StockDriftsStockDriftsTop 8 Industrial Alliance Investment Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | Invesco QQQ Trust Series 1 | 72.77% | 210.0K | $154.6M | +4.32%(+8.70K) | $447.44(+61.10%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 11% | 63.2K | $23.4M | -0.02%(-13) | $263.71(+44.87%) | 2026-06-30 | |
| SPY | State Street SPDR S&P 500 ETF Trust | 5% | 14.2K | $10.6M | -3.39%(-500) | $449.75(+71.99%) | 2026-06-30 | |
| VNQ | VANGUARD REAL ESTATE ETF | 4.28% | 94.2K | $9.1M | +0.00%(+0) | $109.85(-11.88%) | 2026-06-30 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | 3.71% | 94.1K | $7.9M | +0.00%(+0) | $58.39(+46.10%) | 2026-06-30 | |
| IEUR | iShares Core MSCI Europe ETF | 2.2% | 62.2K | $4.7M | -7.76%(-5.23K) | $55.88(+40.46%) | 2026-06-30 | |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | 0.93% | 26.3K | $2.0M | +99.28%(+13.10K) | $75.32(-4.50%) | 2026-06-30 | |
| VGLT | Vanguard Long-Term Treasury ETF | 0.1% | 3.9K | $216K | +101.39%(+1.97K) | $55.59(-4.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.95% | +81.36% | — | — | +63.46% |
| Top 20 Holdings Unweighted | +21.53% | +79.51% | — | — | +60.63% |
Industrial Alliance Investment Management Inc. reports $212.47M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (72.8%), VTI (11.0%) and SPY (5.0%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +81.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Industrial Alliance Investment Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1630798). View Industrial Alliance Investment Management Inc.’s 13F filings on SEC