Symetra Investment Management

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

  • Top 5 stock holdings are VTI, VCIT, LQD, HYG, BKLN, and represent 94.80% of Symetra Investment Management's stock portfolio.
  • Added to shares of these 5 stocks: VCIT (+$259M), LQD (+$148M), HYG (+$106M), BKLN (+$63M), VTI (+$31M).
  • Started 1 new stock position in VCIT.
  • Reduced shares in these 2 stocks: AMPY, .
  • Sold out of its positions in AMPY, LYB.
  • Symetra Investment Management was a net buyer of stock by $606M.
  • Symetra Investment Management has $1.2B in assets under management (AUM), dropping by 103.16%.
  • Central Index Key (CIK): 0001811513

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Portfolio Holdings for Symetra Investment Management

Symetra Investment Management holds 6 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.3 $396M +8% 1.2M 320.81
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 22.5 $259M NEW 3.1M 82.75
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Blackrock Invesco Db Multi-sector Comm Energy Fd (LQD) 22.4 $259M +133% 2.4M 108.99
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Blackrock Ishares Tr Iboxx Hi Yd Etf (HYG) 9.3 $108M +5298% 1.4M 79.56
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Invesco Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 6.4 $73M +583% 3.6M 20.41
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State Street Corporation Ssga Active Etf Tr Blackstone Senr (SRLN) 5.2 $60M 1.5M 40.14
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Past Filings by Symetra Investment Management

SEC 13F filings are viewable for Symetra Investment Management going back to 2020

View all past filings