Jefferies Financial Group Inc.
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership348,277 shares
Latest Disclosed Value $ 14,373,405
Ameriprise Financial Inc reports 3.82% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 348,277 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $14,373,405 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 335,467 shares of Jefferies Financial Group Inc.. This represents a change in shares of 3.82% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 348,277 12,810 3.82 14,373 -30.86 0.0006
2026-02-17 2025-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 335,467 -49,573 -12.87 20,789 -17.51 0.0009
2025-11-14 2025-09-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 385,040 37,269 10.72 25,200 32.50 0.0058
2025-08-14 2025-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 347,771 -9,999 -2.79 19,020 -0.76 0.0047
2025-05-14 2025-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 357,770 2,288 0.64 19,166 -31.23 0.0052
2025-02-14 2024-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 355,482 -17,370 -4.66 27,870 21.44 0.0072
2024-11-14 2024-09-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 372,852 -83,569 -18.31 22,949 0.94 0.0059
2024-08-14 2024-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 456,421 -11,664 -2.49 22,735 10.14 0.0062
2024-05-15 2024-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 468,085 -50,697 -9.77 20,643 -1.53 0.0057
2024-02-14 2023-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 518,782 96,253 22.78 20,964 35.45 0.0063
2023-11-14 2023-09-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 422,529 -22,669 -5.09 15,477 4.81 0.0051
2023-08-14 2023-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 445,198 -1,731 -0.39 14,767 4.10 0.0046
2023-05-22 2023-03-31 13F/A-1 JEFFERIES FINANCIAL GROUP IN COM 47233W109 446,929 -13,064 -2.84 14,186 -10.03 0.0047
2023-05-15 2023-03-31 13F JD.COM INC-ADR ADR 47233W109 446,929 -13,064 14,186 0.0009
2023-02-14 2022-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 459,993 -11,599 -2.46 15,766 11.74 0.0054
2022-11-14 2022-09-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 471,592 -34,946 -6.90 14,109 2.22 0.0052
2022-08-15 2022-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 506,538 -21,811 -4.13 13,802 -17.55 0.0048
2022-05-16 2022-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 528,349 -301,817 -36.36 16,739 -43.75 0.0049
2022-02-14 2021-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 830,166 442,585 114.19 29,756 106.77 0.0082
2021-11-15 2021-09-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 387,581 -99,848 -20.48 14,391 -13.69 0.0046
2021-08-16 2021-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 487,429 -87,237 -15.18 16,674 -3.54 0.0052
2021-05-17 2021-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 574,666 95,995 20.05 17,286 46.85 0.0057
2021-02-12 2020-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 478,671 29,339 6.53 11,771 45.54 0.0042
2020-11-16 2020-09-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 449,332 -71,631 -13.75 8,088 -0.16 0.0033
2020-08-14 2020-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 520,963 -28,020 -5.10 8,101 7.94 0.0035
2020-05-15 2020-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 548,983 -92,939 -14.48 7,505 -45.29 0.0039
2020-02-14 2019-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 641,922 -44,244 -6.45 13,717 8.65 0.0057
2019-11-14 2019-09-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 686,166 517,672 307.23 12,625 289.66 0.0057
2019-08-14 2019-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 168,494 35,495 26.69 3,240 29.55 0.0015
2019-05-15 2019-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 132,999 -40,170 -23.20 2,501 -16.88 0.0012
2019-02-14 2018-12-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 173,169 14,600 9.21 3,009 -13.61 0.0015
2018-11-14 2018-09-30 13F JEFFERIES FINL GRP COM 47233W109 158,569 17,019 12.02 3,483 8.23 0.0012
2018-08-14 2018-06-30 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 141,550 -7,672 -5.14 3,218 -5.21 0.0014
2018-05-14 2018-03-31 13F LEUCADIA NATIONAL COM 527288104 149,222 -3,120 -2.05 3,395 -15.86 0.0015
2018-02-12 2017-12-31 13F LEUCADIA NATIONAL COM 527288104 152,342 -1,677 -1.09 4,035 3.75 0.0018
2017-11-07 2017-09-30 13F LEUCADIA NATIONAL COM 527288104 154,019 3,836 2.55 3,889 -0.99 0.0019
2017-08-10 2017-06-30 13F LEUCADIA NATIONAL COM 527288104 150,183 -25,373 -14.45 3,928 -13.95 0.0020
2017-05-05 2017-03-31 13F LEUCADIA NATIONAL COM 527288104 175,556 -93,754 -34.81 4,565 -27.11 0.0024
2017-02-03 2016-12-31 13F LEUCADIA NATIONAL COM 527288104 269,310 90,321 50.46 6,263 83.77 0.0034
2016-11-08 2016-09-30 13F LEUCADIA NATIONAL COM 527288104 178,989 18,578 11.58 3,408 22.55 0.0019
2016-08-08 2016-06-30 13F LEUCADIA NATIONAL COM 527288104 160,411 -41 -0.03 2,781 7.17 0.0016
2016-05-12 2016-03-31 13F LEUCADIA NATIONAL COM 527288104 160,452 -141,220 -46.81 2,595 -50.54 0.0015
2016-02-11 2015-12-31 13F LEUCADIA NATIONAL COM 527288104 301,672 84,098 38.65 5,247 19.06 0.0031
2015-11-12 2015-09-30 13F LEUCADIA NATIONAL COM 527288104 217,574 -107,117 -32.99 4,407 -44.09 0.0027
2015-08-13 2015-06-30 13F LEUCADIA NATIONAL COM 527288104 324,691 49,525 18.00 7,883 28.51 0.0045
2015-05-14 2015-03-31 13F LEUCADIA NATIONAL COM 527288104 275,166 23,134 9.18 6,134 8.55 0.0035
2015-02-13 2014-12-31 13F LEUCADIA NATIONAL COM 527288104 252,032 -469 -0.19 5,651 -6.13 0.0033
2014-11-14 2014-09-30 13F LEUCADIA NATIONAL COM 527288104 252,501 11,634 4.83 6,020 -4.70 0.0036
2014-08-13 2014-06-30 13F LEUCADIA NATIONAL COM 527288104 240,867 12,259 5.36 6,317 -1.31 0.0037
2014-05-14 2014-03-31 13F LEUCADIA NATIONAL COM 527288104 228,608 106,445 87.13 6,401 84.95 0.0038
2014-02-14 2013-12-31 13F LEUCADIA NATIONAL COM 527288104 122,163 -147,115 -54.63 3,461 -52.82 0.0021
2013-11-14 2013-09-30 13F LEUCADIA NATIONAL COM 527288104 269,278 5,968 2.27 7,335 6.23 0.0048
2013-08-14 2013-06-30 13F LEUCADIA NATIONAL COM 527288104 263,310 263,310 6,905 0.0048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.