New York Life Invest
New York Life Invest
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
781
Market Value
$11.8B
Portfolio Analysis
AIPreviewI. Institutional Overview
New York Life Invest, the investment management arm of the historic New York Life Insurance Company, represents a sophisticated archetype of institutional capital management. As of the first quarter of 2026, the institution manages a reported portfolio value of approximately $11.82 billion. This scale places it among the significant "tier-one" institutional...
The scale of the institution has remained relatively robust, reflecting a stable capital base that is characteristic of insurance-linked asset managers. Unlike high-frequency hedge funds or hyper-concentrated venture-style public equity funds, New York Life Invest utilizes its $11.82 billion AUM to capture broad market betas while making surgical "alpha"...
A defining characteristic of this institution’s psychological portrait is its reliance on internal product structures. A significant portion of its top holdings consists of its own branded exchange-traded funds, such as the NYLI Candriam and NYLI MacKay series. This indicates a "fund-of-funds" internal logic, where the central investment committee allocates...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$NVDA
NVIDIA Corporation
5.2%
% of Portfolio
$AAPL
Apple Inc.
4.9%
% of Portfolio
$MSFT
Microsoft Corporation
3.5%
% of Portfolio
$AMZN
Amazon.com, Inc.
2.6%
% of Portfolio
$ETF-IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
2.3%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| NVDA | 5.2% | 5.4% | 5.5% | 4.9% |
| AAPL | 4.9% | 4.9% | 4.8% | 4.2% |
| MSFT | 3.5% | 4.5% | 4.8% | 5.0% |
| AMZN | 2.6% | 2.8% | 2.5% | 2.6% |
| ETF-IQSM | 2.3% | - | 1.8% | 1.9% |
| ETF-CPLB | 2.3% | 2.3% | 2.4% | 2.6% |
| GOOGL | 2.3% | 2.3% | 1.8% | - |
| ETF-IQSU | 2.1% | 1.7% | 2.1% | 2.2% |
| AVGO | 1.8% | 2.0% | 1.9% | 1.6% |
| ETF-LRND | 1.7% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
All Holdings
$NVDA
5.2%
$AAPL
4.9%
$MSFT
3.5%
$AMZN
2.6%
$ETF-IQSM
2.3%
$ETF-CPLB
2.3%
$GOOGL
2.3%
$ETF-IQSU
2.1%
$AVGO
1.8%
$ETF-LRND
1.7%
$GOOG
1.7%
$META
1.6%
$ETF-IQSI
1.5%
$ETF-MGC
1.5%
$TSLA
1.3%
$ETF-FLOT
1.3%
$ETF-VGSH
1.1%
$ETF-SECR
1.0%
$BRK.B
1.0%
$ETF-IQHI
0.9%
$LLY
0.9%
$JPM
0.9%
$ETF-HFXI
0.9%
$ETF-IWLG
0.8%
$XOM
0.8%
$ETF-IEFA
0.8%
$JNJ
0.7%
$WMT
0.6%
$V
0.6%
$ETF-VEA
0.6%
$ETF-AGG
0.6%
$ETF-FLBL
0.5%
$COST
0.5%
$MA
0.5%
$MU
0.5%
$NFLX
0.5%
$CVX
0.5%
$ABBV
0.5%
$ETF-SCHA
0.4%
$ETF-VO
0.4%
$PG
0.4%
$AMD
0.4%
$ETF-IJR
0.4%
$CSCO
0.4%
$HD
0.4%
$BAC
0.4%
$ETF-FLRN
0.4%
$PLTR
0.4%
$CAT
0.4%
$ETF-EMXC
0.4%