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Ally Financial Portfolio holdings

AUM $804M
1-Year Est. Return 0.18%
This Fund
S&P 500
This Quarter Est. Return
-1.37%
1 Year Est. Return
+0.18%
3 Year Est. Return
+8.82%
5 Year Est. Return
+2.15%
10 Year Est. Return
+38.48%
AUM
$891M
AUM Growth
+$71.2M
Cap. Flow
+$94.9M
Cap. Flow %
10.65%
Top 10 Hldgs %
56.87%
Holding
121
New
14
Increased
31
Reduced
4
Closed
12

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$29.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$26.4M
3
AMZN icon
Amazon
AMZN
+$19.3M
4
AAPL icon
Apple
AAPL
+$8.11M
5
TSLA icon
Tesla
TSLA
+$6.67M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$15.8M
2
JNJ icon
Johnson & Johnson
JNJ
+$15M
3
MDT icon
Medtronic
MDT
+$6.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.98M
5
MMM icon
3M
MMM
+$5.88M

Sector Composition

Rank Sector Weight
1 Technology 10.85%
2 Healthcare 10.48%
3 Communication Services 8.05%
4 Industrials 5.95%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
76
Linde
LIN
$221B
$1.86M 0.21%
4,000
+2,000
+100% +$900K
ORCL icon
77
Oracle
ORCL
$366B
$1.82M 0.2%
+13,000
New +$2.12M
ZTS icon
78
Zoetis
ZTS
$31.9B
$1.81M 0.2%
11,000
– –
WBD icon
79
Warner Bros
WBD
$63.9B
$1.8M 0.2%
168,132
– –
AMAT icon
80
Applied Materials
AMAT
$402B
$1.74M 0.2%
12,000
– –
CCI icon
81
Crown Castle
CCI
$33B
$1.67M 0.19%
16,000
– –
UNP icon
82
Union Pacific
UNP
$172B
$1.65M 0.19%
7,000
– –
GD icon
83
General Dynamics
GD
$102B
$1.64M 0.18%
6,000
– –
ZBH icon
84
Zimmer Biomet
ZBH
$17.9B
$1.58M 0.18%
14,000
– –
HCA icon
85
HCA Healthcare
HCA
$85.5B
$1.55M 0.17%
4,500
+1,500
+50% +$482K
NOC icon
86
Northrop Grumman
NOC
$75.6B
$1.54M 0.17%
3,000
+1,000
+50% +$477K
MMM icon
87
3M
MMM
$90.3B
$1.47M 0.16%
10,000
-40,000
-80% -$5.88M
VTRS icon
88
Viatris
VTRS
$20.3B
$1.33M 0.15%
152,991
– –
WBA
89
DELISTED
Walgreens Boots Alliance
WBA
$1.23M 0.14%
110,000
– –
GPC icon
90
Genuine Parts
GPC
$17.2B
$1.19M 0.13%
10,000
– –
TFC icon
91
Truist Financial
TFC
$63.2B
$1.15M 0.13%
28,000
– –
BETR icon
92
Better Home & Finance Holding
BETR
$432M
$1.1M 0.12%
101,157
-29,497
-23% -$319K
HD icon
93
Home Depot
HD
$329B
$1.1M 0.12%
3,000
– –
MCD icon
94
McDonald's
MCD
$191B
$1.09M 0.12%
+3,500
New +$1.05M
EW icon
95
Edwards Lifesciences
EW
$49.8B
$1.09M 0.12%
15,000
– –
SWK icon
96
Stanley Black & Decker
SWK
$14.2B
$1.02M 0.11%
13,207
+1,207
+10% +$102K
BIDU icon
97
Baidu
BIDU
$36.7B
$1.01M 0.11%
11,000
– –
MU icon
98
Micron Technology
MU
$945B
$956K 0.11%
11,000
-9,000
-45% -$864K
SOLV icon
99
Solventum
SOLV
$14.7B
$951K 0.11%
12,500
– –
ACN icon
100
Accenture
ACN
$99.9B
$936K 0.11%
+3,000
New +$1.06M
1 2 3
4
5

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CL
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GCM
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RIM
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UM
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OC
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BCM
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AAM
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Ally Financial's Q1 2025 Portfolio in Review

As of Q1 2025, Ally Financial held 121 positions worth $891M, up 8.7% from $820M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Ally Financial deployed $94.9M of net new capital in Q1 2025, opening 14 new positions and adding to 31 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 45,000 shares worth $25.2M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $5.98M trimmed.

  • Ally Financial's largest Q1 2025 buy was State Street SPDR S&P 500 ETF Trust: 45,000 shares worth $25.2M.
  • Ally Financial added most to Invesco S&P 500 Equal Weight ETF in Q1 2025, an estimated $29.3M increase.
  • Ally Financial's biggest Q1 2025 reduction was Alphabet (Google) Class A, cutting an estimated $5.98M.
  • Ally Financial fully exited AT&T in Q1 2025, selling an estimated $15.8M.
  • Ally Financial's ten largest holdings make up 57% of its $891M portfolio in Q1 2025.
  • Ally Financial opened 14 new positions and closed 12 in Q1 2025.
  • Ally Financial's portfolio value rose 8.7% quarter-over-quarter to $891M.

Based on Ally Financial's 13F filing for Q1 2025, filed 14 May 2025.