Jefferies Group Portfolio

Jefferies Financial Group Inc. Holdings

Jefferies Group portfolio overview (investment, portfolio, stocks): This investor’s approach blends broad-market and sector-focused ETFs with targeted equity exposure, emphasizing diversified, liquid holdings and established growth themes.
1) Apple Inc (stock): A core large-cap investment reflecting sustained innovation, consumer technology demand, and long-term growth potential. Often used for stability within a broader portfolio of stocks and ETFs.
2) SPDR S&P 500 ETF Trust (SSgA Active Trust) (ETF): Broad U.S. market exposure via S&P 500 index tracking, supporting a diversified investment strategy aligned with overall economic growth and large-cap stocks.
3) iShares Russell 2000 ETF (BlackRock Institutional Trust Company N.A.): Focuses on small-cap equities, complementing large-cap exposure and aiming for higher growth opportunities within the portfolio, particularly across U.S. domestic markets.
4) SPDR Biotech ETF (SPDR Series Trust): Sector-specific investment targeting biotechnology stocks, capturing themes such as innovation cycles, drug development, and biotech market upside while adding diversification by industry.
5) Invesco QQQ Trust Series 1 (Invesco Capital Management LLC): Concentrated exposure to Nasdaq-100 stocks, emphasizing technology and growth-oriented names and reflecting a momentum/growth tilt within the investor’s portfolio.

$10.6B Total portoflio value
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Average Buy Price The buy price is calculated from the weighted average of all purchases since the last sell-out of the investor. In case the buy price of a purchase wasn't reported, the average price during the reported period is taken.
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Latest News

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, 11 days ago

JEF INVESTIGATION ALERT: Investigation Launched into Jefferies Financial Group Inc., Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm
JEF INVESTIGATION ALERT: Investigation Launched into Jefferies Financial Group Inc., Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm

SAN DIEGO, Aug. 16, 2026 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP  is investigating potential violations of U.S. federal securities laws involving Jeffer...

PRNewsWire PRNewsWire, 14 days ago

Jefferies Financial Group Inc. Shareholders Are Encouraged to Contact Johnson Fistel Regarding Potential Recovery of Investment Losses
Jefferies Financial Group Inc. Shareholders Are Encouraged to Contact Johnson Fistel Regarding Potential Recovery of Investment Losses

SAN DIEGO--(BUSINESS WIRE)---- $JEF #Financial--Johnson Fistel, PLLP is investigating whether Jefferies Financial Group Inc. (NYSE: JEF) or certain of its executive officers vio...

Business Wire Business Wire, 17 days ago

Jefferies Group Portfolio Analysis: Largest Holdings as of August 2026

Explore Jefferies Group's top 5 holdings as of August 2026, including the State Street My2026 Municipal Bond ETF, and analyze their institutional portfolio.

stockcircle stockcircle, 30 days ago AI-generated

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, 2 months ago AI-generated

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, 3 months ago AI-generated

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