Lincoln National

Latest statistics and disclosures from Lincoln National Corp's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, BSV, VTV, VTI, VEU, and represent 39.90% of Lincoln National Corp's stock portfolio.
  • Added to shares of these 10 stocks: BSV (+$20M), BNDX (+$15M), VMBS (+$9.5M), BIV (+$8.4M), BLV (+$7.3M), VTV, VEU, SCHP, VGK, VWO.
  • Reduced shares in these 7 stocks: VUG (-$12M), IEMG (-$7.6M), VTI, VOO, VTHR, VPL, VXF.
  • Lincoln National Corp was a net buyer of stock by $45M.
  • Lincoln National Corp has $3.5B in assets under management (AUM), dropping by 6.35%.
  • Central Index Key (CIK): 0000059558

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Portfolio Holdings for Lincoln National Corp

Lincoln National Corp holds 20 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
Vanguard Index Fds Growth Etf (VUG) 9.2 $323M -3% 674k 479.61
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Vanguard Bd Index Fds Short Trm Bond (BSV) 8.3 $292M +7% 3.7M 78.91
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Vanguard Index Fds Value Etf (VTV) 7.9 $276M 1.5M 186.49
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Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $270M 822k 328.17
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.8 $238M 3.3M 71.37
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $235M 383k 612.38
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Schwab Strategic Tr Us Tips Etf (SCHP) 6.4 $224M 8.3M 26.95
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.2 $217M +7% 4.4M 49.46
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Vanguard Bd Index Fds Long Term Bond (BLV) 5.1 $178M +4% 2.5M 70.85
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.9 $172M +5% 3.7M 46.96
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Vanguard Bd Index Fds Intermed Term (BIV) 4.6 $163M +5% 2.1M 78.09
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $161M 2.7M 59.92
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 3.9 $135M 460k 294.32
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $118M 2.2M 54.18
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Ishares Core Msci Emkt (IEMG) 3.2 $113M -6% 1.7M 65.92
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.0 $107M 1.5M 73.46
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 3.0 $104M +3% 1.3M 79.80
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Vanguard Index Fds Small Cp Etf (VB) 2.1 $74M 293k 254.28
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.1 $72M -2% 820k 87.84
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $35M 167k 209.34
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Past Filings by Lincoln National Corp

SEC 13F filings are viewable for Lincoln National Corp going back to 2013

View all past filings