Latest Jefferies Financial Group Inc. Stock Portfolio

Jefferies Financial Group Inc. Performance:

2025 Q3: 4.87%YTD: 6.56%2024: 9.57%

Performance for 2025 Q3 is 4.87%, and YTD is 6.56%, and 2024 is 9.57%.

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

In it's latest 13F Holdings report, Jefferies Financial Group Inc. reported an equity portfolio of $21.2 Billions as of 30 Sep, 2025.

The top stock holdings of Jefferies Financial Group Inc. are VAW, SPY, WRB. The fund has invested 7.9% of it's portfolio in VANGUARD WORLD FD and 3.4% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off TAKE-TWO INTERACTIVE SOFTWAR (TTWO), TRIUMPH GROUP INC NEW (TGI) and COUCHBASE INC (BASE) stocks. They significantly reduced their stock positions in ROBINHOOD MKTS INC (HOOD), RIOT PLATFORMS INC (RIOT) and COTERRA ENERGY INC (CTRA). Jefferies Financial Group Inc. opened new stock positions in VANGUARD WORLD FD (VAW), BERKLEY W R CORP (WRB) and CADENCE DESIGN SYSTEM INC (CDNS). The fund showed a lot of confidence in some stocks as they added substantially to PEPSICO INC (PEP), SNOWFLAKE INC (SNOW) and BLOOM ENERGY CORP (BE).

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

Our best estimate is that Jefferies Financial Group Inc. made a return of 4.87% in the last quarter. In trailing 12 months, it's portfolio return was 6%.

New Buys

Ticker	$ Bought
vanguard world fd	1,680,300,000
berkley w r corp	682,816,000
cadence design system inc	135,606,000
ptc therapeutics inc	97,251,700
nxp semiconductors n v	95,874,300
ishares tr	65,083,000
abivax sa	38,826,900
atkore inc	36,525,200

New stocks bought by Jefferies Financial Group Inc.

Additions

Ticker	% Inc.
bandwidth inc	72,727
tyler tex indpt sch dist	33,921
envista holdings corporation	25,960
pepsico inc	12,120
snowflake inc	11,529
bloom energy corp	11,191
draftkings inc new	10,316
diamondback energy inc	8,299

Additions to existing portfolio by Jefferies Financial Group Inc.

Reductions

Ticker	% Reduced
uniqure nv	-95.68
wells fargo co new	-86.18
travelers companies inc	-85.71
taysha gene therapies inc	-79.09
nio inc	-76.3
eaton corp plc	-76.03
tanger inc	-74.4
walmart inc	-72.12

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 44.6% of it's holdings in Others sector.

Sector	%
Others	44.6
Financial Services	12.8
Healthcare	10.4
Technology	9
Consumer Defensive	5.5
Energy	4.2
Consumer Cyclical	4.2
Industrials	4.1
Utilities	1.5
Real Estate	1.4
Communication Services	1.3

Market Cap. Distribution

Jefferies Financial Group Inc. has about 42.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45
LARGE-CAP	28.3
MEGA-CAP	14.5
MID-CAP	7.4
SMALL-CAP	4.2

Stocks belong to which Index?

About 47.4% of the stocks held by Jefferies Financial Group Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	52.6
S&P 500	39.1
RUSSELL 2000	8.3

Top 5 Winners (%)		%
	robo.ai inc.	268.1 %
QURE	uniqure nv	166.3 %
	iren limited	137.4 %
CHRS	coherus oncology inc	120.9 %
	sandisk corp	103.2 %

Top 5 Winners ($)		$
	iren limited	89.9 M
SPY	spdr s&p 500 etf tr	58.2 M
QURE	uniqure nv	48.6 M
IJR	ishares tr	30.2 M
	argenx se	28.9 M

Top 5 Losers (%)		%
MLTX	moonlake immunotherapeutics	-77.1 %
LUNG	pulmonx corp	-37.5 %
BRBR	bellring brands inc	-35.1 %
FDS	factset resh sys inc	-32.8 %
CNC	centene corp del	-32.6 %

Top 5 Losers ($)		$
AR	antero resources corp	-12.3 M
KDP	keurig dr pepper inc	-8.3 M
PRGS	progress software corp	-7.8 M
COST	costco whsl corp new	-7.8 M
MSTR	strategy inc	-7.4 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 956 stocks in it's portfolio. About 22.4% of the portfolio is in top 10 stocks. AR proved to be the most loss making stock for the portfolio. was the most profitable stock for Jefferies Financial Group Inc. last quarter.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.05	83,791	10,754,600	added	5.04

AAPL	apple inc	0.21	178,445	45,437,600	added	34.3

AAXJ	ishares tr	0.04	72,830	7,811,020	new

ABBV	abbvie inc	0.11	99,673	23,078,300	reduced	-34.77

ABC	cencora inc	0.06	40,551	12,673,400	reduced	-20.03

ABT	abbott labs	0.03	51,041	6,836,430	added	28.85

ACWV	ishares inc	0.03	67,903	5,418,870	added	1,885

AEE	ameren corp	0.02	46,637	4,867,970	new

AFK	vaneck etf trust	0.04	23,039	7,518,980	added	25.28

AFRM	affirm hldgs inc	0.06	171,269	12,516,300	added	1,161

AFTY	pacer fds tr	0.03	106,392	6,114,370	added	0.71

AGLE	spyre therapeutics inc	0.11	1,388,850	23,277,200	unchanged	0.00

AGNG	global x fds	0.03	339,133	5,768,660	added	3.61

AHCO	adapthealth corp	0.19	4,563,000	40,838,800	reduced	-4.54

AJG	gallagher arthur j & co	0.02	11,200	3,469,090	added	124

AKAM	akamai technologies inc	0.02	3,500,000	3,294,660	added	74.91

ALNY	alnylam pharmaceuticals inc	0.04	16,542	7,543,150	added	98.3

AMAT	applied matls inc	0.02	19,024	3,894,970	added	15.12

AMGN	amgen inc	0.22	164,967	46,553,800	added	24.85

AMP	ameriprise finl inc	0.03	14,186	6,968,870	added	2,527