UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in JXN — Jackson Financial Inc.
CIK 861177
NEW YORK, NY
Position in JXN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,767,162
+$991,406 QoQ
Shares Held
183,291
+9.0% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 504 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,640,933,356 across 16 Insurance - Life names. JXN ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
5,201,217 | $609,842,689 | |
| 2 | MET |
Metlife Inc
|
6,026,518 | $509,903,682 | |
| 3 | PRU |
Prudential Financial Inc
|
3,106,298 | $335,262,739 | |
| 4 | GL |
Globe Life Inc.
|
275,000 | $49,136,996 | |
| 5 | UNM |
Unum Group
|
508,944 | $45,499,589 | |
| 6 | PRI |
Primerica, Inc.
|
93,371 | $26,536,036 | |
| 7 | JXN |
Jackson Financial Inc.
This page
|
183,291 | $18,767,162 | |
| 8 | LNC |
Lincoln National Corp
|
451,306 | $15,953,663 |
All Filings in JXN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,767,162 | 183,291 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,775,756 | 168,140 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,921,141 | 168,037 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,661,089 | 174,465 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $25,615,912 | 288,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,663,836 | 210,836 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $17,716,943 | 203,456 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,702,230 | 172,117 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,725,189 | 171,360 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,592,729 | 84,559 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,201,573 | 82,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,007,835 | 78,698 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,637,082 | 53,482 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,000,759 | 53,482 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,311,828 | 66,451 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,327,170 | 47,826 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,534,460 | 57,363 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $768,540 | 17,376 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $669,112 | 15,996 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||