Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Jefferies Financial Group JEF Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.41M Sell
28,208
-49,933
-64% -$2.57M ﹤0.01% 1427
2026
Q1 		$3.22M Buy
78,141
+11,270
+17% +$585K 0.01% 1064
2025
Q4 		$4.17M Buy
66,871
+22,398
+50% +$1.28M 0.01% 958
2025
Q3 		$2.91M Buy
44,473
+15,985
+56% +$975K ﹤0.01% 1118
2025
Q2 		$1.56M Sell
28,488
-1,776
-6% -$87.9K ﹤0.01% 1348
2025
Q1 		$1.62M Buy
+30,264
New +$2.05M ﹤0.01% 1300

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's JEF Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Jefferies Financial Group (JEF) stake by 64% in Q2 2026, selling an estimated $2.57M and leaving 28,208 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.17M in Q4 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 28,208 shares of Jefferies Financial Group worth $1.41M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 49,933 Jefferies Financial Group shares in Q2 2026, an estimated $2.57M.
  • Jefferies Financial Group made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1427 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Jefferies Financial Group position peaked at $4.17M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.