Symetra Investment Management

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

  • Top 5 stock holdings are VCIT, VTI, HYG, BKLN, LQD, and represent 94.52% of Symetra Investment Management's stock portfolio.
  • Added to shares of these 3 stocks: VCIT (+$173M), BKLN (+$12M), SRLN.
  • Reduced shares in these 3 stocks: LQD (-$176M), VTI (-$65M), HYG (-$17M).
  • Symetra Investment Management was a net seller of stock by $-72M.
  • Symetra Investment Management has $1.1B in assets under management (AUM), dropping by -0.90%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 37.7 $432M +66% 5.2M 82.65
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Vanguard Index Fds Total Stk Mkt (VTI) 34.2 $391M -14% 1.1M 370.04
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Blackrock Ishares Tr Iboxx Hi Yd Etf (HYG) 7.9 $91M -16% 1.1M 79.97
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Invesco Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 7.5 $86M +16% 4.2M 20.37
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Blackrock Invesco Db Multi-sector Comm Energy Fd (LQD) 7.2 $82M -68% 756k 109.07
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State Street Corporation Ssga Active Etf Tr Blackstone Senr (SRLN) 5.5 $63M +3% 1.6M 40.29
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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