Zurich Cantonal Bank
JEF icon

Zurich Cantonal Bank’s Jefferies Financial Group JEF Stock Holding History

Zurich Cantonal Bank’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 		– Sell
-48,272
Closed -$2.99M – 3035
2025
Q4 		$2.99M Buy
+48,272
New +$2.77M 0.01% 793

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

Zurich Cantonal Bank's JEF Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 59,165 shares worth $2.44M. The stake represents 0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in JEF as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in JEF in Q2 2013 and has held it in 50 quarters since. The position peaked at $11.5M in Q4 2017. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Zurich Cantonal Bank held 59,165 shares of Jefferies Financial Group worth $2.44M as of Q1 2026.
  • Jefferies Financial Group was a new Zurich Cantonal Bank position in Q1 2026.
  • Jefferies Financial Group made up 0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #926 holding.
  • Zurich Cantonal Bank first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 50 quarters since.
  • Zurich Cantonal Bank's Jefferies Financial Group position peaked at $11.5M in Q4 2017.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.