Jefferies Financial Group’s UBS Group UBS Stock Holding History

Jefferies Financial Group’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.35M	Sell	60,840 -148,509	-71%	-$6.36M	0.02%	582
2025 Q4	$9.75M	Buy	209,349 +168,793	+416%	+$6.82M	0.05%	324
2025 Q3	$1.66M	Sell	40,556 -161,716	-80%	-$6.28M	0.01%	710
2025 Q2	$6.84M	Buy	202,272 +50,992	+34%	+$1.58M	0.06%	227
2025 Q1	$4.6M	Buy	151,280 +123,422	+443%	+$4.12M	0.04%	315
2024 Q4	$845K	Sell	27,858 -7,613	-21%	-$241K	0.01%	945
2024 Q3	$1.09M	Sell	35,471 -272,446	-88%	-$8.19M	0.01%	761
2024 Q2	$9.07M	Buy	307,917 +286,181	+1,317%	+$8.51M	0.1%	169
2024 Q1	$668K	Sell	21,736 -98,424	-82%	-$2.91M	0.01%	955
2023 Q4	$3.72M	Sell	120,160 -159,501	-57%	-$4.19M	0.02%	487
2023 Q3	$6.93M	Buy	+279,661	New	+$6.53M	0.06%	255
2023 Q2	–	Sell	-24,011	Closed	-$512K	–	2019
2023 Q1	$512K	Buy	+24,011	New	+$501K	﹤0.01%	1082

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Jefferies Financial Group's UBS Position: Q1 2026 in Review

Jefferies Financial Group reduced its UBS Group (UBS) stake by 71% in Q1 2026, selling an estimated $6.36M and leaving 60,840 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #582.

Jefferies Financial Group first reported a position in UBS in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.75M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Jefferies Financial Group held 60,840 shares of UBS Group worth $2.35M as of Q1 2026.
Jefferies Financial Group sold 148,509 UBS Group shares in Q1 2026, an estimated $6.36M.
UBS Group made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #582 holding.
Jefferies Financial Group first reported a position in UBS Group in Q1 2023 and has held it in 12 quarters since.
Jefferies Financial Group's UBS Group position peaked at $9.75M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.