13F-HR: CNO Financial Group Discloses Q2 2025 Holdings
13F Holdings Report
CNO Financial Group, Inc. filed its Q2 2025 Form 13F-HR, detailing $161.76 million in managed securities holdings as of June 30, 2025.
Summary
- CNO Financial Group, Inc. submitted its Form 13F-HR for the calendar quarter ended June 30, 2025.
- The report details the institutional investment manager's holdings of certain equity securities.
- The total value of managed securities holdings reported is $161,755,421.
- The filing includes 14 distinct holdings entries.
- One other included manager, 40|86 Advisors, Inc., is reported within this filing.
- Holdings primarily consist of various exchange-traded funds (ETFs) focused on senior loans, investment-grade corporate bonds, preferred securities, and high-yield bonds.
- Minor positions in common stock include GoHealth Inc. Class A and SelectQuote Inc. common shares.
Sentiment
Score: 5
Explanation: The filing is a routine, factual disclosure of investment holdings, providing transparency without indicating positive or negative sentiment regarding the reporting entity's operational performance or future prospects.
Positives
- NA
Negatives
- NA
Risks
- The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete; readers should not assume accuracy or completeness.
Future Outlook
This Form 13F-HR is a historical disclosure of investment holdings and does not contain forward-looking statements or guidance regarding future performance or strategic outlook.
Management Comments
- Joel T. Koehneman, Senior Vice President and Chief Accounting Officer, signed the report, representing that he is authorized to submit it and that all information is true, correct, and complete.
Industry Context
This filing provides a snapshot of CNO Financial Group's managed equity and ETF holdings, reflecting its investment strategy within the broader financial services and asset management industry. It does not provide operational or competitive context for CNO Financial Group's core insurance or annuity businesses, but rather its investment portfolio management activities.
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
| NA | NA | NA | NA | No management changes are disclosed in this routine holdings report. |
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| NA | No changes in bylaws, committees, policies, or procedures are disclosed in this routine holdings report. | NA | NA |
Legal Proceedings
- NA
Related Party Transactions
- NA
Stakeholder Impact
- Shareholders and investors gain transparency into the equity and ETF investment portfolio managed by CNO Financial Group, which can inform their understanding of the company's investment strategy and exposure.
- Regulatory bodies receive mandated disclosures, ensuring compliance with SEC reporting requirements for institutional investment managers.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 06-30-2025 | End of the calendar quarter for which the report is filed. |
| 08-08-2025 | Date the report was signed and submitted. |
Keywords
13F, Holdings Report, Institutional Investment, CNO Financial Group, SEC Filing, Investment Portfolio, Exchange-Traded Funds, Senior Loans, Corporate Bonds, Preferred Securities, High Yield Bonds
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