UBS Group
SJM icon

UBS Group’s J.M. Smucker SJM Stock Holding History

UBS Group’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-177,200
Closed -$17.1M – 10980
2026
Q1 		$17.1M Buy
+177,200
New +$18.6M ﹤0.01% 2771
2024
Q3 		– Sell
-40,100
Closed -$4.37M – 10016
2024
Q2 		$4.37M Buy
+40,100
New +$4.54M ﹤0.01% 3000
2018
Q3 		– Sell
-46,400
Closed -$4.99M – 8237
2018
Q2 		$4.99M Sell
46,400
-182,300
-80% -$20.5M ﹤0.01% 2345
2018
Q1 		$28.4M Buy
+228,700
New +$28.6M 0.01% 936
2015
Q2 		– Sell
-100
Closed -$12K – 8783
2015
Q1 		$12K Sell
100
-49,469
-100% -$5.42M ﹤0.01% 7499
2014
Q4 		$5M Buy
+49,569
New +$5.02M ﹤0.01% 2090

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's SJM Position: Q2 2026 in Review

UBS Group reduced its J.M. Smucker (SJM) stake by 90% in Q2 2026, selling an estimated $550M and leaving 587,403 shares worth $66.1M. The position accounts for 0.01% of the portfolio, ranked #1478.

UBS Group first reported a position in SJM in Q4 2014 and has held it in 47 quarters since. The position peaked at $578M in Q1 2026. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • UBS Group held 587,403 shares of J.M. Smucker worth $66.1M as of Q2 2026.
  • UBS Group sold 5,401,630 J.M. Smucker shares in Q2 2026, an estimated $550M.
  • J.M. Smucker made up 0.01% of UBS Group's portfolio in Q2 2026, its #1478 holding.
  • UBS Group first reported a position in J.M. Smucker in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's J.M. Smucker position peaked at $578M in Q1 2026.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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