JFG
UI icon

Jefferies Financial Group’s Ubiquiti UI Stock Holding History

Jefferies Financial Group’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$473K Sell
598
-14
-2% -$9.51K ﹤0.01% 1231
2025
Q4 		$339K Sell
612
-58
-9% -$36.7K ﹤0.01% 1452
2025
Q3 		$443K Buy
+670
New +$334K ﹤0.01% 1116
2023
Q2 		– Sell
-760
Closed -$206K – 2022
2023
Q1 		$206K Buy
+760
New +$210K ﹤0.01% 1347

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jefferies Financial Group reduced its Ubiquiti (UI) stake by 2.3% in Q1 2026, selling an estimated $9.51K and leaving 598 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Jefferies Financial Group first reported a position in UI in Q1 2023 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Jefferies Financial Group held 598 shares of Ubiquiti worth $473K as of Q1 2026.
  • Jefferies Financial Group sold 14 Ubiquiti shares in Q1 2026, an estimated $9.51K.
  • Ubiquiti made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1231 holding.
  • Jefferies Financial Group first reported a position in Ubiquiti in Q1 2023 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

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