Mitsubishi UFJ Asset Management
JEF icon

Mitsubishi UFJ Asset Management’s Jefferies Financial Group JEF Stock Holding History

Mitsubishi UFJ Asset Management’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7K Hold
395
– – ﹤0.01% 1330
2026
Q1 		$16.3K Hold
395
– – ﹤0.01% 1296
2025
Q4 		$25.1K Hold
395
– – ﹤0.01% 1170
2025
Q3 		$25.8K Hold
395
– – ﹤0.01% 1134
2025
Q2 		$21.6K Hold
395
– – ﹤0.01% 1171
2025
Q1 		$21.2K Hold
395
– – ﹤0.01% 1143
2024
Q4 		$32K Hold
395
– – ﹤0.01% 1068
2024
Q3 		$24.3K Hold
395
– – ﹤0.01% 1102
2024
Q2 		$19.7K Hold
395
– – ﹤0.01% 1102
2024
Q1 		$17.4K Sell
395
-11,697
-97% -$487K ﹤0.01% 1075
2023
Q4 		$482K Buy
12,092
+35
+0.3% +$1.24K ﹤0.01% 895
2023
Q3 		$442K Sell
12,057
-418
-3% -$15K ﹤0.01% 918
2023
Q2 		$414K Buy
12,475
+456
+4% +$14.2K ﹤0.01% 947
2023
Q1 		$381K Sell
12,019
-755
-6% -$27.3K ﹤0.01% 955
2022
Q4 		$418K Sell
12,774
-793
-6% -$26.4K ﹤0.01% 945
2022
Q3 		$383K Sell
13,567
-933
-6% -$28.2K ﹤0.01% 937
2022
Q2 		$383K Buy
+14,500
New +$429K ﹤0.01% 963
2020
Q2 		– Sell
-38,212
Closed -$499K – 1019
2020
Q1 		$499K Sell
38,212
-1,801
-5% -$34.4K 0.01% 738
2019
Q4 		$825K Buy
40,013
+3,559
+10% +$67.3K 0.01% 733
2019
Q3 		$641K Sell
36,454
-6,563
-15% -$117K 0.01% 705
2019
Q2 		$740K Sell
43,017
-1,861
-4% -$31.9K 0.01% 691
2019
Q1 		$755K Buy
44,878
+1,641
+4% +$29K 0.02% 651
2018
Q4 		$672K Sell
43,237
-4,835
-10% -$88.5K 0.02% 622
2018
Q3 		$945K Buy
48,072
+3,334
+7% +$69.5K 0.02% 603
2018
Q2 		$911K Sell
44,738
-832
-2% -$17.4K 0.02% 607
2018
Q1 		$927K Sell
45,570
-12,318
-21% -$279K 0.02% 592
2017
Q4 		$1.38M Buy
57,888
+4,963
+9% +$114K 0.03% 520
2017
Q3 		$1.2M Buy
52,925
+939
+2% +$21K 0.03% 527
2017
Q2 		$1.22M Sell
51,986
-6,357
-11% -$145K 0.03% 521
2017
Q1 		$1.36M Buy
58,343
+2,149
+4% +$48K 0.03% 520
2016
Q4 		$1.17M Sell
56,194
-324
-0.6% -$6.05K 0.03% 539
2016
Q3 		$963K Buy
56,518
+1,442
+3% +$23.9K 0.02% 575
2016
Q2 		$854K Buy
55,076
+1,662
+3% +$25.4K 0.02% 581
2016
Q1 		$773K Buy
53,414
+4,303
+9% +$60.5K 0.02% 597
2015
Q4 		$764K Buy
49,111
+2,560
+5% +$42.8K 0.02% 587
2015
Q3 		$844K Buy
46,551
+822
+2% +$16.5K 0.03% 545
2015
Q2 		$994K Sell
45,729
-1,299
-3% -$27.7K 0.03% 552
2015
Q1 		$938K Sell
47,028
-2,855
-6% -$59K 0.03% 579
2014
Q4 		$1.01M Sell
49,883
-6,685
-12% -$138K 0.03% 545
2014
Q3 		$1.21M Sell
56,568
-3,735
-6% -$84.1K 0.04% 500
2014
Q2 		$1.42M Sell
60,303
-2,110
-3% -$49K 0.04% 488
2014
Q1 		$1.56M Sell
62,413
-2,217
-3% -$54.7K 0.04% 458
2013
Q4 		$1.64M Sell
64,630
-6,861
-10% -$174K 0.05% 431
2013
Q3 		$1.74M Sell
71,491
-3,357
-4% -$80.4K 0.05% 449
2013
Q2 		$1.76M Buy
+74,848
New +$1.97M 0.05% 422

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management's JEF Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 395 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Mitsubishi UFJ Asset Management first reported a position in JEF in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.76M in Q2 2013. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Mitsubishi UFJ Asset Management held 395 shares of Jefferies Financial Group worth $19.7K as of Q2 2026.
  • Mitsubishi UFJ Asset Management left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1330 holding.
  • Mitsubishi UFJ Asset Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 45 quarters since.
  • Mitsubishi UFJ Asset Management's Jefferies Financial Group position peaked at $1.76M in Q2 2013.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.