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Latest Jefferies Financial Group Inc. Stock Portfolio

$14.61Billion– No. of Holdings #1252

Jefferies Financial Group Inc. Performance:
2026 Q1: -1.19%YTD: -1.19%2025: 10.06%
Performance for 2026 Q1 is -1.19%, and YTD is -1.19%, and 2025 is 10.06%.

About Jefferies Financial Group Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Jefferies Financial Group Inc. reported an equity portfolio of $14.6 Billions as of 31 Mar, 2026.

The top stock holdings of Jefferies Financial Group Inc. are SPY, BIL, QQQ. The fund has invested 2.8% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 2% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off CIDARA THERAPEUTICS INC (CDTX), COMERICA INC (CMA) and ROYAL BK CDA (RY) stocks. They significantly reduced their stock positions in BROOKFIELD CORP, ROIVANT SCIENCES LTD (ROIV) and REVOLUTION MEDICINES INC (RVMD). Jefferies Financial Group Inc. opened new stock positions in SPDR SERIES TRUST (BIL), ALLEGION PLC (ALLE) and PINNACLE FINL PARTNERS INC. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BLOOM ENERGY CORP (BE) and PORCH GROUP INC (PRCH).
Jefferies Financial Group Inc. Equity Portfolio Value
Last Reported on: 08 May, 2026

Jefferies Financial Group Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Jefferies Financial Group Inc. made a return of -1.19% in the last quarter. In trailing 12 months, it's portfolio return was 11.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust98,978,100
allegion plc48,729,000
pinnacle finl partners inc37,622,000
grail inc33,979,600
vanguard index fds20,102,600
ark etf tr19,836,700
hewlett packard enterprise c19,679,000
ishares tr17,316,500
New stocks bought by Jefferies Financial Group Inc.

Additions

Ticker% Inc.
ishares tr989,012
porch group inc42,675
johnson controls internation21,942
kenvue inc20,355
ppl corp18,339
ishares tr15,699
cytomx therapeutics inc.12,809
ziff davis inc12,600
Additions to existing portfolio by Jefferies Financial Group Inc.

Reductions

Ticker% Reduced
procter & gamble co-96.99
spdr gold tr-96.77
microsoft corp-95.72
seagate technology hldngs pl-92.97
taiwan semiconductor manufac-92.64
boeing co-91.99
alphabet inc-90.88
nasdaq inc-90.59
Jefferies Financial Group Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Jefferies Financial Group Inc.

Sector Distribution

Jefferies Financial Group Inc. has about 36.4% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Energy
  • Communication Services
  • Consumer Defensive
  • Basic Materials
  • Utilities
  • Real Estate
Sector%
Others36.4
Healthcare13.1
Technology12
Industrials9.9
Consumer Cyclical6.7
Financial Services6.3
Energy3.6
Communication Services3.1
Consumer Defensive2.6
Basic Materials2.4
Utilities2.1
Real Estate1.8

Market Cap. Distribution

Jefferies Financial Group Inc. has about 47.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED35.6
LARGE-CAP28.7
MEGA-CAP18.6
MID-CAP9
SMALL-CAP7.3

Stocks belong to which Index?

About 50.8% of the stocks held by Jefferies Financial Group Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others49.2
S&P 50041.1
RUSSELL 20009.7
Top 5 Winners (%)%
BW
babcock & wilcox enterprises
115.1 %
LWLG
lightwave logic inc
102.0 %
sandisk corp
91.7 %
ELDN
eledon pharmaceuticals inc
88.0 %
AXTI
axt inc
84.3 %
Top 5 Winners ($)$
ACHC
acadia healthcare company in
32.2 M
totalenergies se
20.1 M
CVX
chevron corporation
14.9 M
MU
micron technology inc
11.9 M
BIL
spdr series trust
11.7 M
Top 5 Losers (%)%
highview merger corp
-89.5 %
safeguard acquisition corp
-89.5 %
general purp acquisition cor
-89.4 %
PEPG
pepgen inc
-63.7 %
OMEX
odyssey marine expl inc
-57.5 %
Top 5 Losers ($)$
SPY
state str spdr s&p 500 etf t
-28.4 M
QQQ
invesco qqq tr
-19.7 M
tic solutions inc
-17.6 M
NVDA
nvidia corporation
-17.0 M
AMZN
amazon com inc
-16.8 M

Jefferies Financial Group Inc. Holdings Map

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

Current Stock Holdings of Jefferies Financial Group Inc.

Jefferies Financial Group Inc. has 1252 stocks in it's portfolio. About 12.7% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. ACHC was the most profitable stock for Jefferies Financial Group Inc. last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions