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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
-9.83%
1 Year Est. Return
+57.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.17B
AUM Growth
-$257M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
$14B
$1.98B 91.14%
81,332,319
– –
JEF icon
2
Jefferies Financial Group
JEF
$12.7B
$192M 8.86%
4,654,362
– –

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Massachusetts Mutual Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Massachusetts Mutual Life Insurance held 2 positions worth $2.17B, down 11% from $2.43B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: 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 ten largest holdings make up 100% of its $2.17B portfolio in Q1 2026.
  • Massachusetts Mutual Life Insurance opened 0 new positions and closed 0 in Q1 2026.
  • Massachusetts Mutual Life Insurance's portfolio value fell 11% quarter-over-quarter to $2.17B.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.