13F-NT: Jackson Financial Files Q3 2025 13F Notice

Jackson Financial Inc. filed a Form 13F-NT for the quarter ended September 30, 2025, indicating its holdings are reported by other managers.

Summary

• Jackson Financial Inc. submitted a Form 13F-NT for the calendar quarter ending September 30, 2025.
• This filing is designated as a "13F NOTICE," signifying that Jackson Financial Inc. itself is not reporting any securities holdings in this specific document.
• All reportable securities holdings for Jackson Financial Inc. are instead reported by other institutional investment managers.
• The other managers reporting on behalf of Jackson Financial Inc. include PPM AMERICA INC/IL (Form 13F File No. 028-03586) and JACKSON NATIONAL ASSET MANAGEMENT LLC (Form 13F File No. 028-06761).

Sentiment

Score: 5

Explanation: Neutral, as this is a routine regulatory notice filing and does not contain performance or strategic information.

Future Outlook

NA

Management Comments

• 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 standard regulatory disclosures for institutional investment managers. This notice indicates Jackson Financial Inc. delegates the actual reporting of its holdings to its affiliates or other managers, which is a common practice for complex financial organizations with multiple investment advisory entities.

Comparison to Industry Standards

• This filing is a standard regulatory disclosure for institutional investment managers and aligns with industry practices for large financial entities that may have multiple reporting entities.

Related Party Transactions

• PPM AMERICA INC/IL (Form 13F File No. 028-03586) and JACKSON NATIONAL ASSET MANAGEMENT LLC (Form 13F File No. 028-06761) are reporting holdings on behalf of Jackson Financial Inc., indicating a related-party reporting structure.

Stakeholder Impact

• Shareholders and investors: Provides clarity on where to locate the detailed institutional investment holdings for Jackson Financial Inc., which are reported by its affiliates.
• Regulatory authorities: Fulfills SEC reporting requirements for institutional investment managers.

Key Dates

Keywords

Jackson Financial Inc., 13F-NT, SEC Filing, Institutional Investment Manager, Holdings Report, PPM America, Jackson National Asset Management