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MMLI

Massachusetts Mutual Life Insurance Portfolio holdings

AUM $2.38B
1-Year Est. Return 57.6%
This Fund
S&P 500
This Quarter Est. Return
+12.16%
1 Year Est. Return
+57.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.43B
AUM Growth
+$255M
Cap. Flow
-$49.8K
Cap. Flow %
-0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
JEF icon
Jefferies Financial Group
JEF
+$49.8K

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVZ icon
1
Invesco
IVZ
$14.3B
$2.14B 88.11%
81,332,319
– –
JEF icon
2
Jefferies Financial Group
JEF
$12B
$288M 11.89%
4,654,362
-869
-0% -$49.8K

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Massachusetts Mutual Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Massachusetts Mutual Life Insurance held 2 positions worth $2.43B, up 12% from $2.17B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Massachusetts Mutual Life Insurance opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.

  • Massachusetts Mutual Life Insurance's biggest Q4 2025 reduction was Jefferies Financial Group, cutting an estimated $49.8K.
  • Massachusetts Mutual Life Insurance's ten largest holdings make up 100% of its $2.43B portfolio in Q4 2025.
  • Massachusetts Mutual Life Insurance opened 0 new positions and closed 0 in Q4 2025.
  • Massachusetts Mutual Life Insurance's portfolio value rose 12% quarter-over-quarter to $2.43B.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.