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Jefferies Financial Group Inc.

CIK: 0000096223

NEW YORK 520 madison avenue
Zip Code: 10022
LATEST PORTFOLIO VALUE
$11.9 B
+5.06%
06/30/2025
TOTAL ASSETS HELD
$1,236
-207
06/30/2025
LATEST REPORT DATE
2025 Q2
06/30/2025
TOP 10 CONCENTRATION
30.46%

About Jefferies Financial Group Inc.

Jefferies Financial Group Inc. (CIK: 0000096223) is a financial institution headquartered at 520 madison avenue, , NEW YORK, NEW YORK 10022. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-06-30), the institution manages a portfolio valued at $11,896,084,736, comprising 1,244 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (2025 Q2)

Top Sells

2025 Q2

Asset Allocation

Stocks/ETFs
+4.24%
$5.79 B 48.70%
Options
+5.64%
$5.84 B 49.07%
Debt
+11.41%
$265.16 M 2.23%
Other
-81.03%
$445,087 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (2025 Q2)

Name Shares Market Value Weight Change Activity
1,318,891 $814,876,586 6.85% ▲ 498,285 Add 60.7%
849,018 $183,209,616 1.54% ▲ 283,563 Add 50.2%
263,302 $145,248,072 1.22% ▼ 43,891 Reduce -14.3%
1,431,879 $118,745,725 1.00% ▲ 636,869 Add 80.1%
208,777 $117,319,905 0.99% ▲ 3,897 Add 1.9%
155,400 $85,659,588 0.72% ▼ 60,600 Reduce -28.1%
1,468,361 $85,634,814 0.72% ▼ 6,129 Reduce -0.4%
1,956,918 $78,824,657 0.66% ▲ 169,133 Add 9.5%
128,004 $72,710,178 0.61% ▲ 333 Add 0.3%
285,708 $62,681,437 0.53% ▲ 63,594 Add 28.6%

Historical Portfolio Charts