Jefferies Financial Group Inc (JEF) — Strategic Asset Allocation Index
Jefferies Financial Group Inc (JEF) has a Strategic Asset Allocation Index of 299.6% as of May 2026. Strategic assets (PP&E of $- plus long-term investments of $31.78 Billion) total $31.78 Billion, measured against net assets of $10.61 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Jefferies Financial Group Inc (JEF) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Jefferies Financial Group Inc Strategic Asset Allocation Index (2000–2025)
This chart shows how Jefferies Financial Group Inc's Strategic Asset Allocation Index has evolved across 27 annual periods from 2000 to 2025. As of May 2026, the index stands at 299.6%, representing strategic assets of $31.78 Billion against net assets of $10.61 Billion USD. For live market cap and overall valuation, see JEF market cap.
Annual Strategic Asset Allocation Index for Jefferies Financial Group Inc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Jefferies Financial Group Inc from 2000 to 2025, covering 27 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See JEF book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 265.9% | $28.29 Billion | $1.25 Billion | $27.05 Billion | $10.64 Billion | ▲ +67.5 pp |
| 2024 | 198.4% | $20.28 Billion | $1.19 Billion | $19.09 Billion | $10.23 Billion | ▼ -6.0 pp |
| 2023 | 204.4% | $20.04 Billion | $1.07 Billion | $18.97 Billion | $9.80 Billion | ▲ +37.7 pp |
| 2022 | 166.7% | $17.38 Billion | $906.86 Million | $16.47 Billion | $10.43 Billion | ▼ -157.6 pp |
| 2021 | 324.3% | $34.80 Billion | $911.23 Million | $33.89 Billion | $10.73 Billion | ▲ +117.3 pp |
| 2020 | 207.1% | $19.85 Billion | $41.98 Million | $19.81 Billion | $9.59 Billion | ▼ -2.3 pp |
| 2020 | 209.3% | $19.96 Billion | $- | $19.96 Billion | $9.54 Billion | ▲ +69.7 pp |
| 2019 | 139.7% | $13.62 Billion | $34.16 Million | $13.59 Billion | $9.75 Billion | ▲ +135.9 pp |
| 2018 | 3.8% | $1.76 Billion | $351.00 Million | $1.41 Billion | $46.82 Billion | ▼ -181.9 pp |
| 2017 | 185.7% | $19.62 Billion | $750.40 Million | $18.87 Billion | $10.57 Billion | ▲ +12.6 pp |
| 2016 | 173.1% | $18.64 Billion | $709.24 Million | $17.93 Billion | $10.77 Billion | ▲ +158.9 pp |
| 2015 | 14.2% | $1.53 Billion | $721.88 Million | $811.08 Million | $10.78 Billion | ▼ -212.6 pp |
| 2014 | 226.8% | $23.94 Billion | $726.38 Million | $23.22 Billion | $10.56 Billion | ▲ +17.8 pp |
| 2013 | 209.0% | $21.77 Billion | $885.86 Million | $20.88 Billion | $10.41 Billion | ▲ +171.8 pp |
| 2012 | 37.2% | $2.61 Billion | $857.36 Million | $1.75 Billion | $7.01 Billion | ▼ -14.0 pp |
| 2011 | 51.1% | $3.28 Billion | $1.05 Billion | $2.23 Billion | $6.41 Billion | ▼ -12.3 pp |
| 2010 | 63.5% | $4.42 Billion | $587.37 Million | $3.83 Billion | $6.96 Billion | ▼ -1.7 pp |
| 2009 | 65.2% | $2.85 Billion | $715.25 Million | $2.14 Billion | $4.37 Billion | ▲ +45.3 pp |
| 2008 | 19.8% | $534.64 Million | $534.64 Million | $- | $2.70 Billion | ▲ +10.7 pp |
| 2007 | 9.2% | $512.80 Million | $512.80 Million | $- | $5.59 Billion | ▲ +3.2 pp |
| 2006 | 6.0% | $234.22 Million | $234.22 Million | $- | $3.91 Billion | ▼ -0.5 pp |
| 2005 | 6.4% | $237.02 Million | $237.02 Million | $- | $3.68 Billion | ▼ -52.6 pp |
| 2004 | 59.0% | $1.33 Billion | $1.33 Billion | $- | $2.26 Billion | ▼ -8.4 pp |
| 2003 | 67.4% | $1.45 Billion | $1.45 Billion | $- | $2.15 Billion | ▲ +57.3 pp |
| 2002 | 10.1% | $166.21 Million | $166.21 Million | $- | $1.64 Billion | ▼ -2.3 pp |
| 2001 | 12.4% | $162.16 Million | $162.16 Million | $- | $1.31 Billion | ▼ -2.2 pp |
| 2000 | 14.6% | $192.31 Million | $192.31 Million | $- | $1.32 Billion | — |