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Joanna Jia

Jefferies Financial Group Inc.

Assets Managed
$14.605B
Holdings
1403
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-25.37%(2Q avg: -16.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jefferies Financial Group Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1403 positions.

Assets under management

The assets under management (AUM) of Jefferies Financial Group Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 14.605B in assets, with a quarterly growth rate of -25.37% and a 2-quarter average growth rate of -16.5%. The portfolio is managed by Joanna Jia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Increased 103.12%
23.85%
$3.482B
8.093M shares@ $430.29 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -44.17%
7.64%
$1.115B
1.715M shares@ $650.34 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 39.35%
3.78%
$551.233M
955,045 shares@ $577.18 avg price
XBI
Spdr S&p Biotech Etf
Recent Activity
Increased 30.29%
2.05%
$298.865M
2.34M shares@ $127.73 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -59.4%
1.61%
$234.494M
945,538 shares@ $248.01 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -31.9%
1.35%
$197.034M
3.216M shares@ $61.26 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -23.79%
1.15%
$167.706M
805,235 shares@ $208.28 avg price
IREN
Iris Energy Ltd
Recent Activity
Decreased -70.12%
1.15%
$166.565M
4.859M shares@ $34.29 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 4.67%
0.94%
$136.108M
1.57M shares@ $86.7 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -76.07%
0.9%
$130.607M
748,895 shares@ $174.4 avg price

1-10 of 1403