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CIK: 0001533497
Total reported value
$1.1B
$1.1B
119 檔
11.1%
At the close of Q1 2024, Liberty Mutual Group Asset Management Inc. disclosed equity holdings valued at approximately $1.1B, spread across 119 reported holdings.
During Q1 2024, Liberty Mutual Group Asset Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 20.41% | — | — | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 5.28% | +0.66% | — | |
| 3 | AMPSUSD | Altus Power Inc | Stock-Other | 4.09% | — | — | |
| 4 | AMT | American Tower CORP | Stock-Real Estate | 3.26% | — | -4.14% | |
| 5 | PLD | Prologis Inc | Stock-Real Estate | 3.09% | — | — | |
| 6 | EQIX | Equinix Inc | Stock-Real Estate | 2.37% | — | -14.10% | |
| 7 | WELL | Welltower Inc | Stock-Real Estate | 2.24% | — | +32.26% | |
| 8 | EXR | Extra Space Storage Inc | Stock-Real Estate | 2.15% | — | — | |
| 9 | VICI | Vici Properties Inc | Stock-Real Estate | 1.77% | — | — | |
| 10 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.75% | — | — | |
| 11 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.65% | — | -0.33% | |
| 12 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.56% | — | — | |
| 13 | ADC | Agree Realty CORP | Stock-Real Estate | 1.41% | — | — | |
| 14 | REG | Regency Centers CORP | Stock-Real Estate | 1.38% | — | +13.48% | |
| 15 | DXCM 0.25 11-15-25Bond | Dexcom Inc | Bond | 1.27% | — | — | |
| 16 | F 0 03-15-26Bond | Ford Motor Company | Bond | 1.19% | — | — | |
| 17 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.19% | — | — | |
| 18 | SUI | Sun Communities Inc | Stock-Real Estate | 1.16% | — | +25.10% | |
| 19 | UDR | Udr Inc | Stock-Real Estate | 1.08% | — | — | |
| 20 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 1.08% | — | -7.44% | |
| 21 | INVH | Invitation Homes Inc | Stock-Real Estate | 1.07% | — | -16.77% | |
| 22 | LUV 1.25 05-01-25Bond | Southwest Airlines Co | Bond | 0.96% | — | — | |
| 23 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.95% | — | +113.71% | |
| 24 | CCI | Crown Castle Inc | Stock-Real Estate | 0.92% | — | — | |
| 25 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.91% | — | +116.71% | |
| 26 | Z 1.375 09-01-26Bond | Zillow Group Inc | Bond | 0.90% | — | — | |
| 27 | SO 3.875 12-15-25Bond | Southern Co | Bond | 0.89% | — | — | |
| 28 | BSY 0.125 01-15-26Bond | Bentley Systems Inc | Bond | 0.89% | — | — | |
| 29 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.83% | — | — | |
| 30 | MIDD 1 09-01-25Bond | Middleby CORP | Bond | 0.82% | — | — | |
| 31 | DAY 0.25 03-15-26Bond | Dayforce Inc | Bond | 0.81% | — | — | |
| 32 | PSA | Public Storage | Stock-Real Estate | 0.76% | — | — | |
| 33 | ETSY 0.25 06-15-28Bond | Etsy Inc | Bond | 0.75% | — | -7.64% | |
| 34 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.74% | +0.24% | — | |
| 35 | BXP | Bxp Inc | Stock-Real Estate | 0.72% | — | — | |
| 36 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.72% | — | — | |
| 37 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.72% | — | — | |
| 38 | JAZZ 2 06-15-26Bond | Jazz Investments I LTD | Bond | 0.70% | — | -8.35% | |
| 39 | SMC | Summit Midstream Corporation | Stock-Other | 0.68% | — | — | |
| 40 | FOUR 0 12-15-25Bond | Shift4 Payments Inc | Bond | 0.67% | — | — | |
| 41 | UBER 0 12-15-25Bond | Uber Technologies Inc | Bond | 0.66% | — | — | |
| 42 | DDOG 0.125 06-15-25Bond | Datadog Inc | Bond | 0.65% | — | — | |
| 43 | PCH | Potlatchdeltic CORP | Stock-Other | 0.63% | — | — | |
| 44 | EPR | Epr Properties | Stock-Real Estate | 0.59% | — | — | |
| 45 | XYZ 0.125 03-01-25Bond | Block Inc | Bond | 0.56% | — | -10.42% | |
| 46 | AXON 0.5 12-15-27Bond | Axon Enterprise Inc | Bond | 0.56% | — | — | |
| 47 | ON 0.5 03-01-29Bond | On Semiconductor CORP | Bond | 0.55% | — | — | |
| 48 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | Bond | 0.54% | — | — | |
| 49 | SITCUSD | Site Centers CORP | Stock-Other | 0.52% | — | — | |
| 50 | NOG 3.625 04-15-29Bond | Northern Oil & Gas Inc | Bond | 0.52% | — | — |
According to official SEC Form 13F filings, Liberty Mutual Group Asset Management Inc. reported a total U.S. public equity portfolio value of $1.1B across 119 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VCIT, HYG, AMPSUSD) accounted for 11.1% of total reported equity market value during Q1 2024.
During Q1 2024, Liberty Mutual Group Asset Management Inc.'s top holdings by market value included VCIT (20.4%)、HYG (5.3%)、AMPSUSD (4.1%). The largest single position, VCIT, represented 20.4% of total portfolio value.
In Q1 2024, Liberty Mutual Group Asset Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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