StockDriftsStockDriftsTop 50 Jefferies Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.94% | 1.16M | $862.7M | +83.07%(+524.23K) | $596.85(+29.91%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.49% | 1.26M | $379.5M | +42.85%(+378.89K) | $235.82(+28.81%) | 2026-06-30 | |
| XBI | SPDR SERIES TRUST | 3.12% | 2.14M | $338.7M | -7.55%(-174.72K) | $109.63(+44.13%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.25% | 332.1K | $244.6M | -23.36%(-101.21K) | $490.52(+49.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.94% | 729.5K | $211.1M | +239.94%(+514.88K) | $260.28(+17.33%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.51% | 283.5K | $164.7M | +41.57%(+83.25K) | $246.39(+107.91%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.28% | 694.7K | $139.0M | -6.41%(-47.57K) | $179.84(+25.70%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.26% | 243.2K | $137.0M | +35.04%(+63.10K) | $610.52(-4.95%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 1.19% | 577.7K | $129.4M | +47.19%(+185.24K) | $229.18(+16.80%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.17% | 533.9K | $127.3M | -3.58%(-19.82K) | $218.84(+19.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.13% | +56.62% | +0.95% | +4.84% |
| Top 20 Holdings Unweighted | +15.04% | +52.26% | -9.34% | -38.76% |
Jefferies Financial Group INC reports $15.19B in US-listed equity holdings across 1,338 positions in its most recent 13F filing. Its largest disclosed positions are SPY (7.9%), IWM (3.5%) and XBI (3.1%). The top 20 holdings account for 33.79% of reported assets. Its disclosed equity book has returned +56.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jefferies Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 96223). View Jefferies Financial Group INC’s 13F filings on SEC