JFG
NBIS

Jefferies Financial Group’s Nebius Group N.V. NBIS Stock Holding History

Jefferies Financial Group’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.9M Buy
+108,300
New +$21.4M 0.2% 100
2026
Q1 		– Sell
-213,300
Closed -$17.9M – 2293
2025
Q4 		$17.9M Buy
213,300
+50,000
+31% +$5.18M 0.09% 208
2025
Q3 		$18.3M Buy
163,300
+113,300
+227% +$7.87M 0.09% 157
2025
Q2 		$2.77M Buy
+50,000
New +$1.72M 0.02% 445

Other funds holding NBIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Jefferies Financial Group's NBIS Position: Q2 2026 in Review

Jefferies Financial Group increased its Nebius Group N.V. (NBIS) stake by 358% in Q2 2026, buying an estimated $2.31M and bringing the position to 14,890 shares worth $4.11M. The position accounts for 0.03% of the portfolio, ranked #439.

Jefferies Financial Group first reported a position in NBIS in Q1 2025 and has held it in 6 quarters since. 1,068 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • Jefferies Financial Group held 14,890 shares of Nebius Group N.V. worth $4.11M as of Q2 2026.
  • Jefferies Financial Group bought 11,640 Nebius Group N.V. shares in Q2 2026, an estimated $2.31M.
  • Nebius Group N.V. made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #439 holding.
  • Jefferies Financial Group first reported a position in Nebius Group N.V. in Q1 2025 and has held it in 6 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.