Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,561 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 6.7M | $1.9B | 17.0% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $668.5M | 5.9% | — | — | — | Decreased — |
SPDR GOLD TRUST | 1.8M | $531M | 4.7% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 820,606 | $459M | 4.1% | $581.39 | -5.25% | 2 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 855,600 | $190.1M | 1.7% | — | — | — | Increased — |
ZSCALER INC | 877,500 | $174.1M | 1.5% | — | — | — | Increased — |
APPLE INC | 665,801 | $147.9M | 1.3% | $246.36 | -10.39% | 2 qtrssince 2024-Q4 | Increased 52 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 307,193 | $144M | 1.3% | $504.61 | -7.40% | 2 qtrssince 2024-Q4 | Increased 58 |
ALPHABET INC-CL C | 908,500 | $141.9M | 1.3% | — | — | — | Increased — |
ARGENX SE - ADR | 216,000 | $127.8M | 1.1% | $619.92 | -4.96% | 2 qtrssince 2024-Q4 | Increased 47 |
ZSCALER INC | 630,000 | $125M | 1.1% | — | — | — | New — |
WALMART INC | 1.4M | $120.7M | 1.1% | — | — | — | Decreased — |
ISHARES RUSSELL 2000 ETF ETF | 565,455 | $112.8M | 1.0% | $218.23 | -8.96% | 2 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INC - A | 204,880 | $112.3M | 1.0% | $523.91 | +2.60% | 2 qtrssince 2024-Q4 | Increased 49 |
VICI PROPERTIES INC | 2.8M | $89.8M | 0.8% | $30.65 | 0.00% | 1 qtr | New 58 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 190,800 | $89.5M | 0.8% | — | — | — | Increased — |
ARGENX SE - ADR | 150,000 | $88.8M | 0.8% | — | — | — | Unchanged — |
META PLATFORMS INC-CLASS A | 144,941 | $83.5M | 0.7% | $575.60 | -0.03% | 2 qtrssince 2024-Q4 | Increased 68 |
EQT CORP | 1.5M | $78.8M | 0.7% | $45.92 | +14.31% | 2 qtrssince 2024-Q4 | Increased 47 |
ANTERO RESOURCES CORP | 1.8M | $72.3M | 0.6% | $36.75 | +8.01% | 2 qtrssince 2024-Q4 | Increased 56 |
Jefferies Financial Group Inc. manages $11.3B across 1561 positions as of Q1 2025. Top holdings: GLD (17.0%), SPY (5.9%), GLD (4.7%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 464 new positions, 380 exits, 354 increased. Top move: META (INCREASED, conviction 68). Portfolio: $11.3B across 1561 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR