Grufity logo
Grufity logo

Latest Voya Financial Advisors, Inc. Stock Portfolio

$1.00Billion | No. of Holdings #209

Voya Financial Advisors, Inc. Performance

2026 Q1-4.20%
YTD-4.20%
2025+11.27%

About Voya Financial Advisors, Inc. and 13F Hedge Fund Stock Holdings

Voya Financial Advisors, Inc. is a hedge fund based in Windsor, CT. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Voya Financial Advisors, Inc. reported an equity portfolio of $1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Voya Financial Advisors, Inc. are VB, BIV, VEU. The fund has invested 21.1% of it's portfolio in VANGUARD INDEX FDS and 15.7% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), BLUE OWL CAPITAL INC (OWL) and INTUIT (INTU) stocks. They significantly reduced their stock positions in ISHARES TR (AOA), EBAY INC. (EBAY) and TRANSDIGM GROUP INC (TDG). Voya Financial Advisors, Inc. opened new stock positions in DEXCOM INC (DXCM), WATSCO INC (WSO) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC IRELAND (ACN), VANGUARD INTL EQUITY INDEX F (VEU) and CISCO SYS INC (CSCO).
Voya Financial Advisors, Inc. Equity Portfolio Value
Last Reported on: 12 May, 2026
$1.00Billion
  as of May 12, 2026

Voya Financial Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Voya Financial Advisors, Inc. made a return of -4.2% in the last quarter. In trailing 12 months, it's portfolio return was 8.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dexcom inc640,304
watsco inc494,413
astrazeneca plc473,972
ferguson enterprises inc432,888
waters corp357,691
aon plc350,672
amrize ltd348,086
stryker corporation347,086
New stocks bought by Voya Financial Advisors, Inc.

Additions

Ticker% Inc.
accenture plc ireland96.12
vanguard intl equity index f73.98
cisco sys inc68.39
delta air lines inc57.61
spdr series trust55.24
oracle corp44.88
uber technologies inc32.55
spdr index shs fds31.32
Additions to existing portfolio by Voya Financial Advisors, Inc.

Reductions

Ticker% Reduced
ishares tr-61.46
ebay inc.-60.63
transdigm group inc-46.03
diageo plc-42.73
lam research corp-42.29
generac hldgs inc-41.43
vertiv holdings co-36.56
costar group inc-34.88
Voya Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
blue owl capital inc-495,244
alkami technology inc-217,807
the trade desk inc-280,593
draftkings inc new-219,640
astrazeneca plc-545,035
kroger co-273,102
workiva inc-310,213
freshpet inc-217,740
Voya Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

Voya Financial Advisors, Inc. has about 81.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Energy
  • Industrials
  • Consumer Cyclical
  • Communication Services
Sector%
Others81.9
Technology3.3
Financial Services2.7
Healthcare2.3
Energy2
Industrials1.9
Consumer Cyclical1.9
Communication Services1.9

Market Cap. Distribution

Voya Financial Advisors, Inc. has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED81.8
LARGE-CAP9.5
MEGA-CAP8.2

Stocks belong to which Index?

About 17% of the stocks held by Voya Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others82.9
S&P 50017
Top 5 Winners (%)%
COP
conocophillips
43.8 %
VRT
vertiv holdings co
42.2 %
SLB
slb limited
39.8 %
XOM
exxon mobil corp
39.5 %
CVX
chevron corporation
38.6 %
Top 5 Winners ($)$
XOM
exxon mobil corp
3.4 M
LMT
lockheed martin corp
1.0 M
AMAT
applied matls inc
1.0 M
COP
conocophillips
0.7 M
APD
air products and chemicals i
0.3 M
Top 5 Losers (%)%
FICO
fair isaac corp
-35.7 %
CSGP
costar group inc
-34.0 %
NOW
servicenow inc
-32.9 %
CRM
salesforce inc
-32.5 %
SAP
sap se
-31.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-18.7 M
IJR
ishares tr
-3.0 M
MSFT
microsoft corp
-2.6 M
BIV
vanguard bd index fds
-2.5 M
VB
vanguard index fds
-2.2 M

Voya Financial Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Voya Financial Advisors, Inc.

Voya Financial Advisors, Inc. has 209 stocks in it's portfolio. About 72.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Voya Financial Advisors, Inc. last quarter.

$1.00BTotal Value
238Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Voya Financial Advisors, Inc., last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
4.11%813,206
$41.24M
4.11%
decreased 1.56 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
1.4%178,019
$14.01M
1.4%
decreased 1.44 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
0.24%25,926
$2.44M
0.24%
increased 7.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
0.18%15,024
$1.77M
0.18%
increased 13.37 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
0.13%11,822
$1.30M
0.13%
increased 13.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
0.13%24,005
$1.26M
0.13%
increased 8.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
0.05%8,805
$460.6K
0.05%
increased 9.51 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
0.04%10,755
$441.3K
0.04%
increased 6.52 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Voya Financial Advisors, Inc.'s holding in Ishares Tr over time
0.03%3,528
$327.9K
0.03%
increased 5.95 percentadded