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Union Bancaire Privee’s Jefferies Financial Group JEF Stock Holding History

Union Bancaire Privee’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Sell
5,863
-581
-9% -$30K ﹤0.01% 369
2026
Q1 		$246K Buy
+6,444
New +$334K ﹤0.01% 381

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Union Bancaire Privee's JEF Position: Q2 2026 in Review

Union Bancaire Privee reduced its Jefferies Financial Group (JEF) stake by 9% in Q2 2026, selling an estimated $30K and leaving 5,863 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Union Bancaire Privee first reported a position in JEF in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Union Bancaire Privee held 5,863 shares of Jefferies Financial Group worth $277K as of Q2 2026.
  • Union Bancaire Privee sold 581 Jefferies Financial Group shares in Q2 2026, an estimated $30K.
  • Jefferies Financial Group made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #369 holding.
  • Union Bancaire Privee first reported a position in Jefferies Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.