UBS Group
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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
Q1 		– Sell
-80,000
Closed -$4.96M – 10842
2025
Q4 		$4.96M Buy
80,000
+45,000
+129% +$2.58M ﹤0.01% 4040
2025
Q3 		$2.29M Buy
+35,000
New +$2.13M ﹤0.01% 4822
2015
Q1 		– Sell
-112
Closed -$2K – 9061
2014
Q4 		$2K Buy
+112
New +$2.31K ﹤0.01% 9400

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

UBS Group's JEF Position: Q1 2026 in Review

UBS Group reduced its Jefferies Financial Group (JEF) stake by 8.4% in Q1 2026, selling an estimated $4.35M and leaving 908,092 shares worth $37.5M. The position accounts for 0.01% of the portfolio, ranked #1928.

UBS Group first reported a position in JEF in Q4 2014 and has held it in 46 quarters since. The position peaked at $69.5M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • UBS Group held 908,092 shares of Jefferies Financial Group worth $37.5M as of Q1 2026.
  • UBS Group sold 83,725 Jefferies Financial Group shares in Q1 2026, an estimated $4.35M.
  • Jefferies Financial Group made up 0.01% of UBS Group's portfolio in Q1 2026, its #1928 holding.
  • UBS Group first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Jefferies Financial Group position peaked at $69.5M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.