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Swiss Life Asset Management’s Jefferies Financial Group JEF Stock Holding History

Swiss Life 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 		$494K Sell
9,879
-172
-2% -$8.87K ﹤0.01% 966
2026
Q1 		$415K Buy
10,051
+2,764
+38% +$143K ﹤0.01% 952
2025
Q4 		$452K Buy
7,287
+72
+1% +$4.13K ﹤0.01% 825
2025
Q3 		$472K Buy
7,215
+3,223
+81% +$197K ﹤0.01% 736
2025
Q2 		$218K Buy
+3,992
New +$198K ﹤0.01% 793
2020
Q2 		– Sell
-25,380
Closed -$332K – 523
2020
Q1 		$332K Buy
+25,380
New +$485K 0.01% 449
2018
Q1 		– Sell
-61,286
Closed -$1.45M – 512
2017
Q4 		$1.45M Sell
61,286
-5,624
-8% -$130K 0.03% 277
2017
Q3 		$1.51M Buy
66,910
+18,811
+39% +$421K 0.04% 240
2017
Q2 		$1.12M Buy
48,099
+5,924
+14% +$135K 0.03% 293
2017
Q1 		$983K Buy
42,175
+3,579
+9% +$80K 0.03% 280
2016
Q4 		$803K Sell
38,596
-34,955
-48% -$653K 0.03% 278
2016
Q3 		$1.25M Buy
+73,551
New +$1.22M 0.04% 203
2016
Q2 		– Sell
-18,560
Closed -$269K – 349
2016
Q1 		$269K Sell
18,560
-4,301
-19% -$60.5K 0.01% 328
2015
Q4 		$356K Buy
+22,861
New +$382K 0.02% 264

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swiss Life Asset Management's JEF Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Jefferies Financial Group (JEF) stake by 1.7% in Q2 2026, selling an estimated $8.87K and leaving 9,879 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Swiss Life Asset Management first reported a position in JEF in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.51M in Q3 2017. 418 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Swiss Life Asset Management held 9,879 shares of Jefferies Financial Group worth $494K as of Q2 2026.
  • Swiss Life Asset Management sold 172 Jefferies Financial Group shares in Q2 2026, an estimated $8.87K.
  • Jefferies Financial Group made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #966 holding.
  • Swiss Life Asset Management first reported a position in Jefferies Financial Group in Q4 2015 and has held it in 14 quarters since.
  • Swiss Life Asset Management's Jefferies Financial Group position peaked at $1.51M in Q3 2017.
  • 418 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.