JF

Jefferies Financial Group Inc.

Diversified strategyHigh-turnover traderMomentum follower

Total reported value

$14.6B

Reporting period: 2026-03-31 · Number of holdings: 1692

Jefferies Financial Group Inc. disclosed 1692 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $14.6B and a quarterly turnover rate of 90.5%.

Personality snowflake

Concentration
26.72
Portfolio Stability
90.52
Momentum/Contrarian
89.7
Sector conviction
39.57
Diversification
100
Sizing Uniformity
3.67

Recent moves

  • Add GLD

    +103.1%　$1.9B

  • Trim SPY

    -44.2%　-$979.6M

  • Trim GOOG

    -95.4%　-$461.4M

  • Trim NVDA

    -76.1%　-$453.1M

  • Trim Q4982L109

    -70.1%　-$447.8M

  • Add QQQ

    +39.3%　$130.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1403 holdings (of 1692 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GLDSpdr Gold SharesETF-Commodities23.84%+15.77%+103.11%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth7.64%-3.06%-44.18%
3QQQInvesco Qqq Trust Series 1ETF-Tech3.77%+1.62%+39.35%
4XBISs Spdr S&p Biotech ETFETF-Tech2.05%+0.93%+30.28%
5IWMIshares Russell 2000 ETFETF-Small Cap1.61%-1.32%-59.41%
6XLESs Energy Select SectorETF-Other1.35%—-31.91%
7AMZNAmazon.com INCStock-Consumer Disc1.15%-0.10%-23.80%
8✓ Iren LTD FStock-Other1.14%-2.00%-70.13%
9TLTIshares 20+ Year Treasury BdETF-Gov Bonds0.93%—+4.67%
10NVDANvidia CORPStock-Tech0.89%-2.09%-76.07%
11WMTWalmart INCStock-Consumer Staples0.83%—-11.35%
12MAMastercard INC - AStock-Financials0.79%+0.47%+113.29%
13ASHAshland INCStock-Materials0.73%—+0.43%
14AVGOBroadcom INCStock-Tech0.73%+0.60%+370.64%
15METAMeta Platforms Inc-class AStock-Comm Services0.71%—-11.77%
16XRTSs Spdr S&p Retail ETFETF-Other0.68%+0.68%NEW
17PTCTPtc Therapeutics INCStock-Healthcare0.63%—-18.33%
18ACHCAcadia Healthcare Co INCStock-Other0.58%—+6.87%
19EEMIshares Msci Emerging MarketETF-Emerging Markets0.55%+0.51%+864.92%
20ADPAutomatic Data ProcessingStock-Tech0.55%+0.48%+664.51%
21RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.51%—+14.72%
22AAPLApple INCStock-Tech0.51%-0.60%-63.37%
23XLFSs Financial Select SectorETF-Other0.50%+0.43%+460.53%
24INTCIntel CORPStock-Tech0.49%—-14.72%
25VNQVanguard Real Estate ETFETF-Other0.49%—+122.97%
26JNJJohnson & JohnsonStock-Healthcare0.47%+0.47%+21942.65%
27ADIAnalog Devices INCStock-Tech0.47%+0.46%+5263.75%
28GRALGrail INCStock-Healthcare0.46%+0.46%NEW
29APHAmphenol Corp-cl AStock-Tech0.46%—+126.44%
30WMBWilliams Cos INCStock-Energy0.46%+0.42%+605.41%
31CATCaterpillar INCStock-Industrials0.46%—+55.85%
32HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield0.46%+0.46%+15698.96%
33HLMNHillman Solutions CORPStock-Other0.46%—-0.11%
34✓ Totalenergies SeStock-Other0.44%—-17.65%
35BACBank Of America CORPStock-Financials0.42%—+40.57%
36CORCencora INCStock-Healthcare0.39%—+51.55%
37PPLPpl CORPStock-Utilities0.39%—+455.68%
38TRSTrimas CORPStock-Other0.38%—-0.18%
39LIONLionsgate Studios CORPStock-Other0.38%—-0.44%
40AMDAdvanced Micro DevicesStock-Tech0.38%—-12.26%
41TPRTapestry INCStock-Consumer Disc0.36%—+378.04%
42VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.36%—-33.30%
43BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds0.35%—+7.16%
44IBBIshares Biotechnology ETFETF-Tech0.35%—+0.62%
45GDXVaneck Gold Miners ETFETF-Commodities0.35%—+326.50%
46IMNMImmunome INCStock-Other0.35%—-41.96%
47PLDPrologis INCStock-Real Estate0.35%—+9989.09%
48✓ Immatics NVStock-Other0.34%——
49DVNDevon Energy CORPStock-Energy0.34%—+40.11%
50ALLEAllegion plcStock-Industrials0.33%——
1–50 of 1,403

Holding changes this quarter

Jefferies Financial Group Inc.'s most significant position changes for 2026-03-31: Sold out: Cidara Therapeutics INC (CDTX); New buy: Ss Spdr S&p Retail ETF (XRT); Sold out: Comerica INC (CMA); Sold out: Vici Properties INC (VICI); Sold out: Royal Bank Of Canada (RY).

