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Jefferies Financial Group INC

Portfolio Manager
Jefferies Financial Group INC
Performance
-3.98% (2026 Q1)
AUM (13F)
$14.61B
# of Holdings
1376
Performance Rank
Allocation (Top 20)
32.03%

Jefferies Financial Group INC Holdings Map

Top 50 Jefferies Financial Group INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
5.01%631.1K$410.4M
-45.97%(-537.02K)
2025-Q1: 820.6K shares2025-Q2: 1.32M shares2025-Q3: 1.09M shares2025-Q4: 1.17M shares2026-Q1: 631.1K shares
$520.00(+43.23%)
2026-03-31
XBI
SPDR SERIES TRUST
3.61%2.31M$295.7M
+34.96%(+599.63K)
2025-Q1: 795.0K shares2025-Q2: 1.43M shares2025-Q3: 1.51M shares2025-Q4: 1.72M shares2026-Q1: 2.31M shares
$99.96(+60.53%)
2026-03-31
QQQ
INVESCO QQQ TR
3.05%433.3K$250.1M
-31.04%(-195.02K)
2025-Q1: 307.2K shares2025-Q2: 263.3K shares2025-Q3: 584.4K shares2025-Q4: 628.4K shares2026-Q1: 433.3K shares
$490.52(+45.27%)
2026-03-31
IWM
ISHARES TR
2.68%884.2K$219.3M
-48.80%(-842.65K)
2025-Q1: 565.5K shares2025-Q2: 849.0K shares2025-Q3: 1.46M shares2025-Q4: 1.73M shares2026-Q1: 884.2K shares
$221.16(+34.56%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.58%742.3K$129.5M
-64.19%(-1.33M)
2025-Q1: 106.0K shares2025-Q2: 151.2K shares2025-Q3: 376.3K shares2025-Q4: 2.07M shares2026-Q1: 742.3K shares
$179.84(+8.33%)
2026-03-31
AMZN
AMAZON COM INC
1.41%553.7K$115.3M
-40.74%(-380.65K)
2025-Q1: 222.1K shares2025-Q2: 285.7K shares2025-Q3: 268.3K shares2025-Q4: 934.4K shares2026-Q1: 553.7K shares
$218.84(+10.89%)
2026-03-31
MA
MASTERCARD INCORPORATED
1.38%227.1K$113.5M
+116.42%(+122.15K)
2025-Q1: 204.9K shares2025-Q2: 208.8K shares2025-Q3: 104.1K shares2025-Q4: 104.9K shares2026-Q1: 227.1K shares
$525.28(+2.69%)
2026-03-31
ASH
ASHLAND INC
1.29%1.91M$106.1M
+0.43%(+8.14K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 217.0K shares2025-Q4: 1.90M shares2026-Q1: 1.91M shares
$52.83(+26.84%)
2026-03-31
AVGO
BROADCOM INC
1.29%342.4K$106.0M
+1012.51%(+311.65K)
2025-Q1: 15.0K shares2025-Q2: 182.4K shares2025-Q3: 180.4K shares2025-Q4: 30.8K shares2026-Q1: 342.4K shares
$317.62(+13.49%)
2026-03-31
META
META PLATFORMS INC
1.26%180.1K$103.0M
+355.85%(+140.57K)
2025-Q1: 144.9K shares2025-Q2: 44.2K shares2025-Q3: 3.3K shares2025-Q4: 39.5K shares2026-Q1: 180.1K shares
$631.78(-7.74%)
2026-03-31

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