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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS Group's RJF Position: Q2 2026 in Review

UBS Group reduced its Raymond James Financial (RJF) stake by 10% in Q2 2026, selling an estimated $13.8M and leaving 783,630 shares worth $119M. The position accounts for 0.02% of the portfolio, ranked #1005.

UBS Group first reported a position in RJF in Q4 2014 and has held it in 47 quarters since. The position peaked at $135M in Q4 2025. 903 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • UBS Group held 783,630 shares of Raymond James Financial worth $119M as of Q2 2026.
  • UBS Group sold 90,917 Raymond James Financial shares in Q2 2026, an estimated $13.8M.
  • Raymond James Financial made up 0.02% of UBS Group's portfolio in Q2 2026, its #1005 holding.
  • UBS Group first reported a position in Raymond James Financial in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Raymond James Financial position peaked at $135M in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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