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
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 $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's JEF Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Jefferies Financial Group (JEF) stake by 17% in Q1 2026, buying an estimated $585K and bringing the position to 78,141 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #1064.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.17M in Q4 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 78,141 shares of Jefferies Financial Group worth $3.22M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 11,270 Jefferies Financial Group shares in Q1 2026, an estimated $585K.
  • Jefferies Financial Group made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1064 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Jefferies Financial Group position peaked at $4.17M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.