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Latest TRUIST FINANCIAL CORP Stock Portfolio

TRUIST FINANCIAL CORP Performance:
2025 Q4: -0.96%YTD: 10.09%2024: 11.32%
Performance for 2025 Q4 is -0.96%, and YTD is 10.09%, and 2024 is 11.32%.

About TRUIST FINANCIAL CORP and 13F Hedge Fund Stock Holdings

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, TRUIST FINANCIAL CORP reported an equity portfolio of $75 Billions as of 31 Dec, 2025.

The top stock holdings of TRUIST FINANCIAL CORP are IJR, SPY, MSFT. The fund has invested 6.4% of it's portfolio in ISHARES TR and 2.9% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off UNILEVER PLC, INVESCO EXCH TRD SLF IDX FD (BSAE) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in CCC INTELLIGENT SOLUTIONS HL (CCCS), CUBESMART (CUBE) and MOSAIC CO NEW (MOS). TRUIST FINANCIAL CORP opened new stock positions in UNILEVER PLC, SPDR SERIES TRUST (BIL) and PACER FDS TR (AFTY). The fund showed a lot of confidence in some stocks as they added substantially to VALE S A (VALE), ISHARES TR (DMXF) and ISHARES TR (IJR).

TRUIST FINANCIAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that TRUIST FINANCIAL CORP made a return of -0.96% in the last quarter. In trailing 12 months, it's portfolio return was 10.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
unilever plc57,919,800
totalenergies se28,287,900
New stocks bought by TRUIST FINANCIAL CORP

Additions

Ticker% Inc.
vale s a16,205
ishares tr2,239
oshkosh corp1,904
netflix inc876
servicenow inc364
vanguard intl equity index f364
vici pptys inc309
first tr exchange-traded fd246
Additions to existing portfolio by TRUIST FINANCIAL CORP

Reductions

Ticker% Reduced
spdr series trust-67.89
coterra energy inc-61.96
vanguard index fds-60.03
ishares tr-49.14
berkley w r corp-46.79
ishares tr-45.6
booz allen hamilton hldg cor-45.51
ishares tr-40.04
TRUIST FINANCIAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by TRUIST FINANCIAL CORP

Sector Distribution

TRUIST FINANCIAL CORP has about 50.4% of it's holdings in Others sector.

Sector%
Others50.4
Technology14.3
Financial Services6.6
Industrials4.7
Consumer Cyclical4.6
Healthcare4.5
Communication Services4.5
Consumer Defensive3.9
Utilities3.6
Energy1.7

Market Cap. Distribution

TRUIST FINANCIAL CORP has about 45.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED50.3
MEGA-CAP24.5
LARGE-CAP21.2
SMALL-CAP2.7
MID-CAP1.3

Stocks belong to which Index?

About 46.8% of the stocks held by TRUIST FINANCIAL CORP either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others53.2
S&P 50043.6
RUSSELL 20003.2
Top 5 Winners (%)%
resolute hldgs mgmt inc
186.1 %
LITE
lumentum hldgs inc
124.6 %
CEPU
central puerto s a
118.2 %
VICR
vicor corp
117.8 %
ALB
albemarle corp
73.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
254.9 M
GOOG
alphabet inc
182.7 M
AAPL
apple inc
119.5 M
LLY
eli lilly & co
112.9 M
IJR
ishares tr
109.0 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
NOW
servicenow inc
-75.3 %
kindly md inc
-67.2 %
TPL
texas pacific land corporati
-60.3 %
UAVS
ageagle aerial sys inc new
-59.5 %
Top 5 Losers ($)$
NFLX
netflix inc
-1109.6 M
XLB
select sector spdr tr
-496.7 M
NOW
servicenow inc
-285.8 M
ORCL
oracle corp
-154.4 M
MSFT
microsoft corp
-146.5 M

TRUIST FINANCIAL CORP Holdings Map

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

Current Stock Holdings of TRUIST FINANCIAL CORP

TRUIST FINANCIAL CORP has 2659 stocks in it's portfolio. About 25.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for TRUIST FINANCIAL CORP last quarter.

Last Reported on: 02 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions