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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 $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
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.