Stephens Group Asset Management 13F annual report
Stephens Group Asset Management is an investment fund managing more than $1.1 trillion ran by Angela Martin. There are currently 6 companies in Mrs. Martin’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $909 billion.
$1.1 trillion Assets Under Management (AUM)
As of 3rd July 2024, Stephens Group Asset Management’s top holding is 2,889,980 shares of Vanguard Index Fds currently worth over $572 billion and making up 52.1% of the portfolio value.
In addition, the fund holds 2,585,246 shares of Ishares Tr worth $338 billion.
The third-largest holding is Spdr Ser Tr worth $99.5 billion and the next is Schwab Strategic Tr worth $62.3 billion, with 1,234,964 shares owned.
Currently, Stephens Group Asset Management's portfolio is worth at least $1.1 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Stephens Group Asset Management
The Stephens Group Asset Management office and employees reside in Little Rock, Arkansas. According to the last 13-F report filed with the SEC, Angela Martin serves as the CCO at Stephens Group Asset Management.
Recent trades
In the most recent 13F filing, Stephens Group Asset Management revealed that it had increased its stake in Vanguard Index Fds and bought 22,601 additional shares worth around .
One of the average hedge funds
The two most similar investment funds to Stephens Group Asset Management are 12 West Capital Management L.P. and 1900 Wealth Management. They manage $1.1 trillion and $1.1 trillion respectively.
The complete list of Stephens Group Asset Management trades based on 13F SEC filings
These positions were updated on July 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
0.79%
2,889,980
|
$571,658,650,000 | 52.14% |
| Ishares Tr |
0.13%
2,585,246
|
$337,805,327,000 | 30.81% |
| Spdr Ser Tr |
1.52%
3,351,486
|
$99,526,127,000 | 9.08% |
| Schwab Strategic Tr |
1.40%
1,234,964
|
$62,342,419,000 | 5.69% |
| Vanguard Scottsdale Fds |
25.30%
348,347
|
$20,311,867,000 | 1.85% |
| Ishares Inc |
1.22%
89,672
|
$4,800,143,000 | 0.44% |
| No transactions found | |||
| Showing first 500 out of 6 holdings | |||
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