Swiss National Bank
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Swiss National Bank’s Jefferies Financial Group JEF Stock Holding History

Swiss National Bank’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
Q1 		$12.6M Buy
306,200
+1,200
+0.4% +$62.3K 0.01% 836
2025
Q4 		$18.9M Buy
305,000
+5,100
+2% +$292K 0.01% 680
2025
Q3 		$19.6M Buy
299,900
+4,300
+1% +$262K 0.01% 655
2025
Q2 		$16.2M Sell
295,600
-3,000
-1% -$149K 0.01% 693
2025
Q1 		$16M Sell
298,600
-4,600
-2% -$312K 0.01% 680
2024
Q4 		$23.8M Sell
303,200
-17,700
-6% -$1.27M 0.02% 598
2024
Q3 		$19.8M Sell
320,900
-12,800
-4% -$726K 0.01% 648
2024
Q2 		$16.6M Buy
333,700
+1,300
+0.4% +$58.3K 0.01% 681
2024
Q1 		$14.7M Buy
332,400
+600
+0.2% +$25K 0.01% 742
2023
Q4 		$13.4M Sell
331,800
-32,400
-9% -$1.15M 0.01% 757
2023
Q3 		$13.3M Sell
364,200
-17,000
-4% -$609K 0.01% 760
2023
Q2 		$12.6M Sell
381,200
-14,200
-4% -$443K 0.01% 795
2023
Q1 		$12.5M Sell
395,400
-74,254
-16% -$2.68M 0.01% 765
2022
Q4 		$15.4M Sell
469,654
-5,648
-1% -$188K 0.01% 711
2022
Q3 		$13.4M Sell
475,302
-1,360
-0.3% -$41.2K 0.01% 743
2022
Q2 		$12.6M Sell
476,662
-39,539
-8% -$1.17M 0.01% 794
2022
Q1 		$16.2M Buy
516,201
+33,054
+7% +$1.12M 0.01% 773
2021
Q4 		$17.9M Sell
483,147
-1,988
-0.4% -$76.6K 0.01% 725
2021
Q3 		$17.2M Sell
485,135
-4,811
-1% -$161K 0.01% 728
2021
Q2 		$16M Sell
489,946
-28,975
-6% -$884K 0.01% 775
2021
Q1 		$14.9M Sell
518,921
-17,049
-3% -$465K 0.01% 793
2020
Q4 		$12.6M Sell
535,970
-5,753
-1% -$121K 0.01% 815
2020
Q3 		$9.32M Buy
541,723
+8,158
+2% +$133K 0.01% 839
2020
Q2 		$7.93M Buy
+533,565
New +$7.15M 0.01% 890

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swiss National Bank's JEF Position: Q1 2026 in Review

Swiss National Bank increased its Jefferies Financial Group (JEF) stake by 0.39% in Q1 2026, buying an estimated $62.3K and bringing the position to 306,200 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #836.

Swiss National Bank first reported a position in JEF in Q2 2020 and has held it in 24 quarters since. The position peaked at $23.8M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Swiss National Bank held 306,200 shares of Jefferies Financial Group worth $12.6M as of Q1 2026.
  • Swiss National Bank bought 1,200 Jefferies Financial Group shares in Q1 2026, an estimated $62.3K.
  • Jefferies Financial Group made up 0.01% of Swiss National Bank's portfolio in Q1 2026, its #836 holding.
  • Swiss National Bank first reported a position in Jefferies Financial Group in Q2 2020 and has held it in 24 quarters since.
  • Swiss National Bank's Jefferies Financial Group position peaked at $23.8M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.