ETF Holdings Breakdown of JEF

JEF institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	54,892	USD 2,837,916
2025-10-17	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	846	USD 43,738
2025-10-17	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	1,015	USD 52,476
2025-10-17	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	1,113	USD 57,542
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	108,187	USD 5,593,268
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	792	USD 40,946
Total =		166,845	USD 8,625,886

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with JEF

Jefferies Financial Group (NYSE:JEF) Stock Rating Upgraded by Wall Street Zen

Wall Street Zen upgraded shares of Jefferies Financial Group (NYSE:JEF – Free Report) from a sell rating to a hold rating in a report issued on Saturday. Several other research firms have also issued reports on JEF. Morgan Stanley raised their price target on Jefferies Financial Group from $54.00 to $72.00 and gave the stock […] - 2025-09-21 05:58:51

Jefferies Financial Group (NYSE:JEF) Price Target Raised to $72.00

Jefferies Financial Group (NYSE:JEF – Get Free Report) had its price target raised by research analysts at Morgan Stanley from $54.00 to $72.00 in a research report issued to clients and investors on Monday, Marketbeat Ratings reports. The firm presently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price target […] - 2025-09-10 02:54:51

Jefferies Financial Group (NYSE:JEF) Rating Lowered to Strong Sell at Zacks Research

Zacks Research cut shares of Jefferies Financial Group (NYSE:JEF – Free Report) from a hold rating to a strong sell rating in a research note released on Monday,Zacks.com reports. JEF has been the subject of a number of other reports. The Goldman Sachs Group raised their target price on Jefferies Financial Group from $55.00 to […] - 2025-08-28 02:30:47

Deutsche Bank AG Lowers Position in Jefferies Financial Group Inc. (NYSE:JEF)

Deutsche Bank AG trimmed its stake in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 26.7% in the first quarter, Holdings Channel.com reports. The firm owned 442,588 shares of the financial services provider’s stock after selling 161,514 shares during the quarter. Deutsche Bank AG’s holdings in Jefferies Financial Group were worth $23,709,000 at the […] - 2025-08-14 04:42:57

Jefferies Financial Group Inc. (NYSE:JEF) Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. lessened its position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 0.5% in the 1st quarter, Holdings Channel reports. The fund owned 15,275,117 shares of the financial services provider’s stock after selling 79,516 shares during the period. Vanguard Group Inc. owned 0.07% of Jefferies Financial Group worth $818,288,000 as of […] - 2025-08-13 05:00:49

Jefferies Financial Group Inc. (NYSE:JEF) Position Boosted by Harbour Investments Inc.

Harbour Investments Inc. increased its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 23.6% in the 1st quarter, Holdings Channel.com reports. The fund owned 2,282 shares of the financial services provider’s stock after buying an additional 436 shares during the quarter. Harbour Investments Inc.’s holdings in Jefferies Financial Group were […] - 2025-08-08 06:22:55

Jefferies Financial Group Inc. (NYSE:JEF) Shares Bought by Natixis Advisors LLC

Natixis Advisors LLC lifted its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 16.8% in the first quarter, Holdings Channel reports. The institutional investor owned 40,804 shares of the financial services provider’s stock after acquiring an additional 5,871 shares during the quarter. Natixis Advisors LLC’s holdings in Jefferies Financial Group […] - 2025-08-08 05:23:00

Contrasting Jefferies Financial Group (NYSE:JEF) and Brookfield Asset Management (NYSE:BAM)

Jefferies Financial Group (NYSE:JEF – Get Free Report) and Brookfield Asset Management (NYSE:BAM – Get Free Report) are both large-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, risk, earnings, profitability, institutional ownership, dividends and analyst recommendations. Valuation & Earnings This table […] - 2025-07-30 02:30:59

Allianz Asset Management GmbH Reduces Holdings in Jefferies Financial Group Inc. (NYSE:JEF)

Allianz Asset Management GmbH trimmed its holdings in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 1.3% in the first quarter, HoldingsChannel reports. The firm owned 361,270 shares of the financial services provider’s stock after selling 4,636 shares during the period. Allianz Asset Management GmbH’s holdings in Jefferies Financial Group were worth […] - 2025-07-25 05:49:02

New York State Common Retirement Fund Has $4.66 Million Stock Position in Jefferies Financial Group Inc. (NYSE:JEF)

New York State Common Retirement Fund reduced its position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 5.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 86,937 shares of the financial services provider’s stock after selling 4,800 shares […] - 2025-07-22 07:09:14

Allworth Financial LP Sells 1,587 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Allworth Financial LP reduced its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 49.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,631 shares of the financial services provider’s stock after selling 1,587 shares during the […] - 2025-07-18 04:49:06

Mutual of America Capital Management LLC Lowers Stock Holdings in Jefferies Financial Group Inc. (NYSE:JEF)

Mutual of America Capital Management LLC lowered its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 2.3% in the first quarter, Holdings Channel.com reports. The firm owned 83,797 shares of the financial services provider’s stock after selling 1,960 shares during the period. Mutual of America Capital Management LLC’s holdings in Jefferies Financial […] - 2025-07-17 05:39:21

Arizona State Retirement System Reduces Stock Position in Jefferies Financial Group Inc. (NYSE:JEF)

Arizona State Retirement System lowered its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 1.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 44,210 shares of the financial services provider’s stock after selling 520 shares during the quarter. Arizona State Retirement System’s holdings in Jefferies Financial Group were […] - 2025-07-17 05:39:19

Jefferies Financial Group Inc. (NYSE:JEF) Shares Sold by Xponance Inc.

