Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,824 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $1.2B | 6.2% | — | — | — | Decreased — |
SPDR GOLD TRUST | 2.2M | $871.3M | 4.5% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $796.5M | 4.1% | $599.07 | +14.68% | 5 qtrssince 2024-Q4 | Increased 63 |
SPDR GOLD TRUST | 1.4M | $573.5M | 2.9% | — | — | — | Decreased — |
ISHARES RUSSELL 2000 ETF ETF | 1.7M | $425.1M | 2.2% | $230.17 | +7.76% | 5 qtrssince 2024-Q4 | Increased 63 |
NVIDIA CORP | 2.1M | $386.6M | 2.0% | $183.71 | +2.08% | 5 qtrssince 2024-Q4 | Increased 79 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 628,367 | $386M | 2.0% | $560.35 | +10.54% | 5 qtrssince 2024-Q4 | Increased 53 |
IREN LTD | 8M | $302.6M | 1.5% | — | — | — | Increased — |
IREN LTD | 7.5M | $285.1M | 1.5% | — | — | — | Decreased — |
ALPHABET INC-CL C | 781,593 | $245.3M | 1.3% | $313.60 | +0.30% | 5 qtrssince 2024-Q4 | Increased 78 |
ALPHABET INC-CL C | 754,000 | $236.6M | 1.2% | — | — | — | Increased — |
AMAZON.COM INC | 934,388 | $215.7M | 1.1% | $229.43 | +1.35% | 5 qtrssince 2024-Q4 | Increased 78 |
SPDR S&P BIOTECH ETF | 1.7M | $209.1M | 1.1% | $90.75 | +34.07% | 5 qtrssince 2024-Q4 | Increased 55 |
NVIDIA CORP | 1.1M | $197.1M | 1.0% | — | — | — | Increased — |
CIDARA THERAPEUTICS INC | 766,520 | $169.3M | 0.9% | $139.21 | — | 3 qtrssince 2025-Q2 | Increased 69 |
INSMED INC | 926,339 | $161.2M | 0.8% | $170.00 | +2.41% | 5 qtrssince 2024-Q4 | Increased 69 |
ALPHABET INC-CL A | 468,369 | $146.6M | 0.7% | $308.15 | +1.85% | 5 qtrssince 2024-Q4 | Increased 69 |
ENERGY SELECT SECTOR SPDR | 3.3M | $146.3M | 0.7% | — | — | — | Increased — |
PROCTER & GAMBLE CO/THE | 997,764 | $143M | 0.7% | $146.39 | -4.23% | 5 qtrssince 2024-Q4 | Increased 69 |
SPDR GOLD TRUST | 338,958 | $134.3M | 0.7% | $394.45 | +1.12% | 5 qtrssince 2024-Q4 | Increased 69 |
Jefferies Financial Group Inc. manages $19.6B across 1824 positions as of Q4 2025. Top holdings: SPY (6.2%), GLD (4.5%), SPY (4.1%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 581 new positions, 243 exits, 447 increased. Top move: NVDA (INCREASED, conviction 79). Portfolio: $19.6B across 1824 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