UBS Group’s Jefferies Financial Group JEF Stock Holding History

UBS Group’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	$1,000K	Buy	+20,000	New	+$1.03M	﹤0.01%	5731

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's JEF Position: Q2 2026 in Review

UBS Group increased its Jefferies Financial Group (JEF) stake by 72% in Q2 2026, buying an estimated $33.7M and bringing the position to 1,562,599 shares worth $78.1M. The position accounts for 0.01% of the portfolio, ranked #1315.

UBS Group first reported a position in JEF in Q4 2014 and has held it in 47 quarters since. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

UBS Group held 1,562,599 shares of Jefferies Financial Group worth $78.1M as of Q2 2026.
UBS Group bought 654,507 Jefferies Financial Group shares in Q2 2026, an estimated $33.7M.
Jefferies Financial Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1315 holding.
UBS Group first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 47 quarters since.
589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

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