Jefferies Group Portfolio

Jefferies Financial Group Inc. Holdings

Jefferies Group's investment portfolio leverages sizable positions in highly regarded ETFs and a notable healthcare company, catering to investors seeking diversified exposure and growth potential. A significant asset is the SSgA Active Trust - SPDR S&P 500 ETF Trust (SPY), a popular choice for tracking the S&P 500 Index, providing broad market coverage and appealing to those aiming for alignment with top U.S. equities' performance.
The Invesco Capital Management LLC - Invesco QQQ Trust Series 1 (QQQ) reflects Jefferies Group’s penchant for tech-heavy investments, capturing the NASDAQ-100 Index's innovation-driven companies and offering concentrated technology-sector exposure.
Small-cap diversity within their stocks collection is manifest through BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF (IWM). This ETF tracks the Russell 2000 index, furnishing investors access to a swath of small-cap U.S. securities, recognized for their potential higher growth rates compared to larger institutions.
Further balancing their investment strategy, Jefferies holds Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF (RSP). Unlike cap-weighted funds, RSP offers equal weight across S&P 500 constituents, mitigating risks associated with overexposure to mega-cap stocks and enhancing sector balance in the investor's profile.
Lastly, Surgery Partners Inc (SGRY), a standalone stock pick outside the ETF cluster, demonstrates Jefferies Group’s confidence in the healthcare sector's scalability and service demand. As an operator of surgical facilities, Surgery Partners represents a targeted health services bet, diversifying beyond passive index-based investments.
Overall, Jefferies Group showcases a strategic mix of top-tier ETFs paralleled with a tactical stock selection aimed at robustness and sector-specific growth opportunities, reflecting a deliberate approach to modern investment preferences.

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$5.19 Billion Total portoflio value

Portfolio 1,107 Options 243 Performance