 2025 in Review

AEGON Asset Management (UK) sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 202,299 shares — an estimated $10.8M sold.

AEGON Asset Management (UK) first reported a position in JEF in Q1 2020 and held it in 20 quarters. The position peaked at $24M in Q3 2024. 557 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • AEGON Asset Management (UK) reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • AEGON Asset Management (UK) sold 202,299 Jefferies Financial Group shares in Q2 2025, an estimated $10.8M.
  • AEGON Asset Management (UK) first reported a position in Jefferies Financial Group in Q1 2020 and held it in 20 quarters.
  • AEGON Asset Management (UK)'s Jefferies Financial Group position peaked at $24M in Q3 2024.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on AEGON Asset Management (UK)'s 13F filing for Q2 2025, filed 28 Jul 2025.