13F-HR: CNO Financial Group's Q1 2025 13F Filing Reveals $119.6 Million in Managed Assets

CNO Financial Group's latest 13F filing discloses $119.6 million in managed assets as of March 31, 2025, with significant holdings in various ETFs and corporate stocks.

Summary

• CNO Financial Group, Inc. filed its Form 13F for the quarter ended March 31, 2025.
• The filing reports total assets under management of $119,585,602.
• The report includes holdings from one other manager, 40|86 Advisors, Inc.
• The filing lists 11 holdings in total.
• Significant holdings include First Trust Exchange-Traded Fund Senior Loan Fund, Invesco Exchange Traded Fund Tr II Sr Ln ETF, iShares Trust iBoxx Inv Cp ETF, SPDR Ser Tr ICE Pfd Sec ETF, and SSGA Active ETF Tr Blackstone Senr.
• The largest holding appears to be in SPDR Ser Tr ICE Pfd Sec ETF with a value of $22,673,000.
• The filing also includes holdings in GoHealth Inc and SelectQuote Inc.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, providing factual information about the company's holdings. The sentiment is neutral as it doesn't contain any explicit positive or negative statements about the company's performance or future prospects.

Positives

• The filing provides transparency into CNO Financial Group's investment holdings.
• The portfolio is diversified across various ETFs and corporate stocks.

Industry Context

Institutional investment managers are required to file Form 13F to disclose their equity holdings, providing insights into their investment strategies and market trends.

Comparison to Industry Standards

• Comparing CNO Financial Group's holdings to other insurance companies and investment managers would provide a better understanding of their investment strategy.
• Analyzing the allocation to senior loan ETFs versus investment-grade ETFs can be compared to industry averages to assess risk appetite.
• Benchmarking the performance of the held ETFs against their respective indices would reveal the effectiveness of CNO's investment choices.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of CNO Financial Group.
• The holdings in various ETFs and corporate stocks can impact the performance of those underlying assets.

Key Dates

Keywords

13F filing, CNO Financial Group, institutional investment manager, holdings, ETF, investments, assets under management