Xponance Inc. decreased its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 5.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 23,789 shares of the financial services provider’s stock after selling 1,378 shares during the quarter. Xponance Inc.’s holdings in Jefferies […] - 2025-07-16 05:48:54

Jefferies Financial Group Inc. (NYSE:JEF) Stock Holdings Lowered by TD Private Client Wealth LLC

TD Private Client Wealth LLC cut its position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 44.9% during the 1st quarter, HoldingsChannel reports. The firm owned 1,492 shares of the financial services provider’s stock after selling 1,216 shares during the quarter. TD Private Client Wealth LLC’s holdings in Jefferies Financial Group were worth […] - 2025-07-13 07:12:57

Bank of New York Mellon Corp Sells 24,636 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Bank of New York Mellon Corp cut its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 1.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,703,346 shares of the financial services provider’s stock after selling 24,636 […] - 2025-07-11 05:41:01

Amalgamated Bank Has $4.08 Million Stake in Jefferies Financial Group Inc. (NYSE:JEF)

Amalgamated Bank trimmed its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 3.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,064 shares of the financial services provider’s stock after selling 2,764 shares during the […] - 2025-07-04 05:22:59

Creative Financial Designs Inc. ADV Has $122,000 Stock Holdings in Jefferies Financial Group Inc. (NYSE:JEF)

Creative Financial Designs Inc. ADV grew its stake in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 86.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,282 shares of the financial services provider’s stock after buying an additional 1,059 shares […] - 2025-06-30 05:12:55

Continuum Advisory LLC Sells 344 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Continuum Advisory LLC cut its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 34.1% during the first quarter, Holdings Channel reports. The institutional investor owned 666 shares of the financial services provider’s stock after selling 344 shares during the quarter. Continuum Advisory LLC’s holdings in Jefferies Financial Group were worth $36,000 as […] - 2025-06-27 05:31:01

State of Alaska Department of Revenue Purchases 570 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

State of Alaska Department of Revenue grew its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 3.1% in the 1st quarter, HoldingsChannel reports. The fund owned 19,079 shares of the financial services provider’s stock after buying an additional 570 shares during the period. State of Alaska Department of Revenue’s holdings […] - 2025-06-27 04:31:10

Blue Trust Inc. Has $152,000 Stock Position in Jefferies Financial Group Inc. (NYSE:JEF)

Blue Trust Inc. reduced its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 25.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,842 shares of the financial services provider’s stock after selling 955 shares during the quarter. […] - 2025-06-25 04:36:53

Morgan Stanley Increases Jefferies Financial Group (NYSE:JEF) Price Target to $55.00

Jefferies Financial Group (NYSE:JEF – Get Free Report) had its price objective increased by analysts at Morgan Stanley from $41.00 to $55.00 in a report released on Monday,Benzinga reports. The firm currently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price objective points to a potential downside of 0.74% from […] - 2025-06-25 03:06:45

Fifth Third Bancorp Grows Stock Holdings in Jefferies Financial Group Inc. (NYSE:JEF)

Fifth Third Bancorp raised its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 13.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,873 shares of the financial services provider’s stock after purchasing an additional 349 shares during the […] - 2025-06-20 04:46:49

UMB Bank n.a. Raises Stock Holdings in Jefferies Financial Group Inc. (NYSE:JEF)

UMB Bank n.a. boosted its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 5.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,534 shares of the financial services provider’s stock after buying an additional 465 shares during the quarter. UMB […] - 2025-06-11 05:12:50

ProShare Advisors LLC Boosts Stock Position in Jefferies Financial Group Inc. (NYSE:JEF)

ProShare Advisors LLC raised its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 7.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,595 shares of the financial services provider’s stock after buying an additional 518 shares during the quarter. […] - 2025-05-26 05:51:03

Man Group plc Decreases Stake in Jefferies Financial Group Inc. (NYSE:JEF)

Man Group plc lowered its position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 89.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,688 shares of the financial services provider’s stock after selling 80,912 shares during the quarter. Man Group […] - 2025-05-26 04:58:56

BNP Paribas Financial Markets Buys 2,555 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

BNP Paribas Financial Markets lifted its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 14.4% in the 4th quarter, Holdings Channel reports. The fund owned 20,286 shares of the financial services provider’s stock after acquiring an additional 2,555 shares during the quarter. BNP Paribas Financial Markets’ holdings in Jefferies Financial […] - 2025-05-19 04:30:57

Jefferies Financial Group Inc. (NYSE:JEF) Shares Sold by Ameriprise Financial Inc.

Ameriprise Financial Inc. lowered its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 4.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 355,482 shares of the financial services provider’s stock after selling 17,370 shares during the quarter. Ameriprise Financial Inc.’s holdings in Jefferies Financial Group were worth $27,870,000 as […] - 2025-05-14 06:02:49

Jefferies Financial Group (NYSE:JEF) Stock Rating Lowered by StockNews.com

Jefferies Financial Group (NYSE:JEF – Get Free Report) was downgraded by investment analysts at StockNews.com from a “hold” rating to a “sell” rating in a research note issued to investors on Tuesday. A number of other brokerages have also recently issued reports on JEF. The Goldman Sachs Group set a $75.00 price objective on shares […] - 2025-05-13 04:20:51

Marshall Wace LLP Takes Position in Jefferies Financial Group Inc. (NYSE:JEF)

Marshall Wace LLP purchased a new stake in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 16,520 shares of the financial services provider’s stock, valued at approximately $1,295,000. A number of other large investors have also […] - 2025-04-30 05:44:17

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