Aflac Inc — 13F Holdings & Portfolio
CIK 4977 · latest 13F-HR filed 2026-08-07
Aflac Inc manages $92.6M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TRUP (97.24%), PGY (2.57%), LIFE (0.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 3 existing positions rose in reported value and 0 fell.
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.
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AUM
$92.6M
Long-equity book
Holdings
4
Distinct positions
Period
2026-06-30
Filed 2026-08-07
Q/Q Activity
+0 / −0 / ↑3 / ↓0
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2026.
Assets Under Management
$133.47B
Discretionary
$118.60B
Employees
110
Accounts
12
Address
100 WALL STREET, 29TH FLOOR
NEW YORK, NY 10005
NEW YORK, NY 10005
Phone
(212) 510-4600
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| AFLAC INC. Control | MEMBER since Oct 2017 | 75% or more | Domestic Entity |
| AMISSAH, REBECCA, BINEY Control | MD, GLOBAL HEAD OF LEGAL & COMPLIANCE, ASSISTANT SECRETARY since Oct 2017 | Less than 5% | Individual |
| BLACKMON, ROBIN, R LITTRELL Control | DIRECTOR since Jan 2024 | Less than 5% | Individual |
| BRODEN, MAX, KRISTIAN Control | DIRECTOR since Jan 2024 | Less than 5% | Individual |
| COLE, CATHERINE, FRANCES Control | MD, HEAD OF PRIVATE ASSETS AND STRATEGIC PARTNERSHIPS since Nov 2023 | Less than 5% | Individual |
| DYSLIN, BRADLEY, EUGENE Control | PRESIDENT AND GLOBAL CHIEF INVESTMENT OFFICER since Jan 2023 | Less than 5% | Individual |
| Haywood, Jeffrey, Coddington Control | D, CHIEF COMPLIANCE OFFICER since Aug 2025 | Less than 5% | Individual |
| LIU, XIAOMEI Control | MD, GLOBAL HEAD OF CREDIT since Jan 2023 | Less than 5% | Individual |
| Nobles, Tsana, Windflower Control | DIRECTOR since Mar 2025 | Less than 5% | Individual |
| RIZZO, JAMES, MICHAEL Control | MD, U.S. CHIEF INVESTMENT OFFICER since Jul 2023 | Less than 5% | Individual |
| Small, Lingmiao, Wang Control | D, DEPUTY CHIEF RISK OFFICER since Mar 2025 | Less than 5% | Individual |
| Tachikawa, Alan Control | MD, CHIEF FINANCIAL OFFICER since Aug 2022 | Less than 5% | Individual |
| YAMAMOTO, HIDETO Control | DIRECTOR since Oct 2017 | Less than 5% | Individual |
Ownership & leadership changes · 14 filings with changes since Dec 16, 2020
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- ChangedAMISSAH, REBECCA, BINEY · title MD, GLOBAL HEAD OF LEGAL & REGULATORY, ASSISTANT SECRETARY → MD, GLOBAL HEAD OF LEGAL & COMPLIANCE, ASSISTANT SECRETARY
- ChangedHaywood, Jeffrey, Coddington · title VP, CHIEF COMPLIANCE OFFICER - U.S. → D, CHIEF COMPLIANCE OFFICER
Aug 11, 2025 filing
- AddedHaywood, Jeffrey, Coddington · VP, CHIEF COMPLIANCE OFFICER - U.S. · Less than 5% · control person
- ChangedAMISSAH, REBECCA, BINEY · title MD, GLOBAL HEAD OF LEGAL & REGULATORY, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY → MD, GLOBAL HEAD OF LEGAL & REGULATORY, ASSISTANT SECRETARY
Jul 24, 2025 filing
- No longer listedFRIEDMAN, BARBARA, THORDIS · SMD, GLOBAL HEAD OF LEGAL & REGULATORY AND ASSISTANT SECRETARY · Less than 5% · control person · listed since Oct 2017
- ChangedAMISSAH, REBECCA, BINEY · title MD, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY → MD, GLOBAL HEAD OF LEGAL & REGULATORY, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY
- ChangedCOLE, CATHERINE, FRANCES · title MD, HEAD OF PRIVATE DEBT EMP, STRATEGIC PARTNERSHIPS, AND BUSINESS DEVELOPMENT → MD, HEAD OF PRIVATE ASSETS AND STRATEGIC PARTNERSHIPS
Mar 28, 2025 filing
