UBS Group
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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
Q1 		$3.7M Buy
+38,400
New +$4.02M ﹤0.01% 4383
2020
Q1 		– Sell
-20,600
Closed -$2.15M – 8353
2019
Q4 		$2.15M Buy
+20,600
New +$2.18M ﹤0.01% 3483
2015
Q1 		– Sell
-600
Closed -$61K – 9324
2014
Q4 		$61K Buy
+600
New +$60.8K ﹤0.01% 6249

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS Group's SJM Position: Q1 2026 in Review

UBS Group increased its J.M. Smucker (SJM) stake by 53% in Q1 2026, buying an estimated $216M and bringing the position to 5,989,033 shares worth $578M. The position accounts for 0.09% of the portfolio, ranked #236.

UBS Group first reported a position in SJM in Q4 2014 and has held it in 46 quarters since. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • UBS Group held 5,989,033 shares of J.M. Smucker worth $578M as of Q1 2026.
  • UBS Group bought 2,064,751 J.M. Smucker shares in Q1 2026, an estimated $216M.
  • J.M. Smucker made up 0.09% of UBS Group's portfolio in Q1 2026, its #236 holding.
  • UBS Group first reported a position in J.M. Smucker in Q4 2014 and has held it in 46 quarters since.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

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