Industrial Alliance Investment Management

Latest statistics and disclosures from Industrial Alliance Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QQQ, VTI, SPY, VNQ, VEU, and represent 96.76% of Industrial Alliance Investment Management's stock portfolio.
  • Added to shares of these 1 stock: QQQ (+$6.6M).
  • Reduced shares in these 4 stocks: IEUR, VEU, VTI, SPY.
  • Industrial Alliance Investment Management was a net buyer of stock by $5.2M.
  • Industrial Alliance Investment Management has $166M in assets under management (AUM), dropping by 11.43%.
  • Central Index Key (CIK): 0001630798

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Positions held by Industrial Alliance Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Industrial Alliance Investment Management

Industrial Alliance Investment Management holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ) 66.1 $110M +6% 182k 600.37
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Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 13.1 $22M 66k 328.17
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SPDR S&P 500 ETF Trust Tr Unit (SPY) 8.4 $14M 21k 666.17
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Vanguard Real Estate Etf Real Estate Etf (VNQ) 5.2 $8.6M 94k 91.42
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Vanguard Ftse All-world Ex-us Etf Allwrld Ex Us (VEU) 3.9 $6.5M -4% 92k 71.37
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iShares Core MSCI Europe ETF Core Msci Euro (IEUR) 3.2 $5.4M -10% 79k 68.12
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Past Filings by Industrial Alliance Investment Management

SEC 13F filings are viewable for Industrial Alliance Investment Management going back to 2021

View all past filings