JF
Jefferies Financial Group Inc. 13F Portfolio Snapshot
Jefferies Financial Group Inc.CIK: 0000096223
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%.
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Personality snowflake
- Concentration
- 26.72
- Portfolio Stability
- 90.52
- Momentum/Contrarian
- 89.7
- Sector conviction
- 39.57
- Diversification
- 100
- Sizing Uniformity
- 3.67
Jefferies Financial Group Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.067 — mathematically equivalent to about 15 equally-sized positions, well below its 1692 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 9.63), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 41% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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 IREN
-70.1% -$447.8M
Add QQQ
+39.3% $130.2M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Jefferies is aggressively rotating capital out of US equity beta and megacap tech into gold as the primary liquidity anchor. The fund dumped ~86% of its position in GOOG and cut NVDA exposure by two-thirds while tripling GLD weight to nearly a quarter of the book. This is a decisive defense play masking momentum churn across a 1,403-stock basket.
Macro & Fundamentals
The structural bet is on sustained real rate pressure and dollar softness, positioning gold as the hard asset hedge against equity valuation compression. Financials remain anchored at 13% allocation, proving confidence in domestic credit cycles despite cutting single-stock beta like C. The opposing thesis relies on a soft landing that drives flows into IT and healthcare, yet the heavy trim of SPY and NVDA proves the desk is front-running multiple expansion exhaustion rather than awaiting a pullback.
Blind Spots / Risks
With a coefficient of variation of 9.63 and an HHI of 0.067, the book operates as a liquidity sponge that drags sharply if volatility regimes flip from low-beta normalization to high-frequency whipsaw. The heavy gold concentration creates asymmetric tracking error against broad equity benchmarks that will punish performance during risk-on rallies, while the sub-4 position sizing discipline ensures single-name events get buried but aggregate factor exposures compound silently across rotating legs.
Produced with AI assistance from publicly disclosed 13F data. Historical only; not a personalized investment recommendation.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1692 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 23.84% | +15.77% | +103.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.64% | -3.06% | -44.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.77% | +1.62% | +39.35% | |
| 4 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.05% | +0.93% | +30.28% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.61% | -1.32% | -59.41% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 1.35% | — | -31.91% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.15% | -0.10% | -23.80% | |
| 8 | IREN | Iren LTD F | Stock-Other | 1.14% | -2.00% | -70.13% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.93% | — | +4.67% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -2.09% | -76.07% | |
| 11 | WMT | Walmart INC | Stock-Consumer Staples | 0.83% | — | -11.35% | |
| 12 | MA | Mastercard INC - A | Stock-Financials | 0.79% | +0.47% | +113.29% | |
| 13 | ASH | Ashland INC | Stock-Materials | 0.73% | — | +0.43% | |
| 14 | AVGO | Broadcom INC | Stock-Tech | 0.73% | +0.60% | +370.64% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | — | -11.77% | |
| 16 | XRT | Ss Spdr S&p Retail ETF | ETF-Other | 0.68% | +0.68% | NEW | |
| 17 | PTCT | Ptc Therapeutics INC | Stock-Healthcare | 0.63% | — | -18.33% | |
| 18 | ACHC | Acadia Healthcare Co INC | Stock-Other | 0.58% | — | +6.87% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | +0.51% | +864.92% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | +0.48% | +664.51% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | — | +14.72% | |
| 22 | AAPL | Apple INC | Stock-Tech | 0.51% | -0.60% | -63.37% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.50% | +0.43% | +460.53% | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.49% | — | -14.72% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | — | +122.97% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | +0.47% | +21942.65% | |
