Latest Ally Financial Inc. Stock Portfolio
Ally Financial Inc. Performance:
2025 Q3: 3.44%YTD: 3.22%2024: 18.54%
Performance for 2025 Q3 is 3.44%, and YTD is 3.22%, and 2024 is 18.54%.
About Ally Financial Inc. and 13F Hedge Fund Stock Holdings
Ally Financial Inc. is a hedge fund based in CHARLOTTE, NC. On 19-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $986.7 Millions. In it's latest 13F Holdings report, Ally Financial Inc. reported an equity portfolio of $809.9 Millions as of 30 Sep, 2025.
The top stock holdings of Ally Financial Inc. are CSD, IJR, IJR. The fund has invested 18% of it's portfolio in INVESCO S&P 500 EQUAL WEIGHT ETF and 9.6% of portfolio in ISHARES 20 YEAR TREASURY BOND ETF.
The fund managers got completely rid off ISHARES CHINA LARGE-CAP ETF (IJR), VANGUARD FTSE EMERGING MARKETS ETF (VEU) and ALIBABA GROUP HOLDING LTD (BABA) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), APPLE INC (AAPL) and HONEYWELL INTERNATIONAL INC (HON). Ally Financial Inc. opened new stock positions in MICROSOFT CORP (MSFT), NVIDIA CORP (NVDA) and NETFLIX INC (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC, BROADCOM INC (AVGO) and AMERICAN TOWER CORP (AMT).
The top stock holdings of Ally Financial Inc. are CSD, IJR, IJR. The fund has invested 18% of it's portfolio in INVESCO S&P 500 EQUAL WEIGHT ETF and 9.6% of portfolio in ISHARES 20 YEAR TREASURY BOND ETF.
The fund managers got completely rid off ISHARES CHINA LARGE-CAP ETF (IJR), VANGUARD FTSE EMERGING MARKETS ETF (VEU) and ALIBABA GROUP HOLDING LTD (BABA) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), APPLE INC (AAPL) and HONEYWELL INTERNATIONAL INC (HON). Ally Financial Inc. opened new stock positions in MICROSOFT CORP (MSFT), NVIDIA CORP (NVDA) and NETFLIX INC (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC, BROADCOM INC (AVGO) and AMERICAN TOWER CORP (AMT).
Ally Financial Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Ally Financial Inc. made a return of 3.44% in the last quarter. In trailing 12 months, it's portfolio return was -0.92%.
New Buys
| Ticker | $ Bought |
|---|---|
| microsoft corp | 10,359,000 |
| nvidia corp | 8,022,940 |
| netflix inc | 5,994,600 |
| meta platforms inc | 4,773,470 |
| coca-cola co/the | 2,984,400 |
| wells fargo & co | 2,766,060 |
| texas instruments inc | 2,572,220 |
| costco wholesale corp | 2,314,080 |
New stocks bought by Ally Financial Inc.
Additions
| Ticker | % Inc. |
|---|---|
| berkshire hathaway inc | 320 |
| broadcom inc | 275 |
| american tower corp | 200 |
| extra space storage inc | 171 |
| uber technologies inc | 154 |
| boeing co/the | 133 |
| invesco qqq trust series 1 | 126 |
| procter & gamble co/the | 100 |
Additions to existing portfolio by Ally Financial Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| alphabet inc | -89.55 |
| apple inc | -60.00 |
| honeywell international inc | -53.33 |
| cvs health corp | -52.88 |
| invesco s&p 500 equal weight etf | -35.73 |
Ally Financial Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares china large-cap etf | -29,628,600 |
| vanguard ftse emerging markets etf | -23,246,200 |
| bank of america corp | -7,098,000 |
| walgreens boots alliance inc | -1,262,800 |
| alibaba group holding ltd | -8,505,750 |
| mondelez international inc | -3,574,320 |
| dominion energy inc | -2,260,800 |
| crown castle inc | -1,643,680 |
Ally Financial Inc. got rid off the above stocks
Sector Distribution
Ally Financial Inc. has about 45.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 45.6 |
| Healthcare | 12.9 |
| Technology | 10 |
| Consumer Cyclical | 7.5 |
| Industrials | 5.7 |
| Consumer Defensive | 5.4 |
| Communication Services | 5 |
| Financial Services | 4.8 |
| Real Estate | 1.8 |
Market Cap. Distribution
Ally Financial Inc. has about 54.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 45.6 |
| LARGE-CAP | 28.8 |
| MEGA-CAP | 25.4 |
Stocks belong to which Index?
About 53.6% of the stocks held by Ally Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 53.6 |
| Others | 46.4 |
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 105 stocks in it's portfolio. About 54.6% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. CSD was the most profitable stock for Ally Financial Inc. last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.57 | 50,000 | 12,731,500 | reduced | -60.00 | ||
| ABBV | abbvie inc | 0.77 | 27,000 | 6,251,580 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.26 | 16,000 | 2,143,040 | new | |||
| ACN | accenture plc | 0.27 | 9,000 | 2,219,400 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.89 | 20,500 | 7,231,380 | unchanged | 0.00 | ||
| AMAT | applied materials inc | 0.30 | 12,000 | 2,456,880 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMT | american tower corp | 0.57 | 24,000 | 4,615,680 | added | 200 | ||
| AMZN | amazon.com inc | 4.83 | 178,000 | 39,083,500 | added | 21.09 | ||
| APD | air products and chemicals inc | 0.60 | 17,900 | 4,881,690 | added | 62.73 | ||
| AVB | avalonbay communities inc | 0.12 | 5,000 | 965,850 | new | |||
| AVGO | broadcom inc | 0.61 | 15,000 | 4,948,650 | added | 275 | ||
| BA | boeing co/the | 0.93 | 35,000 | 7,554,050 | added | 133 | ||
| BABA | alibaba group holding ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank of america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAX | baxter international inc | 0.29 | 103,000 | 2,345,310 | unchanged | 0.00 | ||
| BDX | becton dickinson & co | 0.56 | 24,000 | 4,492,080 | unchanged | 0.00 | ||
| BEN | franklin resources inc | 0.40 | 140,000 | 3,238,200 | unchanged | 0.00 | ||
| CAG | conagra brands inc | 0.39 | 174,000 | 3,185,940 | unchanged | 0.00 | ||
| CARR | carrier global corp | 0.17 | 23,000 | 1,373,100 | new | |||