UBS Group
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UBS Group’s Raymond James Financial RJF Stock Holding History

UBS Group’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32,800
Closed -$4.56M – 10752
2025
Q1 		$4.56M Sell
32,800
-31,800
-49% -$4.94M ﹤0.01% 3881
2024
Q4 		$10M Buy
+64,600
New +$9.76M ﹤0.01% 3036

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group's RJF Position: Q1 2026 in Review

UBS Group increased its Raymond James Financial (RJF) stake by 3.9% in Q1 2026, buying an estimated $5.18M and bringing the position to 874,547 shares worth $127M. The position accounts for 0.02% of the portfolio, ranked #873.

UBS Group first reported a position in RJF in Q4 2014 and has held it in 46 quarters since. The position peaked at $135M in Q4 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • UBS Group held 874,547 shares of Raymond James Financial worth $127M as of Q1 2026.
  • UBS Group bought 32,688 Raymond James Financial shares in Q1 2026, an estimated $5.18M.
  • Raymond James Financial made up 0.02% of UBS Group's portfolio in Q1 2026, its #873 holding.
  • UBS Group first reported a position in Raymond James Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Raymond James Financial position peaked at $135M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

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