Position changes disclosed by Jefferies Financial Group Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GLDSpdr Gold Shares+15.8%+103.11%Add
2QQQInvesco Qqq Trust Series 1+1.6%+39.35%Add
3XBISs Spdr S&p Biotech ETF+0.9%+30.28%Add
4AVGOBroadcom INC+0.6%+370.64%Add
5EEMIshares Msci Emerging Market+0.5%+864.92%Add
6ADPAutomatic Data Processing+0.5%+664.51%Add
7JNJJohnson & Johnson+0.5%+21942.65%Add
8MAMastercard INC - A+0.5%+113.29%Add
9ADIAnalog Devices INC+0.5%+5263.75%Add
10HYGIshr Ibx Usd Hiyld Cb Etf-ui+0.5%+15698.96%Add
11XLFSs Financial Select Sector+0.4%+460.53%Add
12WMBWilliams Cos INC+0.4%+605.41%Add
13AMZNAmazon.com INC-0.1%-23.80%Trim
14XOMExxon Mobil CORP-0.2%-68.56%Trim
15ZIMZIM Integrated Shipping Services Ltd.-0.3%-89.21%Trim
16BRK-BBerkshire Hathaway Inc-cl B-0.3%-68.80%Trim
17FSLRFirst Solar INC-0.3%-97.99%Trim
18CVXChevron CORP-0.3%-87.66%Trim
19WFCWells Fargo & Co-0.3%-95.12%Trim
20TSMTaiwan Semiconductor-sp Adr-0.3%-92.64%Trim
21BMOBank Of Montreal-0.3%-98.44%Trim
22ABVXAbivax Sa-adr-0.3%-97.78%Trim
23VZVerizon Communications INC-0.3%-87.61%Trim
24PYPLPaypal Holdings INC-0.4%-89.39%Trim
25ROIVRoivant Sciences Ltd.-0.4%-99.79%Trim
26VSTVistra CORP-0.4%-88.58%Trim
27STXSeagate Technology Holdings plc-0.5%-96.47%Trim
28RVMDRevolution Medicines INC-0.5%-99.78%Trim
29EQTEqt CORP-0.5%-94.27%Trim
30CELHCelsius Holdings INC-0.5%-99.23%Trim
31MUMicron Technology INC-0.6%-90.66%Trim
32JPMJpmorgan Chase & Co-0.6%-74.08%Trim
33AAPLApple INC-0.6%-63.37%Trim
34MSFTMicrosoft CORP-0.7%-95.72%Trim
35PGProcter & Gamble Co/the-0.7%-96.99%Trim
36CRHCRH plc-0.7%-98.89%Trim
37INSMInsmed INC-0.8%-89.92%Trim
38GOOGLAlphabet Inc-cl A-0.9%-86.84%Trim
39IWMIshares Russell 2000 ETF-1.3%-59.41%Trim
40CCitigroup INC-1.5%-94.67%Trim
41✓ Iren LTD F-2%-70.13%Trim
42NVDANvidia CORP-2.1%-76.07%Trim
43GOOGAlphabet Inc-cl C-2.3%-95.36%Trim
44SPYSs Spdr S&p 500 ETF Trust-us-3.1%-44.18%Trim
45CDTXCidara Therapeutics INC—EXITSold out
46XRTSs Spdr S&p Retail ETF—NEWNew buy
47CMAComerica INC—EXITSold out
48VICIVici Properties INC—EXITSold out
49RYRoyal Bank Of Canada—EXITSold out
50GRALGrail INC—NEWNew buy

FAQ

What is Jefferies Financial Group Inc. and what type of investor is it?
Jefferies Financial Group Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $14.6B, spread across 1692 disclosed positions.
What are Jefferies Financial Group Inc.'s largest equity positions?
Based on the latest 13F filing, Jefferies Financial Group Inc.'s top holdings by market value are: 1. Spdr Gold Shares (GLD) — $3.5B (23.8%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $1.1B (7.6%) 3. Invesco Qqq Trust Series 1 (QQQ) — $551.2M (3.8%) 4. Ss Spdr S&p Biotech ETF (XBI) — $298.9M (2.0%) 5. Ishares Russell 2000 ETF (IWM) — $234.5M (1.6%)
What changes did Jefferies Financial Group Inc. make in its most recent portfolio filing?
In the latest reported quarter, Jefferies Financial Group Inc. made 50 notable position adjustments: 2 new positions were initiated, 12 existing holdings were added to, 32 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Cidara Therapeutics INC (CDTX); New buy: Ss Spdr S&p Retail ETF (XRT); Sold out: Comerica INC (CMA); Sold out: Vici Properties INC (VICI); Sold out: Royal Bank Of Canada (RY)
What sectors does Jefferies Financial Group Inc. focus on?
Jefferies Financial Group Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 22.0% • Health Care: 17.4% • Financials: 13.1% • Consumer Discretionary: 11.0% • Industrials: 10.6% • Energy: 7.7%