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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
2024
Q4 		– Sell
-15,000
Closed -$464K – 1865
2024
Q3 		$464K Buy
+15,000
New +$451K ﹤0.01% 1008
2023
Q2 		– Sell
-250,000
Closed -$5.33M – 2018
2023
Q1 		$5.33M Buy
+250,000
New +$5.22M 0.04% 346

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
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.