Jefferies Financial Group Inc.
•CIK: 96223•Filing: Q4 2025
Jefferies Financial Group Inc., with $12.3 billion in assets under management, is led by Richard Handler, known for a value-oriented investment approach. Recently, the fund has made notable moves by adding Google and Micron Technology, with significant gains, while exiting VGT and WRB, reflecting a strategic shift towards tech and semiconductor exposure.
Total AUM
$11.5B
+ $417.7M in options
QoQ Performance
+18.6%
Positions
1,178
+ 59 options
Top 10 Concentration
32.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY6.7%
IWM3.6%
NVDA3.2%
NDQ3.2%
GOOGL2.0%
AMZN1.8%
XBI1.7%
CDTX1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.1%
Technology12.0%
ETF9.0%
Consumer4.9%
Financial4.0%
Healthcare3.4%
Materials1.5%
Industrial1.5%
🚪 Exited Positionssold since Q3 2025
+826 more exited positions
Changes from Q3 2025
NEW38 new positions
↑124 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022