1y return+13.2%S&P 500 +20.9%
3y return+48.9%S&P 500 +68.5%
5y return+47.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2018: $216 against $257 in the S&P 500.2
Metropolitan Life Insurance Co/NYS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Street Spdr S&p Etf Trust | $137.8M | 38.6% | −1.1% |
| AGGIshares Core Us Aggregate Bond Etf | $86.5M | 24.2% | +3.1% |
| BLVVanguard Long-term Bond Index Fund | $41.3M | 11.6% | |
| IWMIshares Russell Etf | $36.5M | 10.2% | |
| EEMIshares Msci Emerging Markets Etf | $13.9M | 3.9% | |
| EFAIshares Msci Eafe Etf | $12.1M | 3.4% | |
| VCSHVanguard Short-term Corporate Bond | $7.2M | 2.0% | |
| VGSHVanguard Short-term Treasury Index | $7.2M | 2.0% | |
| QQQInvesco Qqq Trust, Series Trust | $5.1M | 1.4% | −14.8% |
| SCHDSchwab Us Dividend Equity Etf | $5.1M | 1.4% | +4.8% |
| HYGIshares Iboxx $ High Yield Corpora | $4.8M | 1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPYState Street Spdr S&p Etf Trust | June 30, 2020 | +142.2% | $137.8M |
| IWMIshares Russell Etf | June 30, 2020 | +109.8% | $36.5M |
| EEMIshares Msci Emerging Markets Etf | June 30, 2020 | +71.1% | $13.9M |
| EFAIshares Msci Eafe Etf | June 30, 2020 | +70.7% | $12.1M |
| QQQInvesco Qqq Trust, Series Trust | September 30, 2024 | +50.9% | $5.1M |
| SCHDSchwab Us Dividend Equity Etf | September 30, 2024 | +12.5% | $5.1M |
| VCSHVanguard Short-term Corporate Bond | June 30, 2025 | −0.6% | $7.2M |
| BLVVanguard Long-term Bond Index Fund | June 30, 2025 | −0.9% | $41.3M |
| VGSHVanguard Short-term Treasury Index | June 30, 2025 | −1.0% | $7.2M |
| HYGIshares Iboxx $ High Yield Corpora | June 30, 2020 | −2.0% | $4.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +7.2% | +8.3% |
| March 31, 2023 | +6.5% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Metropolitan Life Insurance Co/NY Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=728618&type=13F-HR&dateb=&owner=include&count=40CIK 728618
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/728618/000162828026056851/Filed August 14, 2026 · accession 0001628280-26-056851