NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings804 positions
NVIDIA Corp | 3.3M | $620.1M | 5.5% | $22.82 | +715.83% | 14 qtrssince 2022-Q2 | Increased 61 |
Microsoft Corp | 1.1M | $550.9M | 4.8% | $249.33 | +106.04% | 14 qtrssince 2022-Q2 | Decreased 0 |
Apple Inc | 2.1M | $542.4M | 4.8% | $136.77 | +85.49% | 14 qtrssince 2022-Q2 | Decreased 0 |
Amazon.com Inc | 1.3M | $290.2M | 2.6% | $117.67 | +86.60% | 14 qtrssince 2022-Q2 | Increased 54 |
INDEXIQ ACTIVE ETF TR | 12.9M | $275.6M | 2.4% | $18.37 | +9.80% | 15 qtrssince 2022-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 4.5M | $241M | 2.1% | $29.09 | +81.05% | 22 qtrssince 2020-Q2 | Decreased 0 |
Facebook Inc | 295,516 | $217M | 1.9% | $168.12 | +335.33% | 14 qtrssince 2022-Q2 | Decreased 0 |
Broadcom Inc | 639,045 | $210.8M | 1.9% | $56.20 | +482.70% | 14 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.2M | $209M | 1.8% | $27.16 | +24.50% | 12 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc | 822,975 | $200.1M | 1.8% | $108.52 | +123.43% | 14 qtrssince 2022-Q2 | Decreased 0 |
Tesla Inc | 409,457 | $182.1M | 1.6% | $228.20 | +94.88% | 14 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD WORLD FD | 711,400 | $173.6M | 1.5% | $171.86 | +40.93% | 22 qtrssince 2020-Q2 | Increased 58 |
INDEXIQ ETF TR | 5M | $171.8M | 1.5% | $22.72 | +45.65% | 22 qtrssince 2020-Q2 | Increased 49 |
Alphabet Inc | 660,372 | $160.8M | 1.4% | $108.67 | +123.53% | 14 qtrssince 2022-Q2 | Decreased 0 |
iShares Floating Rate Bond ETF | 3.1M | $157.2M | 1.4% | $44.50 | +10.33% | 14 qtrssince 2022-Q2 | Increased 58 |
Berkshire Hathaway Inc | 248,035 | $124.7M | 1.1% | $280.38 | +79.31% | 14 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 2.3M | $124.7M | 1.1% | $40.10 | +33.74% | 14 qtrssince 2022-Q2 | Increased 50 |
NEW YORK LIFE INVTS ACTIVE E | 4.7M | $123M | 1.1% | $23.09 | +6.57% | 6 qtrssince 2024-Q2 | Decreased 0 |
JPMorgan Chase & Co | 373,446 | $117.8M | 1.0% | $103.30 | +199.61% | 14 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ETF TR | 3.5M | $108.3M | 1.0% | $15.60 | +92.03% | 27 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $11.4B across 804 positions as of Q3 2025. Top holdings: NVDA (5.5%), MSFT (4.8%), AAPL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 49 new positions, 43 exits, 131 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $11.4B across 804 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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