- AddedSmall, Lingmiao, Wang · D, DEPUTY CHIEF RISK OFFICER · Less than 5% · control person
- ChangedNobles, Tsana, Windflower · title SMD, CHIEF RISK OFFICER → DIRECTOR
Jul 24, 2024 filing
- No longer listedSTEVENS, TIMOTHY, MALTBY · SMD, GLOBAL HEAD OF STRUCTURED PRIVATE CREDIT, ALTERNATIVES, MACRO STRATEGY, AND DERIVATIVES · Less than 5% · control person · listed since Sep 2021
Mar 28, 2024 filing
- No longer listedSHALHOUB, JOHN, GERARD · SMD, CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Oct 2021
- ChangedSTEVENS, TIMOTHY, MALTBY · title SMD, GLOBAL HEAD OF MACRO INVESTMENT STRATEGY, QUANTITATIVE RESEARCH & TRADING → SMD, GLOBAL HEAD OF STRUCTURED PRIVATE CREDIT, ALTERNATIVES, MACRO STRATEGY, AND DERIVATIVES
Jan 10, 2024 filing
- No longer listedCRAWFORD, FREDERICK, JOHN · DIRECTOR · Less than 5% · control person · listed since Oct 2017
- No longer listedHOWARD, JUNE, POSEY · DIRECTOR · Less than 5% · control person · listed since Oct 2017
- AddedBLACKMON, ROBIN, R LITTRELL · DIRECTOR · Less than 5% · control person
- AddedBRODEN, MAX, KRISTIAN · DIRECTOR · Less than 5% · control person
- AddedCOLE, CATHERINE, FRANCES · MD, HEAD OF PRIVATE DEBT EMP, STRATEGIC PARTNERSHIPS, AND BUSINESS DEVELOPMENT · Less than 5% · control person
Jul 28, 2023 filing
- No longer listedMCTAGUE, TERESA, QUARANTE · SMD, CIO-U.S., HD. OF AM RISK, GLOBAL HD. OF DIRECT LENDING, REAL ESTATE AND INFRA DEBT & GLOBAL HD OF ESG INV. STRATEGIES · Less than 5% · control person · listed since Feb 2021
- AddedLIU, XIAOMEI · MD, GLOBAL HEAD OF CREDIT · Less than 5% · control person
- AddedRIZZO, JAMES, MICHAEL · MD, U.S. CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedFRIEDMAN, BARBARA, THORDIS · title MD, GLOBAL HEAD OF LEGAL & REGULATORY AND ASSISTANT SECRETARY → SMD, GLOBAL HEAD OF LEGAL & REGULATORY AND ASSISTANT SECRETARY
- ChangedNobles, Tsana, Windflower · title DIRECTOR → SMD, CHIEF RISK OFFICER
- ChangedSTEVENS, TIMOTHY, MALTBY · title SMD, GLOBAL HEAD OF STRUCTURED CREDIT, ALTERNATIVES AND GROWTH INVESTING, MACRO, DERIVATIVES & TRADING → SMD, GLOBAL HEAD OF MACRO INVESTMENT STRATEGY, QUANTITATIVE RESEARCH & TRADING
Jan 27, 2023 filing
- No longer listedKIRSCH, ERIC, MARK · PRESIDENT AND GLOBAL CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Oct 2017
- ChangedDYSLIN, BRADLEY, EUGENE · title SMD, DEPUTY GLOBAL CHIEF INVESTMENT OFFICER, GLOBAL HEAD OF CREDIT AND STRATEGIC INVESTMENT OPPORTUNITIES → PRESIDENT AND GLOBAL CHIEF INVESTMENT OFFICER
Sep 22, 2022 filing
- AddedTachikawa, Alan · MD, CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedSHALHOUB, JOHN, GERARD · title MD, HEAD OF HUMAN RESOURCES AND CHIEF OF STAFF → SMD, CHIEF OPERATING OFFICER; now a control person
Older changes (5 more filings)
Mar 31, 2022 filing
- AddedNobles, Tsana, Windflower · DIRECTOR · Less than 5% · control person
Nov 16, 2021 filing
- No longer listedSCOTT, STEPHEN · MD, CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jul 2019
Oct 27, 2021 filing
- ChangedAMISSAH, REBECCA, BINEY · title DIR, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY → MD, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY
- ChangedMCTAGUE, TERESA, QUARANTE · title SMD, CHIEF INVESTMENT OFFICER-US, HEAD OF ASSET MANAGEMENT RISK,GLOBAL HEAD OF ESG INVESTMENT STRATEGIES → SMD, CIO-U.S., HD. OF AM RISK, GLOBAL HD. OF DIRECT LENDING, REAL ESTATE AND INFRA DEBT & GLOBAL HD OF ESG INV. STRATEGIES
