Jefferies Financial Group Inc.
Jefferies Financial Group Inc. (NYSE: JEF) operates as a global investment banking and capital markets firm headquartered in the United States with regional offices in London and Hong Kong. The company maintains an online presence at jefferies.com where investors can access regulatory filings and corporate governance… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Jefferies Financial Group Inc. does
In the company’s own words
Jefferies Financial Group Inc. (NYSE: JEF) operates as a global investment banking and capital markets firm headquartered in the United States with regional offices in London and Hong Kong. The company maintains an online presence at jefferies.com where investors can access regulatory filings and corporate governance documents.
The firm's business is organized into two primary reportable segments: Investment Banking and Capital Markets, and Asset Management. The Investment Banking and Capital Markets segment provides underwriting, financial advisory services, and capital markets execution across equities and fixed income products to public companies, private companies, financial sponsors, institutional investors, and government entities. This segment encompasses investment banking services organized by industry coverage groups including Consumer, Energy and Power, Financial Institutions, Financial Sponsors, Healthcare, Industrials, Municipal Finance, Real Estate Gaming and Lodging, and Technology Media and Telecom. The segment also includes equities research and sales and trading, prime brokerage services, wealth management, and fixed income capabilities spanning credit products, municipal securities, and structured finance. Additionally, this segment houses Jefferies Finance, a joint venture with Massachusetts Mutual Life Insurance Company focused on leveraged finance and credit asset management, and Berkadia Commercial Mortgage Holding LLC, a joint venture with Berkshire Hathaway providing commercial real estate finance and servicing.
The Asset Management segment provides alternative investment management services through directly owned and affiliated managers, offering strategies across multiple asset classes to institutional investors globally. This segment also holds legacy merchant banking investments in companies including Stratos Group International, an online foreign exchange trading provider, and Tessellis, a publicly listed Italian telecommunications company.
As of November 30, 2025, Jefferies employed 7,787 individuals globally, with approximately 50 percent located in the Americas, 36 percent in Europe and the Middle East, and 14 percent in Asia-Pacific. The company's workforce includes 5,990 employees in core investment banking, capital markets, and asset management roles, with an additional 1,797 individuals employed within subsidiary operations.
Jefferies maintains a strategic alliance with Sumitomo Mitsui Financial Group that encompasses collaborative investment banking and capital markets opportunities across multiple regions, with SMBC owning approximately 15.7 percent of the company's common stock on an as-converted basis.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- November
- CIK
- 96223
- SIC
- 6211
Financial performance, year by year
Fiscal 2012–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Jefferies Financial Group Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Jefferies Financial Group Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Jefferies Financial Group Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Jefferies Financial Group Inc.’s bonds, as funds hold them
Funds report holding 31 issues of Jefferies Financial Group Inc.’s debt, $2.80B at market value — what funds hold, not the company’s total debt. Weighted-average coupon 5.03%, maturing 2026 to 2046.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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