DOSSIER · 13F-HR · Q1 2026

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NEW YORK LIFE INVESTMENT's hedge fund based in Chicago, IL $11.8B in tracked AUM across 781 positions as of Q1 2026.

NY
NEW YORK LIFE INVESTMENT·Chicago, IL·Hedge Fund
CIK 0001133639 · last filed Mar 31, 2026
Total AUM
$11.8B
5.1%
vs prior
Holdings
781
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: NEW YORK LIFE INVESTMENT MANAGEMENT LLC
1. Portfolio Overview

New York Life Investment Management LLC (NYLIM) manages a substantial and diversified portfolio valued at approximately $11.37 billion as of September 30, 2025. This represents a growth of +6.5% from the previous quarter's value of $10.68 billion. The portfolio is highly fragmented, comprising 804 total holdings, which indicates a strategy focused on broad diversification and risk miti...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$619M3.5M5.2%
02
AAPL
APPLE INC
$574M2.3M4.9%
03
MSFT
MICROSOFT CORP
$416M1.1M3.5%
04
AMZN
AMAZON COM INC
$306M1.5M2.6%
05
IQSM
NEW YORK LIFE INVESTMENTS ET
$271M7.8M2.3%
06
CPLB
NEW YORK LIFE INVTS ACTIVE E
$270M12.9M2.3%
07
GOOGL
ALPHABET INC
$266M926K2.3%
08
IQSU
NEW YORK LIFE INVESTMENTS ET
$252M4.9M2.1%
09
AVGO
BROADCOM INC
$214M691K1.8%
10
LRND
NEW YORK LIFE INVESTMENTS ET
$201M5.4M1.7%

Filing history

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