Jefferies Group's UBS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 209,349 shares of UBS Group AG (UBS) worth $9.75 M, representing 0.05% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in UBS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 286,181 shares. Largest reduction occurred in Q3 2024, reducing 272,446 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's UBS Group (UBS) Holding Value Over Time
Track share changes against reported price movement
Quarterly UBS Group (UBS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +168,793 | Add 416.20% | 209,349 | $46.58 |
| Q3 2025 | -161,716 | Reduce 79.95% | 40,556 | $41.00 |
| Q2 2025 | +50,992 | Add 33.71% | 202,272 | $33.84 |
| Q1 2025 | +123,422 | Add 443.04% | 151,280 | $30.41 |
| Q4 2024 | -7,613 | Reduce 21.46% | 27,858 | $30.35 |
| Q3 2024 | -272,446 | Reduce 88.48% | 35,471 | $30.87 |
| Q2 2024 | +286,181 | Add 1316.62% | 307,917 | $29.45 |
| Q1 2024 | -98,424 | Reduce 81.91% | 21,736 | $30.72 |
| Q4 2023 | -159,501 | Reduce 57.03% | 120,160 | $31.00 |
| Q3 2023 | +279,661 | New Buy | 279,661 | $24.78 |
| Q2 2023 | -24,011 | Sold Out | 0 | $0.00 |
| Q1 2023 | +24,011 | New Buy | 24,011 | $21.34 |
Jefferies Group's UBS Group Investment FAQs
Jefferies Group first purchased UBS Group AG (UBS) in Q1 2023, acquiring 24,011 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held UBS Group AG (UBS) for 12 quarters since Q1 2023.
Jefferies Group's largest addition to UBS Group AG (UBS) was in Q2 2024, adding 307,917 shares worth $9.07 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 209,349 shares of UBS Group AG (UBS), valued at approximately $9.75 M.
As of the Q4 2025 filing, UBS Group AG (UBS) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in UBS Group AG (UBS) was 307,917 shares, as reported at the end of Q2 2024.