13F-HR: Corebridge Financial Reveals Q1 2025 Equity Portfolio

Corebridge Financial's latest 13F filing discloses its equity holdings as of March 31, 2025, totaling over $17 billion across 3,016 positions.

Summary

• Corebridge Financial, Inc. has filed its Form 13F holdings report for the calendar quarter ended March 31, 2025.
• The report details the company's holdings as an institutional investment manager.
• The filing includes holdings from Corebridge Financial and two other included managers: SunAmerica Asset Management, LLC and Corebridge Institutional Investments (U.S.), LLC.
• The total value of the reported holdings amounts to $17,392,076,023 across 3,016 entries.
• The report was signed by Jeannette Pina, Corporate Secretary, on May 14, 2025, in Jersey City, NJ.

Sentiment

Score: 6

Explanation: The document is a factual report with no explicit positive or negative sentiment. The score reflects the neutral nature of the filing.

Positives

• The filing provides a comprehensive overview of Corebridge Financial's equity investments.
• The large number of holdings (3,016) suggests a well-diversified portfolio.
• The presence of well-established companies in the top holdings indicates a focus on stable, large-cap investments.

Risks

• The document does not provide insights into the rationale behind specific investment decisions.
• The report is backward-looking and does not guarantee future performance.
• The document does not provide details on specific investment strategies or risk management practices.

Management Comments

• The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment positions. This filing allows investors and the public to understand Corebridge Financial's investment strategy and exposure to various sectors and companies.

Comparison to Industry Standards

• Comparing Corebridge Financial's portfolio to other large insurance companies like Prudential Financial or MetLife would provide a better understanding of their investment choices.
• Analyzing the sector allocation (e.g., technology, healthcare, financials) against industry benchmarks like the S&P 500 or MSCI World Index would reveal their investment style (growth, value, or blended).
• Comparing the turnover rate (frequency of buying and selling securities) to peers would indicate their investment approach (active vs. passive).

Stakeholder Impact

• Shareholders can use this information to assess the alignment of Corebridge Financial's investment strategy with their own goals.
• The investment decisions reflected in the filing can impact the performance of the underlying companies and their stakeholders (employees, customers, etc.).

Key Dates

Keywords

holdings, equity, investments, portfolio, Corebridge Financial, 13F filing, institutional investment manager, SunAmerica Asset Management, Corebridge Institutional Investments