- ChangedSTEVENS, TIMOTHY, MALTBY · title SMD, GLOBAL HEAD OF ALTERNATIVES AND GROWTH INVESTING, GLOBAL HEAD OF MACRO, DERIVATIVES, QUANTITATIVE RESEARCH AND TRADING → SMD, GLOBAL HEAD OF STRUCTURED CREDIT, ALTERNATIVES AND GROWTH INVESTING, MACRO, DERIVATIVES & TRADING
Mar 29, 2021 filing
- ChangedAMISSAH, REBECCA, BINEY · title CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY → DIR, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY
- ChangedDYSLIN, BRADLEY, EUGENE · title SENIOR MANAGING DIRECTOR, GLOBAL HEAD OF CREDIT AND CO-HEAD OF EXTERNAL MANAGEMENT PLATFORM → SMD, DEPUTY GLOBAL CHIEF INVESTMENT OFFICER, GLOBAL HEAD OF CREDIT AND STRATEGIC INVESTMENT OPPORTUNITIES
- ChangedFRIEDMAN, BARBARA, THORDIS · title MANAGING DIRECTOR, GLOBAL HEAD OF LEGAL & REGULATORY AND ASSISTANT SECRETARY → MD, GLOBAL HEAD OF LEGAL & REGULATORY AND ASSISTANT SECRETARY
- ChangedMCTAGUE, TERESA, QUARANTE · title SENIOR MANAGING DIRECTOR, U.S. CHIEF INVESTMENT OFFICER AND GLOBAL CO-HEAD OF EXTERNAL MANAGEMENT PLATFORM → SMD, CHIEF INVESTMENT OFFICER-US, HEAD OF ASSET MANAGEMENT RISK,GLOBAL HEAD OF ESG INVESTMENT STRATEGIES
- ChangedSCOTT, STEPHEN · title CHIEF FINANCIAL OFFICER → MD, CHIEF FINANCIAL OFFICER
- ChangedSHALHOUB, JOHN, GERARD · title MANAGING DIRECTOR, HEAD OF HUMAN RESOURCES AND CHIEF OF STAFF → MD, HEAD OF HUMAN RESOURCES AND CHIEF OF STAFF
- ChangedSTEVENS, TIMOTHY, MALTBY · title SENIOR MANAGING DIRECTOR, GLOBAL HEAD OF TRADING AND MACRO STRATEGY → SMD, GLOBAL HEAD OF ALTERNATIVES AND GROWTH INVESTING, GLOBAL HEAD OF MACRO, DERIVATIVES, QUANTITATIVE RESEARCH AND TRADING
Dec 16, 2020 filing (earliest on record)
- ListedAFLAC INC. · MEMBER · 75% or more · control person
- ListedAMISSAH, REBECCA, BINEY · CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY · Less than 5% · control person
- ListedCRAWFORD, FREDERICK, JOHN · DIRECTOR · Less than 5% · control person
- ListedDYSLIN, BRADLEY, EUGENE · SENIOR MANAGING DIRECTOR, GLOBAL HEAD OF CREDIT AND CO-HEAD OF EXTERNAL MANAGEMENT PLATFORM · Less than 5% · control person
- ListedFRIEDMAN, BARBARA, THORDIS · MANAGING DIRECTOR, GLOBAL HEAD OF LEGAL & REGULATORY AND ASSISTANT SECRETARY · Less than 5% · control person
- ListedHOWARD, JUNE, POSEY · DIRECTOR · Less than 5% · control person
- ListedKIRSCH, ERIC, MARK · PRESIDENT AND GLOBAL CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedMCTAGUE, TERESA, QUARANTE · SENIOR MANAGING DIRECTOR, U.S. CHIEF INVESTMENT OFFICER AND GLOBAL CO-HEAD OF EXTERNAL MANAGEMENT PLATFORM · Less than 5% · control person
- ListedSCOTT, STEPHEN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedSHALHOUB, JOHN, GERARD · MANAGING DIRECTOR, HEAD OF HUMAN RESOURCES AND CHIEF OF STAFF · Less than 5%
- ListedSTEVENS, TIMOTHY, MALTBY · SENIOR MANAGING DIRECTOR, GLOBAL HEAD OF TRADING AND MACRO STRATEGY · Less than 5% · control person
- ListedYAMAMOTO, HIDETO · DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- PAGAYA TECHNOLOGIES LTD$860.1K +56.7%
- ETHOS TECHNOLOGIES INC$62.0K +62.4%
- PAGAYA TECHNOLOGIES LTD$4.5K +38.2%
Aflac Inc Holdings (2026-06-30)
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).
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $92.6M | 4 | 0001628280-26-054625 |
| 2026-03-31 | 2026-05-06 | $94.8M | 4 | 0001628280-26-030936 |
| 2025-12-31 | 2026-02-06 | $138.7M | 3 | 0001628280-26-006054 |
Filer Information
Address
1932 WYNNTON RDCOLUMBUS, GA 31999
Phone
(706) 323-3431
Filing Manager
Aflac Inc
Columbus, GA
Signatory
Robin Blackmon
SVP, Chief Accounting Officer