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 Q2	$6.1M	Buy	123,024 +62,184	+102%	+$2.83M	0.04%	343
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 $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jefferies Financial Group's UBS Position: Q2 2026 in Review

Jefferies Financial Group increased its UBS Group (UBS) stake by 102% in Q2 2026, buying an estimated $2.83M and bringing the position to 123,024 shares worth $6.1M. The position accounts for 0.04% of the portfolio, ranked #343.

Jefferies Financial Group first reported a position in UBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.75M in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Jefferies Financial Group held 123,024 shares of UBS Group worth $6.1M as of Q2 2026.
Jefferies Financial Group bought 62,184 UBS Group shares in Q2 2026, an estimated $2.83M.
UBS Group made up 0.04% of Jefferies Financial Group's portfolio in Q2 2026, its #343 holding.
Jefferies Financial Group first reported a position in UBS Group in Q1 2023 and has held it in 13 quarters since.
Jefferies Financial Group's UBS Group position peaked at $9.75M in Q4 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.