Position in AFL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$296,031,589
+$137,341,924 QoQ
Shares Held
2,698,310
+87.5% QoQ
Ownership
0.530%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Mar 31, 2026CallValue
$16,851,456
CallShares
153,600
PutValue
$17,059,905
PutShares
155,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,257,452,947 across 18 Insurance - Life names. AFL ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
2,698,310 | $296,031,589 | |
| 2 | MET |
Metlife Inc
|
3,605,168 | $254,957,478 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
3,734,476 | $223,620,422 | |
| 4 | PRU |
Prudential Financial Inc
|
2,023,799 | $197,704,922 | |
| 5 | MFC |
Manulife Financial Corp
|
2,552,877 | $87,921,081 | |
| 6 | UNM |
Unum Group
|
811,472 | $59,261,799 | |
| 7 | LNC |
Lincoln National Corp
|
1,454,657 | $51,640,322 | |
| 8 | GL |
Globe Life Inc.
|
241,395 | $33,594,941 |
All Filings in AFL
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,059,905 | 155,500 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $16,851,456 | 153,600 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $296,031,589 | 2,698,310 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,389,402 | 12,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $158,689,665 | 1,439,101 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $1,742,266 | 15,800 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $1,764,860 | 15,800 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,407,420 | 12,600 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $232,500,531 | 2,081,473 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $369,110 | 3,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $329,075,906 | 3,120,386 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $337,472 | 3,200 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $334,147,518 | 3,005,194 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $314,707,197 | 3,042,413 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $10,044,024 | 97,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $9,392,352 | 90,800 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $10,855,780 | 97,100 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $10,151,440 | 90,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $283,092,132 | 2,532,130 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,109,348 | 90,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $167,370,777 | 1,874,043 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $8,672,001 | 97,100 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $196,680,358 | 2,290,710 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $9,135,504 | 106,400 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $8,594,586 | 100,100 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $26,680,500 | 323,400 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $150,694,581 | 1,826,601 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $25,335,750 | 307,100 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $89,590,043 | 1,167,297 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $19,287,275 | 251,300 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $20,100,825 | 261,900 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $15,795,740 | 226,300 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $93,136,512 | 1,334,334 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $15,097,740 | 216,300 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $13,729,856 | 212,800 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $14,375,056 | 222,800 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $74,308,715 | 1,151,716 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,143,200 | 280,000 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $95,457,544 | 1,326,905 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $11,510,400 | 160,000 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $3,934,000 | 70,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $54,598,410 | 971,502 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $11,802,000 | 210,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $2,766,500 | 50,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $54,613,642 | 987,053 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $10,512,700 | 190,000 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $73,163,521 | 1,136,256 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $3,219,500 | 50,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $12,234,100 | 190,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $77,457,778 | 1,326,559 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||