AWM
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AE Wealth Management’s Corebridge Financial CRBG Stock Holding History

AE Wealth Management’s Portfolio CRBG Stock Details CRBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,527
Closed -$554K – 2170
2024
Q4 		$554K Sell
18,527
-7,430
-29% -$229K ﹤0.01% 873
2024
Q3 		$757K Sell
25,957
-16,340
-39% -$462K 0.01% 767
2024
Q2 		$1.23M Buy
42,297
+16,751
+66% +$482K 0.01% 653
2024
Q1 		$734K Sell
25,546
-37,319
-59% -$922K 0.01% 725
2023
Q4 		$1.55M Buy
+62,865
New +$1.3M 0.01% 993

Other funds holding CRBG

AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AE Wealth Management's CRBG Position: Q1 2025 in Review

AE Wealth Management sold out of Corebridge Financial (CRBG) in Q1 2025, closing a stake of 18,527 shares — an estimated $554K sold.

AE Wealth Management first reported a position in CRBG in Q4 2023 and held it in 5 quarters. The position peaked at $1.55M in Q4 2023. 415 funds tracked by Wall St. Rank hold CRBG as of Q1 2025.

  • AE Wealth Management reported no remaining Corebridge Financial position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 18,527 Corebridge Financial shares in Q1 2025, an estimated $554K.
  • AE Wealth Management first reported a position in Corebridge Financial in Q4 2023 and held it in 5 quarters.
  • AE Wealth Management's Corebridge Financial position peaked at $1.55M in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Corebridge Financial as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.