| 27 | ADI | Analog Devices INC | Stock-Tech | 0.47% | +0.46% | +5263.75% | |
| 28 | GRAL | Grail INC | Stock-Healthcare | 0.46% | +0.46% | NEW | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.46% | — | +126.44% | |
| 30 | WMB | Williams Cos INC | Stock-Energy | 0.46% | +0.42% | +605.41% | |
| 31 | CAT | Caterpillar INC | Stock-Industrials | 0.46% | — | +55.85% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.46% | +0.46% | +15698.96% | |
| 33 | HLMN | Hillman Solutions CORP | Stock-Other | 0.46% | — | -0.11% | |
| 34 | TTE | Totalenergies Se | Stock-Other | 0.44% | — | -17.65% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | — | +40.57% | |
| 36 | COR | Cencora INC | Stock-Healthcare | 0.39% | — | +51.55% | |
| 37 | PPL | Ppl CORP | Stock-Utilities | 0.39% | — | +455.68% | |
| 38 | TRS | Trimas CORP | Stock-Other | 0.38% | — | -0.18% | |
| 39 | LION | Lionsgate Studios CORP | Stock-Other | 0.38% | — | -0.44% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | — | -12.26% | |
| 41 | TPR | Tapestry INC | Stock-Consumer Disc | 0.36% | — | +378.04% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | -33.30% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | — | +7.16% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.35% | — | +0.62% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.35% | — | +326.50% | |
| 46 | IMNM | Immunome INC | Stock-Other | 0.35% | — | -41.96% | |
| 47 | PLD | Prologis INC | Stock-Real Estate | 0.35% | — | +9989.09% | |
| 48 | ✓ | Immatics NV | Stock-Other | 0.34% | — | — | |
| 49 | DVN | Devon Energy CORP | Stock-Energy | 0.34% | — | +40.11% | |
| 50 | ALLE | Allegion plc | Stock-Industrials | 0.33% | — | — |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+0.6%
Performance Last 4 Quarters
+27.8%
Based on 84% of reported portfolio value with available pricing
- Stdev
- +12.3%
- Beta
- +0.87
- Alpha
- +2.3%
- Max Drawdown
- -6.5%
- Annualized Perf
- +19.1%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +3.21
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +1.28
- Calmar
- +2.93
- Information Ratio
- -0.03
- Tracking Error
- +5.1%
- Stdev Down
- +5.7%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +38.2%
- Worst 12 Months
- +7.7%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.48
- Stdev Sectors
- +6.1%
- Skewness
- +0.1
- Kurtosis
- -0.51
- Upside Potential
- +4.94
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1692 | $14.6B | 91 | |
| 2025-12-31 | 1824 | $19.6B | 88 | |
| 2025-09-30 | 1424 | $21.2B | 100 | |
| 2025-06-30 | 1244 | $11.9B | 0 | |
| 2025-03-31 | 1561 | $11.3B | 100 | |
| 2024-12-31 | 1551 | $16.7B | 0 | |
| 2024-09-30 | 1398 | $14.0B | 0 | |
| 2024-06-30 | 1365 | $9.4B | 0 | |
| 2024-03-31 | 1551 | $10.8B | 0 | |
| 2023-12-31 | 1642 | $15.3B | 0 | |
| 2023-09-30 | 1571 | $11.1B | 0 | |
| 2023-06-30 | 1628 | $11.2B | 0 | |
| 2023-03-31 | 1600 | $12.4B | 0 | |
| 2022-12-31 | 1532 | $14.4B | 0 | |
| 2022-09-30 | 7 | $130.9M | 0 | |
| 2022-06-30 | 7 | $149.6M | 0 | |
| 2022-03-31 | 7 | $208.3M | 0 | |
| 2021-12-31 | 7 | $224.1M | 0 | |
| 2021-09-30 | 6 | $232.1M | 0 | |
| 2021-06-30 | 4 | $170.9M | 100 | |
| 2021-03-31 | 5 | $155.4M | 45 | |
| 2020-12-31 | 7 | $194.3M | 61 | |
| 2020-09-30 | 8 | $140.8M | 27 | |
| 2020-06-30 | 9 | $114.6M | 49 | |
| 2020-03-31 | 10 | $75.1M | 88 | |
| 2019-12-31 | 19 | $168.6M | 100 | |
| 2019-09-30 | 15 | $556.0M | 28 | |
| 2019-06-30 | 15 | $578.4M | 62 | |
| 2019-03-31 | 51 | $1.0B | 38 | |
| 2018-12-31 | 47 | $851.8M | 100 | |
| 2018-09-30 | 87 | $1.2B | 100 | |
| 2018-06-30 | 74 | $1.3B | 43 | |
| 2018-03-31 | 75 | $1.4B | 35 | |
| 2017-12-31 | 132 | $1.3B | 29 | |
| 2017-09-30 | 102 | $1.2B | 35 | |
| 2017-06-30 | 54 | $1.2B | 31 | |
| 2017-03-31 | 63 | $1.2B | 44 | |
| 2016-12-31 | 25 | $927.1M | 49 | |
| 2016-09-30 | 37 | $1.2B | 52 | |
| 2016-06-30 | 36 | $863.3M | 26 | |
| 2016-03-31 | 50 | $709.2M | 12 | |
| 2015-12-31 | 1 | $631.9M | 14 | |
| 2015-09-30 | 1 | $546.6M | 10 | |
| 2015-06-30 | 1 | $605.8M | 4 | |
| 2015-03-31 | 1 | $581.6M | 100 | |
| 2014-12-31 | 2 | $670.1M | 19 | 141146A2INTLUSD |
| 2014-09-30 | 2 | $558.6M | 4 | 141146A2INTLUSD |
| 2014-06-30 | 2 | $546.2M | 76 | 141146A2INTLUSD |
| 2014-03-31 | 2 | $244.7M | 100 | 141146A2INTLUSD |
| 2013-12-31 | 1 | $17.0M | 10 | |
