Latest STIFEL FINANCIAL CORP Stock Portfolio
STIFEL FINANCIAL CORP Performance:
2025 Q3: 5.34%YTD: 7.81%2024: 10.61%
Performance for 2025 Q3 is 5.34%, and YTD is 7.81%, and 2024 is 10.61%.
About STIFEL FINANCIAL CORP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, STIFEL FINANCIAL CORP reported an equity portfolio of $109.5 Billions as of 30 Sep, 2025.
The top stock holdings of STIFEL FINANCIAL CORP are MSFT, NVDA, AAPL. The fund has invested 3.4% of it's portfolio in MICROSOFT CORP and 3% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off INVESCO CURRENCYSHARES SWISS (FXF), ANSYS INC (ANSS) and GLOBAL MED REIT INC (GMRE) stocks. They significantly reduced their stock positions in EQUINOX GOLD CORP, HARTFORD FDS EXCHANGE TRADED (HCOM) and NORTHERN LTS FD TR IV (BIBL). STIFEL FINANCIAL CORP opened new stock positions in GOLDMAN SACHS ETF TR (GBUY), ISHARES TR (DMXF) and NORTHERN LTS FD TR IV. The fund showed a lot of confidence in some stocks as they added substantially to HECLA MNG CO (HL), PRINCIPAL EXCHANGE TRADED FD (BTEC) and CAPITAL GROUP CONSERVATIVE E.
The top stock holdings of STIFEL FINANCIAL CORP are MSFT, NVDA, AAPL. The fund has invested 3.4% of it's portfolio in MICROSOFT CORP and 3% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off INVESCO CURRENCYSHARES SWISS (FXF), ANSYS INC (ANSS) and GLOBAL MED REIT INC (GMRE) stocks. They significantly reduced their stock positions in EQUINOX GOLD CORP, HARTFORD FDS EXCHANGE TRADED (HCOM) and NORTHERN LTS FD TR IV (BIBL). STIFEL FINANCIAL CORP opened new stock positions in GOLDMAN SACHS ETF TR (GBUY), ISHARES TR (DMXF) and NORTHERN LTS FD TR IV. The fund showed a lot of confidence in some stocks as they added substantially to HECLA MNG CO (HL), PRINCIPAL EXCHANGE TRADED FD (BTEC) and CAPITAL GROUP CONSERVATIVE E.
STIFEL FINANCIAL CORP Annual Return Estimates Vs S&P 500
Our best estimate is that STIFEL FINANCIAL CORP made a return of 5.34% in the last quarter. In trailing 12 months, it's portfolio return was 5.26%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ferguson enterprises inc | 1,193 |
| ishares tr | 317 |
| first tr exchange-traded fd | 202 |
| blackrock etf trust | 183 |
| ishares tr | 164 |
| first tr exchng traded fd vi | 158 |
| hubspot inc | 150 |
| ishares inc | 89.64 |
Additions to existing portfolio by STIFEL FINANCIAL CORP
Reductions
| Ticker | % Reduced |
|---|---|
| elevance health inc formerly | -86.67 |
| emerson elec co | -76.71 |
| unitedhealth group inc | -63.18 |
| ishares tr | -34.34 |
| spdr series trust | -31.99 |
| workday inc | -30.07 |
| amphenol corp new | -27.76 |
| select sector spdr tr | -27.2 |
STIFEL FINANCIAL CORP reduced stake in above stock
Sold off
Sector Distribution
STIFEL FINANCIAL CORP has about 32.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 32.7 |
| Technology | 19.9 |
| Industrials | 9.4 |
| Financial Services | 8.3 |
| Healthcare | 6.5 |
| Consumer Cyclical | 6.2 |
| Consumer Defensive | 6.1 |
| Communication Services | 4.3 |
| Energy | 2.5 |
| Utilities | 1.5 |
| Basic Materials | 1.4 |
| Real Estate | 1.1 |
Market Cap. Distribution
STIFEL FINANCIAL CORP has about 64% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 34.4 |
| UNALLOCATED | 32.7 |
| MEGA-CAP | 29.6 |
| MID-CAP | 2.5 |
Stocks belong to which Index?
About 62.6% of the stocks held by STIFEL FINANCIAL CORP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 60.8 |
| Others | 37.4 |
| RUSSELL 2000 | 1.8 |
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 3500 stocks in it's portfolio. About 17.7% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for STIFEL FINANCIAL CORP last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.67 | 11,487,000 | 2,925,020,000 | added | 0.59 | ||
| AAXJ | ishares tr | 0.31 | 3,559,460 | 338,683,000 | reduced | -10.36 | ||
| AAXJ | ishares tr | 0.25 | 2,594,210 | 278,714,000 | added | 54.59 | ||
| AAXJ | ishares tr | 0.23 | 4,791,700 | 250,223,000 | added | 7.25 | ||
| AAXJ | ishares tr | 0.22 | 2,036,750 | 243,412,000 | reduced | -6.14 | ||
| AAXJ | ishares tr | 0.19 | 1,986,480 | 204,589,000 | reduced | -9.22 | ||
| AAXJ | ishares tr | 0.17 | 2,309,860 | 187,539,000 | added | 8.02 | ||
| AAXJ | ishares tr | 0.17 | 3,423,960 | 181,572,000 | added | 16.64 | ||
| AAXJ | ishares tr | 0.08 | 1,295,810 | 87,895,200 | reduced | -13.05 | ||
| AAXJ | ishares tr | 0.07 | 1,524,680 | 82,470,300 | added | 5.41 | ||
| AAXJ | ishares tr | 0.07 | 709,023 | 78,340,800 | added | 12.47 | ||
| AAXJ | ishares tr | 0.06 | 318,576 | 66,678,100 | added | 51.91 | ||
| AAXJ | ishares tr | 0.06 | 604,044 | 64,324,800 | reduced | -22.8 | ||
| AAXJ | ishares tr | 0.04 | 397,501 | 43,872,900 | added | 7.5 | ||
| AAXJ | ishares tr | 0.03 | 327,086 | 34,926,100 | reduced | -5.41 | ||
| AAXJ | ishares tr | 0.03 | 847,910 | 30,991,300 | added | 12.16 | ||
| ABBV | abbvie inc | 0.52 | 2,473,150 | 572,637,000 | reduced | -1.09 | ||
| ABC | cencora inc | 0.03 | 95,312 | 29,806,700 | reduced | -2.93 | ||
| ABNB | airbnb inc | 0.09 | 775,850 | 94,203,800 | added | 8.6 | ||
| ABT | abbott labs | 0.22 | 1,778,500 | 238,218,000 | reduced | -1.42 | ||