NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings766 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.4M | $631.4M | 5.4% | $115.32 | +62.62% | 15 qtrssince 2022-Q2 | Increased 62 |
APPLE INC | 2.1M | $571.6M | 4.9% | $136.77 | +98.24% | 15 qtrssince 2022-Q2 | Decreased 0 |
MICROSOFT CORP | 1.1M | $524.6M | 4.5% | $258.80 | +88.36% | 15 qtrssince 2022-Q2 | Increased 59 |
AMAZON.COM INC | 1.4M | $323.4M | 2.8% | $126.60 | +83.67% | 15 qtrssince 2022-Q2 | Increased 56 |
NEW YORK LIFE INVTS ACTIVE E | 12.8M | $271.7M | 2.3% | $18.88 | +12.09% | 16 qtrssince 2022-Q1 | Decreased 0 |
ALPHABET INC-CL A | 860,513 | $269.3M | 2.3% | $107.54 | +191.85% | 15 qtrssince 2022-Q2 | Increased 55 |
BROADCOM INC | 657,003 | $227.4M | 2.0% | $166.74 | +109.81% | 15 qtrssince 2022-Q2 | Increased 50 |
ALPHABET INC-CL C | 674,789 | $211.7M | 1.8% | $103.08 | +205.16% | 15 qtrssince 2022-Q2 | Increased 49 |
NEW YORK LIFE INVESTMENTS ET | 3.7M | $201.8M | 1.7% | $29.06 | +89.77% | 23 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 303,463 | $200.3M | 1.7% | $184.12 | +261.70% | 15 qtrssince 2022-Q2 | Increased 49 |
NEW YORK LIFE INVESTMENTS ET | 5.8M | $200M | 1.7% | $27.16 | +28.81% | 13 qtrssince 2022-Q4 | Decreased 0 |
TESLA INC | 408,321 | $183.6M | 1.6% | $255.61 | +77.78% | 15 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MEGA CAP ETF | 704,229 | $176.9M | 1.5% | $172.60 | +46.48% | 23 qtrssince 2020-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 4.9M | $170.6M | 1.5% | $23.43 | +50.60% | 23 qtrssince 2020-Q2 | Decreased 0 |
VANGUARD SHORT-TERM TREASURY | 2.8M | $163.7M | 1.4% | $56.68 | +1.39% | 9 qtrssince 2023-Q4 | Increased 77 |
ISHARES FLOATING RATE BOND E | 3.1M | $159.4M | 1.4% | $44.59 | +11.36% | 15 qtrssince 2022-Q2 | Increased 49 |
NEW YORK LIFE INVTS ACTIVE E | 2.5M | $134.6M | 1.2% | $41.11 | +32.80% | 15 qtrssince 2022-Q2 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 250,490 | $125.9M | 1.1% | $282.99 | +78.00% | 15 qtrssince 2022-Q2 | Increased 48 |
ELI LILLY & CO | 112,960 | $121.4M | 1.0% | $357.05 | +199.54% | 15 qtrssince 2022-Q2 | Increased 49 |
NEW YORK LIFE INVTS ACTIVE E | 4.7M | $121M | 1.0% | $23.84 | +7.88% | 7 qtrssince 2024-Q2 | Increased 47 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $11.6B across 766 positions as of Q4 2025. Top holdings: NVDA (5.4%), AAPL (4.9%), MSFT (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 62 new positions, 100 exits, 273 increased. Top move: VGSH (INCREASED, conviction 77). Portfolio: $11.6B across 766 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