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Disclosery

UBS Group AG: JEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on JEF, newest first. How the timeline and the estimate are built.

UBS Group AG held 1,961,908 JEF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,961,908 shares
    Change vs previous 13F +650,075 shares

    0.01% of the 13F portfolio, value $98,056,162.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 399,309 shares
    • UBS Group AG: 1,562,599 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,311,833 shares
    Change vs previous 13F -91,159 shares

    0.01% of the 13F portfolio, value $54,139,347.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 403,741 shares
    • UBS Group AG: 908,092 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,402,992 shares
    Change vs previous 13F -58,374 shares

    0.01% of the 13F portfolio, value $86,943,415.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 411,175 shares
    • UBS Group AG: 991,817 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,461,366 shares
    Change vs previous 13F +455,827 shares

    0.01% of the 13F portfolio, value $95,602,565.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 399,658 shares
    • UBS Group AG: 1,061,708 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,005,539 shares
    Change vs previous 13F +164,233 shares

    0.01% of the 13F portfolio, value $54,992,928.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 587,585 shares
    • UBS Group AG: 417,954 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 841,306 shares
    Change vs previous 13F +112,768 shares

    0.01% of the 13F portfolio, value $45,068,765.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 437,839 shares
    • UBS Group AG: 403,467 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 728,538 shares
    Change vs previous 13F +127,434 shares

    0.01% of the 13F portfolio, value $57,117,379.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 463,577 shares
    • UBS Group AG: 264,961 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 601,104 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,997,952.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 432,847 shares
    • UBS Group AG: 168,257 shares

    Acceptance time not in the bulk data set (spec §4.2).