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
2025 Q3	–	Sell	-44,800	Closed	-$1.52M	–	1688
2025 Q2	$1.52M	Buy	+44,800	New	+$1.39M	0.01%	605
2024 Q4	–	Sell	-20,000	Closed	-$618K	–	1866
2024 Q3	$618K	Sell	20,000 -200,000	-91%	-$6.01M	﹤0.01%	926
2024 Q2	$6.5M	Buy	+220,000	New	+$6.54M	0.07%	224
2023 Q2	–	Sell	-100,000	Closed	-$2.13M	–	2020
2023 Q1	$2.13M	Buy	+100,000	New	+$2.09M	0.02%	638

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.