UBS Group
JXN icon

UBS Group’s Jackson Financial JXN Stock Holding History

UBS Group’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 		$24M Buy
233,916
+178,865
+325% +$19.4M ﹤0.01% 2495
2026
Q1 		$5.82M Sell
55,051
-64,777
-54% -$7.25M ﹤0.01% 3910
2025
Q4 		$12.8M Sell
119,828
-21,480
-15% -$2.14M ﹤0.01% 3034
2025
Q3 		$14.3M Buy
141,308
+1,139
+0.8% +$106K ﹤0.01% 2926
2025
Q2 		$12.4M Sell
140,169
-464,324
-77% -$37.6M ﹤0.01% 2857
2025
Q1 		$50.6M Buy
604,493
+160,467
+36% +$14.2M 0.01% 1473
2024
Q4 		$38.7M Buy
444,026
+172,304
+63% +$16.8M 0.01% 1689
2024
Q3 		$24.8M Buy
271,722
+35,489
+15% +$2.96M 0.01% 1656
2024
Q2 		$17.5M Buy
236,233
+110,833
+88% +$7.92M ﹤0.01% 1797
2024
Q1 		$8.29M Buy
125,400
+39,133
+45% +$2.12M ﹤0.01% 2442
2023
Q4 		$4.42M Buy
86,267
+7,506
+10% +$330K ﹤0.01% 2910
2023
Q3 		$3.01M Sell
78,761
-91,595
-54% -$3.2M ﹤0.01% 3053
2023
Q2 		$5.21M Buy
170,356
+129,515
+317% +$4.17M ﹤0.01% 2548
2023
Q1 		$1.53M Sell
40,841
-26,536
-39% -$1.09M ﹤0.01% 3701
2022
Q4 		$2.34M Buy
67,377
+2,801
+4% +$97.3K ﹤0.01% 3241
2022
Q3 		$1.79M Buy
64,576
+53,547
+486% +$1.58M ﹤0.01% 3254
2022
Q2 		$295K Sell
11,029
-75,916
-87% -$2.77M ﹤0.01% 4636
2022
Q1 		$3.85M Buy
86,945
+47,480
+120% +$1.98M ﹤0.01% 2791
2021
Q4 		$1.65M Sell
39,465
-524,589
-93% -$17.2M ﹤0.01% 3914
2021
Q3 		$14.7M Buy
+564,054
New +$15.3M ﹤0.01% 1738

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 Group's JXN Position: Q2 2026 in Review

UBS Group increased its Jackson Financial (JXN) stake by 325% in Q2 2026, buying an estimated $19.4M and bringing the position to 233,916 shares worth $24M. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

UBS Group first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $50.6M in Q1 2025. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • UBS Group held 233,916 shares of Jackson Financial worth $24M as of Q2 2026.
  • UBS Group bought 178,865 Jackson Financial shares in Q2 2026, an estimated $19.4M.
  • Jackson Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2495 holding.
  • UBS Group first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • UBS Group's Jackson Financial position peaked at $50.6M in Q1 2025.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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