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Jefferies Group's Q2 2025 13F Filing: A Closer Look at New Buys, Key Position Increases, and Exits
ByAinvest
Thursday, Aug 14, 2025 1:56 am ET1min read
Jefferies Group's latest 13F filing shows a 2.65% portfolio impact from its acquisition of SPDR S&P 500 ETF Trust. The firm added 210 stocks, including Marex Group PLC, Couchbase Inc, and uniQure NV. Jefferies also increased stakes in SPDR S&P 500 ETF Trust and iShares Russell 2000 ETF. The firm completely exited 556 holdings, including Lions Gate Entertainment Corp and Sabra Health Care REIT Inc.
Jefferies Group's latest 13F filing reveals substantial changes in its portfolio, indicating a shift in investment strategy. The firm reported a 2.65% impact on its portfolio from its acquisition of SPDR S&P 500 ETF Trust, which was accompanied by notable additions and exits.Among the notable additions, Jefferies Group included 210 new stocks in its portfolio. Some of the key additions include Marex Group PLC [1], Couchbase Inc, and uniQure NV. The firm also increased its stakes in SPDR S&P 500 ETF Trust and iShares Russell 2000 ETF, reflecting its continued interest in broad market exposure.
Conversely, Jefferies Group exited 556 holdings, with notable exits including Lions Gate Entertainment Corp and Sabra Health Care REIT Inc. This move suggests a strategic focus on reducing exposure to certain sectors or companies that may not align with the firm's current investment thesis.
Marex Group PLC, one of the new additions, has been performing well. In the second quarter of 2025, the company reported a record Adjusted Profit Before Tax (PBT) of $106.4 million, up 16% year-on-year, and an Adjusted PBT margin of 21.3% [1]. The company's strong performance validates its strategy and execution, particularly the acquisition of Prime Services from TD Cowen in late 2023.
Jefferies Group's portfolio adjustments reflect a proactive approach to managing risk and capital allocation. By adding high-performing companies like Marex Group PLC and reducing exposure to certain sectors, the firm aims to optimize its investment portfolio for better returns and risk management.
Reference List:
[1] https://www.globenewswire.com/news-release/2025/08/13/3132431/0/en/Marex-Group-plc-announces-second-quarter-2025-results.html
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