UBS AM
JXN icon

UBS AM’s Jackson Financial JXN Stock Holding History

UBS AM’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8M Buy
183,291
+15,151
+9% +$1.64M ﹤0.01% 961
2026
Q1 		$17.8M Buy
168,140
+103
+0.1% +$11.5K ﹤0.01% 926
2025
Q4 		$17.9M Sell
168,037
-6,428
-4% -$639K ﹤0.01% 886
2025
Q3 		$17.7M Sell
174,465
-114,035
-40% -$10.7M ﹤0.01% 874
2025
Q2 		$25.6M Buy
288,500
+77,664
+37% +$6.29M 0.01% 949
2025
Q1 		$17.7M Buy
210,836
+7,380
+4% +$655K ﹤0.01% 1006
2024
Q4 		$17.7M Buy
203,456
+31,339
+18% +$3.06M ﹤0.01% 1009
2024
Q3 		$15.7M Buy
172,117
+757
+0.4% +$63.1K ﹤0.01% 1038
2024
Q2 		$12.7M Buy
171,360
+86,801
+103% +$6.2M ﹤0.01% 1037
2024
Q1 		$5.59M Buy
84,559
+2,497
+3% +$136K ﹤0.01% 1204
2023
Q4 		$4.2M Buy
82,062
+3,364
+4% +$148K ﹤0.01% 1327
2023
Q3 		$3.01M Buy
78,698
+25,216
+47% +$881K ﹤0.01% 1429
2023
Q2 		$2M Hold
53,482
– – ﹤0.01% 1641
2023
Q1 		$2M Sell
53,482
-12,969
-20% -$533K ﹤0.01% 1641
2022
Q4 		$2.31M Buy
66,451
+18,625
+39% +$647K ﹤0.01% 1468
2022
Q3 		$1.33M Sell
47,826
-9,537
-17% -$282K ﹤0.01% 1804
2022
Q2 		$1.53M Buy
57,363
+39,987
+230% +$1.46M ﹤0.01% 1741
2022
Q1 		$769K Buy
17,376
+1,380
+9% +$57.5K ﹤0.01% 2270
2021
Q4 		$669K Buy
+15,996
New +$524K ﹤0.01% 2417

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM's JXN Position: Q2 2026 in Review

UBS AM increased its Jackson Financial (JXN) stake by 9% in Q2 2026, buying an estimated $1.64M and bringing the position to 183,291 shares worth $18.8M. The position accounts for ﹤0.01% of the portfolio, ranked #961.

UBS AM first reported a position in JXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.6M in Q2 2025. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • UBS AM held 183,291 shares of Jackson Financial worth $18.8M as of Q2 2026.
  • UBS AM bought 15,151 Jackson Financial shares in Q2 2026, an estimated $1.64M.
  • Jackson Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #961 holding.
  • UBS AM first reported a position in Jackson Financial in Q4 2021 and has held it in 19 quarters since.
  • UBS AM's Jackson Financial position peaked at $25.6M in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.