ALLSTATE INVESTMENT MANAGEMENT CO
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $26,455,765,427 | Diversified |
| Apr 2025 to Mar 2026 | $20,361,116,385 | Diversified |
| Apr 2024 to Mar 2025 | $22,405,928,326 | Diversified |
| May 2023 to Mar 2024 | $22,003,622,178 | Diversified |
| Apr 2023 | $22,003,622,178 | Diversified |
| Apr 2022 to Mar 2023 | $21,842,960,643 | Diversified |
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2022, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 51.6%; sector active share 43.1% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
569 tracked positions · as of Dec 31, 2022Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 51.0% | $1,652,075,534 |
| Technology | 10.2% | $330,871,049 |
| Real Estate | 8.4% | $271,616,806 |
| Healthcare | 7.0% | $225,894,175 |
| Financial Services | 5.5% | $177,156,650 |
| Consumer Cyclical | 4.1% | $132,927,895 |
| Industrials | 3.6% | $116,583,724 |
| Consumer Defensive | 3.1% | $99,867,845 |
| Communication Services | 2.8% | $89,343,276 |
| Energy | 2.3% | $73,118,657 |
| Utilities | 1.4% | $44,117,434 |
| Basic Materials | 0.8% | $25,518,120 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
First | 7,695,685 | $383,399,026 | 11.84% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
First | 4,280,000 | $308,588,000 | 9.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 437,600 | $167,351,367 | 5.17% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
First | 2,379,742 | $117,821,026 | 3.64% | |
| HYG |
iShares iBoxx $ High Yield Corporate Bond ETF
|
First | 1,592,367 | $117,245,982 | 3.62% | |
| IVV |
iShares Core S&P 500 ETF
|
First | 273,796 | $105,195,160 | 3.25% | |
| SPSB |
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
|
First | 3,067,255 | $90,115,951 | 2.78% | |
| AAPL |
Apple Inc.
Technology
|
First | 665,837 | $86,512,201 | 2.67% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
First | 887,611 | $75,269,412 | 2.32% | |
| MSFT |
Microsoft Corp
Technology
|
First | 292,745 | $70,206,105 | 2.17% | |
| EFA |
iShares MSCI EAFE ETF
|
First | 981,198 | $64,405,835 | 1.99% | |
| MUB |
iShares National Muni Bond ETF
|
First | 603,763 | $63,709,071 | 1.97% | |
| USHY |
iShares Broad USD High Yield Corporate Bond ETF
|
First | 1,728,000 | $59,667,840 | 1.84% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
First | 536,826 | $33,089,954 | 1.02% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 288,483 | $32,520,687 | 1.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 379,899 | $31,911,516 | 0.99% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 222,046 | $24,491,673 | 0.76% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 44,714 | $23,706,468 | 0.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 256,542 | $22,634,700 | 0.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 69,002 | $21,314,717 | 0.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 112,267 | $19,831,965 | 0.61% | |
| JNK |
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF
|
First | 212,913 | $19,162,170 | 0.59% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
First | 157,326 | $18,482,658 | 0.57% | |
| PSA |
Public Storage
Real Estate
|
First | 60,599 | $16,979,232 | 0.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 124,964 | $16,757,672 | 0.52% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
First | 544,974 | $16,153,029 | 0.50% | |
| V |
Visa Inc.
Financial Services
|
First | 77,252 | $16,049,875 | 0.50% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
First | 417,893 | $15,838,143 | 0.49% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 49,250 | $15,556,105 | 0.48% | |
| NVDA |
Nvidia Corp
Technology
|
First | 102,729 | $15,012,816 | 0.46% | |
| CVX |
Chevron Corp
Energy
|
First | 82,740 | $14,851,002 | 0.46% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 165,701 | $14,702,649 | 0.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 95,653 | $14,497,168 | 0.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 37,054 | $13,555,835 | 0.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 108,904 | $13,414,794 | 0.41% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 79,024 | $12,771,068 | 0.39% | |
| MA |
Mastercard Inc
Financial Services
|
First | 35,943 | $12,498,459 | 0.39% | |
| WELL |
Welltower Inc.
Real Estate
|
First | 188,267 | $12,340,901 | 0.38% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 109,002 | $12,093,771 | 0.37% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 228,769 | $11,722,123 | 0.36% | |
|
|
First | 71,539 | $11,554,981 | 0.36% | ||
| KO |
Coca Cola Co
Consumer Defensive
|
First | 179,404 | $11,411,888 | 0.35% | |
| VMRK |
Vivmark Residential
Real Estate
|
First | 185,960 | $10,971,640 | 0.34% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 321,109 | $10,635,130 | 0.33% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
First | 103,402 | $10,368,118 | 0.32% | |
| O |
Realty Income Corp
Real Estate
|
First | 163,215 | $10,352,727 | 0.32% | |
| UDR |
UDR, Inc.
Real Estate
|
First | 263,283 | $10,196,949 | 0.31% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 17,224 | $9,630,455 | 0.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 79,946 | $9,620,701 | 0.30% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 51,499 | $9,303,809 | 0.29% |
Showing the top 50 of 569 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.