Union Bancaire Privee, UBP SA
Position in JEF — Jefferies Financial Group Inc.
CIK 1716607
GENEVA 1, V8
Position in JEF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$293,032
+$27,089 QoQ
Shares Held
5,863
-9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 581 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $148,490,937 across 6 Capital Markets names. JEF ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
125,190 | $126,613,410 | |
| 2 | MS |
Morgan Stanley
|
64,552 | $13,493,950 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
75,375 | $6,560,640 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,820 | $794,337 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
5,484 | $735,568 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
5,863 | $293,032 |
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,032 | 5,863 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $265,943 | 6,444 | Shares | Defined | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||