Latest Ally Financial Inc. Stock Portfolio

$803Million– No. of Holdings #125

Ally Financial Inc. Performance:

2026 Q1: -4.01%YTD: -4.01%2025: 4.33%

Performance for 2026 Q1 is -4.01%, and YTD is -4.01%, and 2025 is 4.33%.

About Ally Financial Inc. and 13F Hedge Fund Stock Holdings

Ally Financial Inc. is a hedge fund based in Charlotte, NC. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ally Financial Inc. reported an equity portfolio of $803.8 Millions as of 31 Mar, 2026.

The top stock holdings of Ally Financial Inc. are SPY, IJR, AMZN. The fund has invested 11.9% of it's portfolio in STATE STREET SPDR S&P 500 ETF TRUST and 9.4% of portfolio in ISHARES 20 YEAR TREASURY BOND ETF.

The fund managers got completely rid off LOCKHEED MARTIN CORP (LMT), MCDONALD'S CORP (MCD) and INTEL CORP (INTC) stocks. They significantly reduced their stock positions in ISHARES CORE S&P SMALL-CAP ETF (IJR), MERCK & CO INC (MRK) and LINDE PLC (LIN). Ally Financial Inc. opened new stock positions in STATE STREET SPDR S&P 500 ETF TRUST (SPY), INVESCO QQQ TRUST SERIES 1 (QQQ) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), BOSTON SCIENTIFIC CORP (BSX) and THERMO FISHER SCIENTIFIC INC (TMO).

Ally Financial Inc. Equity Portfolio Value

Last Reported on: 12 May, 2026

Ally Financial Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Ally Financial Inc. made a return of -4.01% in the last quarter. In trailing 12 months, it's portfolio return was 1.92%.

Performance
S&P 500

New Buys

Ticker	$ Bought
state street spdr s&p 500 etf trust	95,600,000
invesco qqq trust series 1	24,818,700
alphabet inc	18,789,300
broadcom inc	11,916,100
jpmorgan chase & co	9,707,280
booking holdings inc	3,368,260
stryker corp	2,957,310
ecolab inc	2,660,200

New stocks bought by Ally Financial Inc.

Additions

Ticker	% Inc.
apple inc	533
boston scientific corp	500
thermo fisher scientific inc	450
kkr & co inc	212
abbott laboratories	166
oracle corp	163
blackrock inc	150
home depot inc/the	144

Additions to existing portfolio by Ally Financial Inc.

Reductions

Ticker	% Reduced
ishares core s&p small-cap etf	-87.52
merck & co inc	-83.66
linde plc	-83.33
invesco s&p 500 equal weight etf	-82.94
us bancorp	-69.23
honeywell international inc	-50.00
slb ltd	-33.33

Ally Financial Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
intel corp	-4,907,700
csx corp	-4,495,000
elanco animal health inc	-1,787,770
truist financial corp	-2,509,710
coca-cola co/the	-3,145,950
altria group inc	-2,479,380
mcdonald's corp	-5,501,340
texas instruments inc	-2,775,840

Ally Financial Inc. got rid off the above stocks

Sector Distribution

Ally Financial Inc. has about 35.1% of it's holdings in Others sector.

Others
Technology
Healthcare
Communication Services
Financial Services
Consumer Cyclical
Consumer Defensive
Industrials
Real Estate
Basic Materials

Sector	%
Others	35.1
Technology	15.1
Healthcare	10.7
Communication Services	10.5
Financial Services	8.1
Consumer Cyclical	7.4
Consumer Defensive	5
Industrials	4.7
Real Estate	1.4
Basic Materials	1.3

Market Cap. Distribution

Ally Financial Inc. has about 63.9% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP

Category	%
MEGA-CAP	36.2
UNALLOCATED	35.1
LARGE-CAP	27.7

Stocks belong to which Index?

About 63.2% of the stocks held by Ally Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	63.2
Others	36.8

Top 5 Winners (%)		%
SLB	slb ltd	28.3 %
TGT	target corp	24.0 %
VZ	verizon communications inc	23.3 %
NOV	nov inc	20.4 %
UA	under armour inc	18.9 %

Top 5 Winners ($)		$
VZ	verizon communications inc	2.7 M
IJR	ishares core s&p small-cap etf	1.5 M
PFE	pfizer inc	1.4 M
MRK	merck & co inc	1.3 M
PEP	pepsico inc	1.3 M

Top 5 Losers (%)		%
WDAY	workday inc	-39.5 %
HUM	humana inc	-32.3 %
EL	estee lauder cos inc/the	-31.5 %
ADBE	adobe inc	-30.6 %
CRM	salesforce inc	-29.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-7.3 M
AMZN	amazon.com inc	-4.0 M
META	meta platforms inc	-2.7 M
CRM	salesforce inc	-2.5 M
ORCL	oracle corp	-2.3 M

Ally Financial Inc. Holdings Map

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

Current Stock Holdings of Ally Financial Inc.

Ally Financial Inc. has 125 stocks in it's portfolio. About 46.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VZ was the most profitable stock for Ally Financial Inc. last quarter.

Last Reported on: 12 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airlines group inc	0.17	130,000	1,396,200	new

AAPL	apple inc	1.20	38,000	9,644,020	added	533

ABBV	abbvie inc	0.49	18,000	3,914,820	unchanged	0.00

ABT	abbott laboratories	0.82	64,000	6,570,880	added	166

ACN	accenture plc	0.26	10,500	2,082,040	added	16.67

ADBE	adobe inc	0.62	20,500	4,983,140	unchanged	0.00

ADP	automatic data processing inc	0.37	14,500	2,946,110	added	81.25

AMT	american tower corp	0.67	31,000	5,349,980	unchanged	0.00

AMZN	amazon.com inc	4.61	178,000	37,072,100	unchanged	0.00

ANTX	elevance health inc	0.44	12,000	3,513,000	unchanged	0.00

AON	aon plc	0.12	3,000	968,340	new

APD	air products and chemicals inc	0.83	23,000	6,681,270	unchanged	0.00

APH	amphenol corp	0.13	8,000	1,010,800	new

AVB	avalonbay communities inc	0.10	5,000	816,750	unchanged	0.00

AVGO	broadcom inc	1.48	38,500	11,916,100	new

AWK	american water works co inc	0.20	12,000	1,633,080	unchanged	0.00

AXP	american express co	0.26	7,000	2,117,360	new

BA	boeing co/the	0.87	35,000	6,966,050	unchanged	0.00

BAC	bank of america corp	0.61	100,000	4,875,000	added	100

BAX	baxter international inc	0.22	103,000	1,730,400	unchanged	0.00