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Latest STIFEL FINANCIAL CORP Stock Portfolio

$108Billion | No. of Holdings #3591

STIFEL FINANCIAL CORP Performance

2026 Q1-1.68%
YTD-1.68%
2025+11.79%

About STIFEL FINANCIAL CORP and 13F Hedge Fund Stock Holdings

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, STIFEL FINANCIAL CORP reported an equity portfolio of $108.8 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of STIFEL FINANCIAL CORP are NVDA, AAPL, MSFT. The fund has invested 2.7% of it's portfolio in NVIDIA CORPORATION and 2.6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), AMCOR PLC (AMCR) and COMERICA INC (CMA) stocks. They significantly reduced their stock positions in DAKTRONICS INC (DAKT), FS CREDIT OPPORTUNITIES CORP and ISHARES TR (IJR). STIFEL FINANCIAL CORP opened new stock positions in ASTRAZENECA PLC, BLACKROCK ETF TRUST (BECO) and AMCOR PLC (AMCR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), EASTMAN CHEM CO (EMN) and ISHARES INC (EMGF).
STIFEL FINANCIAL CORP Equity Portfolio Value
Last Reported on: 12 May, 2026
$108Billion
  as of May 12, 2026

STIFEL FINANCIAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that STIFEL FINANCIAL CORP made a return of -1.68% in the last quarter. In trailing 12 months, it's portfolio return was 12.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc134,979,000
blackrock etf trust29,293,700
amcor plc28,989,800
blackrock etf trust28,940,200
New stocks bought by STIFEL FINANCIAL CORP

Additions

Ticker% Inc.
eastman chem co1,779
equity residential911
yum brands inc794
ishares tr244
ishares tr181
huntsman corp124
credo technology group holdi97.52
paychex inc90.85
Additions to existing portfolio by STIFEL FINANCIAL CORP

Reductions

Ticker% Reduced
walmart inc-65.16
trane technologies plc-50.39
phillips 66-38.18
vaneck etf trust-35.95
ishares tr-33.38
ishares tr-33.3
zoetis inc-33.28
ishares tr-33.23
STIFEL FINANCIAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by STIFEL FINANCIAL CORP

Sector Distribution

STIFEL FINANCIAL CORP has about 35.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Basic Materials
  • Utilities
  • Real Estate
Sector%
Others35.3
Technology17.1
Industrials9.6
Financial Services7.6
Healthcare7.4
Consumer Cyclical5.9
Consumer Defensive5.4
Communication Services4.3
Energy3.1
Basic Materials1.7
Utilities1.5
Real Estate1.2

Market Cap. Distribution

STIFEL FINANCIAL CORP has about 62.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED35.3
MEGA-CAP31.6
LARGE-CAP30.5
MID-CAP2

Stocks belong to which Index?

About 60.2% of the stocks held by STIFEL FINANCIAL CORP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.4
Others39.7
RUSSELL 20001.8
Top 5 Winners (%)%
ERAS
erasca inc
250.3 %
DSX
diana shipping inc
167.4 %
KOS
kosmos energy ltd
151.5 %
alumis inc
125.7 %
AMTX
aemetis inc
125.7 %
Top 5 Winners ($)$
XOM
exxon mobil corp
190.4 M
JNJ
johnson & johnson
176.1 M
CVX
chevron corporation
170.2 M
LMT
lockheed martin corp
147.0 M
GLW
corning inc
136.1 M
Top 5 Losers (%)%
BIOX
bioceres crop solutions corp
-63.9 %
EOSE
eos energy enterprises inc
-56.1 %
GENI
genius sports limited
-55.3 %
TEAM
atlassian corporation
-54.3 %
MNKD
mannkind corp
-53.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-776.1 M
NVDA
nvidia corporation
-203.5 M
AAPL
apple inc
-202.0 M
AMZN
amazon com inc
-187.3 M
AVGO
broadcom inc
-166.8 M

STIFEL FINANCIAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of STIFEL FINANCIAL CORP

STIFEL FINANCIAL CORP has 3591 stocks in it's portfolio. About 15.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for STIFEL FINANCIAL CORP last quarter.

$94.99BTotal Value
500Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of STIFEL FINANCIAL CORP, last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.34%7,108,900
$364.19M
0.34%
increased 5.78 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.32%3,707,600
$352.04M
0.32%
increased 0.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.26%2,403,770
$285.09M
0.26%
increased 10.47 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.2%4,135,790
$217.38M
0.2%
increased 18.61 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.2%2,727,070
$216.97M
0.2%
increased 0.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.17%1,785,630
$190.49M
0.17%
decreased 19.18 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.14%1,467,290
$147.79M
0.14%
decreased 7.8 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.09%884,679
$97.66M
0.09%
increased 1.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.09%1,277,140
$94.96M
0.09%
increased 2.47 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.08%1,670,740
$88.92M
0.08%
increased 7.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.06%635,731
$67.48M
0.06%
increased 2.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.05%530,915
$59.13M
0.05%
increased 244.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.04%446,745
$49.01M
0.04%
increased 4.65 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.04%215,949
$47.25M
0.04%
decreased 33.3 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.04%989,552
$42.12M
0.04%
increased 5.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.03%298,813
$31.82M
0.03%
decreased 5.33 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.03%1,014,820
$30.77M
0.03%
increased 20.37 percentadded