Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,692 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TR | 5.6M | $2.4B | 16.4% | — | — | — | Increased — |
SPDR GOLD TR | 2.5M | $1.1B | 7.4% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 1M | $672.1M | 4.6% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 631,073 | $410.4M | 2.8% | $599.07 | +28.42% | 6 qtrssince 2024-Q4 | Decreased 0 |
SPDR SERIES TRUST | 2.3M | $295.7M | 2.0% | $99.24 | +63.63% | 6 qtrssince 2024-Q4 | Increased 69 |
INVESCO QQQ TR | 438,800 | $253.3M | 1.7% | — | — | — | Increased — |
INVESCO QQQ TR | 433,345 | $250.1M | 1.7% | $560.35 | +27.86% | 6 qtrssince 2024-Q4 | Decreased 0 |
ISHARES TR | 884,238 | $219.3M | 1.5% | $230.17 | +28.49% | 6 qtrssince 2024-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.6M | $157.4M | 1.1% | — | — | — | Decreased — |
NVIDIA CORPORATION | 742,295 | $129.5M | 0.9% | $183.71 | +18.42% | 6 qtrssince 2024-Q4 | Decreased 0 |
AMAZON COM INC | 553,735 | $115.3M | 0.8% | $229.43 | +16.12% | 6 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 227,064 | $113.5M | 0.8% | $524.53 | +13.49% | 6 qtrssince 2024-Q4 | Increased 68 |
ASHLAND INC | 1.9M | $106.1M | 0.7% | $57.80 | +28.67% | 3 qtrssince 2025-Q3 | Increased 42 |
BROADCOM INC | 342,431 | $106M | 0.7% | $309.50 | +19.16% | 6 qtrssince 2024-Q4 | Increased 68 |
ISHARES TR | 1.2M | $104M | 0.7% | — | — | — | Unchanged — |
META PLATFORMS INC | 180,070 | $103M | 0.7% | $655.83 | -11.86% | 6 qtrssince 2024-Q4 | Increased 68 |
SPDR SERIES TRUST | 1.2M | $99M | 0.7% | $85.65 | +1.45% | 1 qtr | New 58 |
PTC THERAPEUTICS INC | 1.4M | $92.3M | 0.6% | $61.34 | +14.26% | 3 qtrssince 2025-Q3 | Decreased 0 |
ACADIA HEALTHCARE COMPANY IN | 3.6M | $84.5M | 0.6% | $15.15 | +88.47% | 2 qtrssince 2025-Q4 | Increased 45 |
IREN LIMITED | 2.4M | $82.7M | 0.6% | — | — | — | Decreased — |
Jefferies Financial Group Inc. manages $14.6B across 1692 positions as of Q1 2026. Top holdings: GLD (16.4%), GLD (7.4%), SPY (4.6%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 416 new positions, 468 exits, 406 increased. Top move: XBI (INCREASED, conviction 69). Portfolio: $14.6B across 1692 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
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