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Ally Financial Inc. — 13F Holdings & Portfolio

CIK 40729 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Ally Financial Inc. manages $775.0M in 13F-reported U.S. long-equity assets across 131 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RSP (10.13%), TLT (9.73%), MSFT (4.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 15, added to 60, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
ALLY DETROIT CENTER
500 WOODWARD AVE. FLOOR 10
DETROIT, MI 48226
Phone
(866) 710-4623
Filing Manager
Ally Financial Inc.
Detroit, MI
Signatory
Jeffrey A. Belisle
Assistant Secretary
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AUM

$775.0M

Long-equity book

Holdings

131

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+21 / −15 / ↑60 / ↓25

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Invesco S&p 500 Equal Weight Etf$53.4M +212.3%
  • Nvidia Corp$7.2M +26.5%
  • Mastercard Inc$6.1M +84.3%
  • Unitedhealth Group Inc$4.4M +53.6%
  • Meta Platforms Inc$3.3M +16.5%
Show all 60 →

Top Trims

  • Alphabet Inc-$11.2M -59.6%
  • Apple Inc-$6.8M -70.0%
  • Amazon.com Inc-$5.6M -15.1%
  • Eli Lilly & Co-$5.4M -69.3%
  • Ishares Core S&p Small-cap Etf-$4.6M -46.3%
Show all 25 →

New Positions

  • Vanguard Ftse Developed Markets Etf$13.2M
  • State Street Utilities Select Sector Spdr Etf$10.1M
  • Tesla Inc$5.5M
  • Northrop Grumman Corp$5.1M
  • Mcdonald's Corp$4.9M
Show all 21 →

Exited Positions

  • State Street Spdr S&p 500 Etf Trust$95.6M
  • Invesco Qqq Trust Series 1$24.8M
  • Oracle Corp$10.1M
  • Jpmorgan Chase & Co$9.7M
  • Target Corp$5.8M
Show all 15 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Invesco S&p 500 Equal Weight Etf RSP 46137V357 $78.5M 10.13% 369,000 SH
2 Ishares 20 Year Treasury Bond Etf TLT 464287432 $75.4M 9.73% 873,000 SH
3 Microsoft Corp MSFT 594918104 $35.4M 4.57% 95,000 SH
4 Nvidia Corp NVDA 67066G104 $34.4M 4.44% 172,000 SH
5 Amazon.com Inc AMZN 023135106 $31.5M 4.06% 132,000 SH
6 Meta Platforms Inc META 30303M102 $23.7M 3.05% 42,000 SH
7 Berkshire Hathaway Inc BRK.B 084670702 $21.0M 2.71% 42,000 SH
8 Pepsico Inc PEP 713448108 $15.3M 1.97% 113,000 SH
9 Mastercard Inc MA 57636Q104 $13.4M 1.72% 26,000 SH
10 Vanguard Ftse Developed Markets Etf VEA 921943858 $13.2M 1.70% 185,000 SH
11 Broadcom Inc AVGO 11135F101 $12.8M 1.66% 34,000 SH
12 Unitedhealth Group Inc UNH 91324P102 $12.5M 1.61% 30,000 SH
13 Verizon Communications Inc VZ 92343V104 $12.3M 1.58% 290,000 SH
14 Visa Inc V 92826C839 $11.7M 1.51% 34,000 SH
15 Pfizer Inc PFE 717081103 $10.7M 1.39% 446,000 SH
16 State Street Utilities Select Sector Spdr Etf XLU 81369Y886 $10.1M 1.30% 222,000 SH
17 Danaher Corp DHR 235851102 $9.0M 1.16% 47,000 SH
18 Anheuser-busch Inbev Sa/nv BUD 03524A108 $8.7M 1.12% 105,000 SH
19 Thermo Fisher Scientific Inc TMO 883556102 $8.5M 1.10% 17,000 SH
20 Alphabet Inc GOOG 02079K107 $7.6M 0.98% 21,500 SH
21 Boeing Co/the BA 097023105 $7.6M 0.98% 35,000 SH
22 Alphabet Inc GOOGL 02079K305 $7.5M 0.97% 21,000 SH
23 Abbott Laboratories ABT 002824100 $7.3M 0.95% 81,000 SH
24 Procter & Gamble Co/the PG 742718109 $7.3M 0.95% 50,000 SH
25 Netflix Inc NFLX 64110L106 $7.1M 0.92% 100,000 SH
26 Walt Disney Co/the DIS 254687106 $6.9M 0.89% 72,000 SH
27 Air Products And Chemicals Inc APD 009158106 $6.7M 0.87% 23,000 SH
28 United Parcel Service Inc UPS 911312106 $6.5M 0.83% 60,000 SH
29 Bank Of America Corp BAC 060505104 $5.7M 0.74% 100,000 SH
30 Tesla Inc TSLA 88160R101 $5.5M 0.71% 13,000 SH
31 Nike Inc NKE 654106103 $5.5M 0.70% 133,000 SH
32 Ishares Core S&p Small-cap Etf IJR 464287804 $5.3M 0.69% 36,000 SH
33 Wells Fargo & Co WFC 949746101 $5.2M 0.67% 63,000 SH
34 Uber Technologies Inc UBER 90353T100 $5.2M 0.67% 72,000 SH
35 Northrop Grumman Corp NOC 666807102 $5.1M 0.66% 10,000 SH
36 Salesforce Inc CRM 79466L302 $5.1M 0.66% 32,500 SH
37 American Tower Corp AMT 03027X100 $5.1M 0.65% 31,000 SH
38 Mcdonald's Corp MCD 580135101 $4.9M 0.63% 18,000 SH
39 Blackrock Inc BLK 09290D101 $4.8M 0.62% 5,000 SH
40 Franklin Resources Inc BEN 354613101 $4.7M 0.60% 140,000 SH
41 Elevance Health Inc ELV 036752103 $4.6M 0.60% 12,000 SH
42 Kkr & Co Inc KKR 48251W104 $4.6M 0.59% 50,000 SH
43 Merck & Co Inc MRK 58933Y105 $4.5M 0.58% 35,000 SH
44 Warner Bros Discovery Inc WBD 934423104 $4.5M 0.58% 168,132 SH
45 Adobe Inc ADBE 00724F101 $4.2M 0.54% 20,500 SH
46 Stryker Corp SYK 863667101 $4.1M 0.53% 13,000 SH
47 Paypal Holdings Inc PYPL 70450Y103 $4.1M 0.52% 94,000 SH
48 Automatic Data Processing Inc ADP 053015103 $4.0M 0.52% 18,000 SH
49 Intuitive Surgical Inc ISRG 46120E602 $4.0M 0.51% 10,000 SH
50 Becton Dickinson & Co BDX 075887109 $3.9M 0.51% 26,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $775.0M 131 0000040729-26-000019
2026-03-31 2026-05-12 $803.8M 125 0000040729-26-000014
2025-12-31 2026-02-13 $819.0M 110 0000040729-26-000003
2025-09-30 2025-11-13 $809.9M 105 0000040729-25-000027
2024-06-30 2024-08-13 $806.2M 113 0000040729-24-000020