| 2013-09-30 | 1 | $18.8M | 50 | |
| 2013-06-30 | 2 | $24.1M | — | 1INTLUSD2223622 |
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).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +15.8% | +103.11% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | +39.35% | Add |
| 3 | XBI | Ss Spdr S&p Biotech ETF | +0.9% | +30.28% | Add |
| 4 | AVGO | Broadcom INC | +0.6% | +370.64% | Add |
| 5 | EEM | Ishares Msci Emerging Market | +0.5% | +864.92% | Add |
| 6 | ADP | Automatic Data Processing | +0.5% | +664.51% | Add |
| 7 | JNJ | Johnson & Johnson | +0.5% | +21942.65% | Add |
| 8 | MA | Mastercard INC - A | +0.5% | +113.29% | Add |
| 9 | ADI | Analog Devices INC | +0.5% | +5263.75% | Add |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.5% | +15698.96% | Add |
| 11 | XLF | Ss Financial Select Sector | +0.4% | +460.53% | Add |
| 12 | WMB | Williams Cos INC | +0.4% | +605.41% | Add |
| 13 | AMZN | Amazon.com INC | -0.1% | -23.80% | Trim |
| 14 | XOM | Exxon Mobil CORP | -0.2% | -68.56% | Trim |
| 15 | ZIM | ZIM Integrated Shipping Services Ltd. | -0.3% | -89.21% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -68.80% | Trim |
| 17 | FSLR | First Solar INC | -0.3% | -97.99% | Trim |
| 18 | CVX | Chevron CORP | -0.3% | -87.66% | Trim |
| 19 | WFC | Wells Fargo & Co | -0.3% | -95.12% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -92.64% | Trim |
| 21 | BMO | Bank Of Montreal | -0.3% | -98.44% | Trim |
| 22 | ABVX | Abivax Sa-adr | -0.3% | -97.78% | Trim |
| 23 | VZ | Verizon Communications INC | -0.3% | -87.61% | Trim |
| 24 | PYPL | Paypal Holdings INC | -0.4% | -89.39% | Trim |
| 25 | ROIV | Roivant Sciences Ltd. | -0.4% | -99.79% | Trim |
| 26 | VST | Vistra CORP | -0.4% | -88.58% | Trim |
| 27 | STX | Seagate Technology Holdings plc | -0.5% | -96.47% | Trim |
| 28 | RVMD | Revolution Medicines INC | -0.5% | -99.78% | Trim |
| 29 | EQT | Eqt CORP | -0.5% | -94.27% | Trim |
| 30 | CELH | Celsius Holdings INC | -0.5% | -99.23% | Trim |
| 31 | MU | Micron Technology INC | -0.6% | -90.66% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.6% | -74.08% | Trim |
| 33 | AAPL | Apple INC | -0.6% | -63.37% | Trim |
| 34 | MSFT | Microsoft CORP | -0.7% | -95.72% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.7% | -96.99% | Trim |
| 36 | CRH | CRH plc | -0.7% | -98.89% | Trim |
| 37 | INSM | Insmed INC | -0.8% | -89.92% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.9% | -86.84% | Trim |
| 39 | IWM | Ishares Russell 2000 ETF | -1.3% | -59.41% | Trim |
| 40 | C | Citigroup INC | -1.5% | -94.67% | Trim |
| 41 | IREN | Iren LTD F | -2% | -70.13% | Trim |
| 42 | NVDA | Nvidia CORP | -2.1% | -76.07% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | -2.3% | -95.36% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.1% | -44.18% | Trim |
| 45 | CDTX | Cidara Therapeutics INC | — | EXIT | Sold out |
| 46 | XRT | Ss Spdr S&p Retail ETF | — | NEW | New buy |
| 47 | CMA | Comerica INC | — | EXIT | Sold out |
| 48 | VICI | Vici Properties INC | — | EXIT | Sold out |
| 49 | RY | Royal Bank Of Canada | — | EXIT | Sold out |
| 50 | GRAL | Grail INC | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-08 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-27 | Amendment | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-05-06 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-09-21 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-08 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-10 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-10 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-11 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-12 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-07 | 13F-HR | View on EDGAR |
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%
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Total reported value
$2.7B
153 stks
2026-03-31
Concentration20.2
Portfolio Stability68.3
Sector conviction92.7
3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us
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TD
Toronto Dominion Bank
CIK 0000947263
Total reported value
$69.7B
3,578 stks
2026-03-31
Concentration5.7
Portfolio Stability50.5
Sector conviction49.2
3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us
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