Jefferies Group Portfolio

Jefferies Financial Group Inc. Holdings

Jefferies Group portfolio overview—top five direct investments (stocks and ETFs) reflecting a diversified investment approach across large-cap growth, biotech innovation, broad U.S. market exposure, and small-cap momentum, aligned with an investor-focused portfolio strategy:
1. SSgA Active Trust – SPDR S&P 500 ETF Trust: Large-cap U.S. equity exposure via the S&P 500 index; supports core portfolio diversification through broad market investment.
2. SPDR Series Trust – SPDR Biotech ETF: Targeted biotech sector investment; provides concentrated exposure to healthcare innovation themes and risk-on rotation in stocks tied to biotech catalysts.
3. Invesco Capital Management LLC – Invesco QQQ Trust Series 1: Concentrated allocation to Nasdaq-100 technology and growth companies; emphasizes growth-oriented stocks within a liquid, rules-based portfolio sleeve.
4. BlackRock Institutional Trust Company N.A. – iShares Russell 2000 ETF: Small-cap investment focused on domestic mid-to-lower capitalization stocks; typically captures economic expansion sensitivity and potential higher beta versus large caps.
5. Sunbelt Rentals Holdings Inc: Individual stock investment in equipment rental for construction and industrial end markets; offers company-specific exposure that complements ETF-driven holdings in Jefferies Group’s broader portfolio strategy.

$9.03B Total portoflio value
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Latest News

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jefferies Financial Group Inc. - JEF
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jefferies Financial Group Inc. - JEF

NEW YORK, July 16, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Jefferies Financial Group Inc. ("Jefferies" or the "Company") (NYSE: JEF)...

PRNewsWire PRNewsWire, 4 days ago

Bragar Eagel & Squire, P.C. is Investigating Jefferies Financial Group Inc. on Behalf of Jefferies Stockholders and Encourages Investors to Contact the Firm
Bragar Eagel & Squire, P.C. is Investigating Jefferies Financial Group Inc. on Behalf of Jefferies Stockholders and Encourages Investors to Contact the Firm

Bragar Eagel & Squire, P.C.  Litigation Partners  Brandon Walker  and Melissa Fortunato Encourage Investors Who Suffered Losses In Jefferies (JEF) To Contact Them Directly To Di...

GlobeNewsWire GlobeNewsWire, 6 days ago

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jefferies Financial Group Inc. - JEF
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jefferies Financial Group Inc. - JEF

NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Jefferies Financial Group Inc. (“Jefferies” or the “Company”) (NYSE: ...

GlobeNewsWire GlobeNewsWire, 6 days ago

Jefferies Group Dividend Stocks: Top Picks for July 2026

Explore Jefferies Group's top 5 dividend-yielding stocks for July 2026, including Elme Communities (WRE). Analyze high-yield picks from this global firm.

stockcircle stockcircle, 19 days ago

A Detailed Look at the Jefferies Group Portfolio as of June 2026

Discover Jefferies Group's 5 largest holdings as of June 2026, featuring the SPY S&P 500 ETF and an overview of the firm’s global investment strategy.

stockcircle stockcircle, about 2 months ago

Jefferies Group Dividend Stocks: A Look at Top Yielders (May 2026)

Jefferies Group's top dividend stocks for May 2026 are highlighted. The article examines high-yielders in their portfolio, such as Telephone And Data Systems...

stockcircle stockcircle, 3 months ago

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