Ally Financial Reveals $200M+ Q4 2023 Equity Portfolio

TL;DR

**Ally's Q4 2023 13F shows a diversified equity portfolio, heavy on tech and ETFs.**

AI Summary

Ally Financial Inc. filed its 13F-HR on February 13, 2024, disclosing its equity holdings as of December 31, 2023. The filing reveals a diverse portfolio including significant positions in tech giants like Amazon.com Inc. with 272,000 shares valued at $41,327,682, and Alphabet Inc. (both COM and COM) totaling 120,000 shares worth $16,881,839. This matters to investors as it provides transparency into Ally's investment strategy and confidence in various market sectors, potentially signaling their outlook on the broader economy.

Why It Matters

This filing offers a glimpse into Ally Financial's investment strategy and market outlook, which can influence investor perception of the company's financial health and future performance.

Risk Assessment

Risk Level: medium — The portfolio shows diversification across sectors, but significant holdings in individual stocks and ETFs still carry market-specific risks.

Analyst Insight

Investors should review Ally's specific holdings to understand their sector exposure and compare it against their own investment thesis for Ally Financial. The presence of significant ETF holdings suggests a strategy to gain broad market exposure.

Key Numbers

• $41,327,682 — Amazon.com Inc. holding value (Represents Ally's largest single stock holding by value as of 12/31/2023.)
• 272,000 SH — Amazon.com Inc. shares held (The number of Amazon shares Ally Financial held as of 12/31/2023.)
• $29,335,751 — Ishares Core S&p Small-cap Etf holding value (Represents Ally's largest ETF holding by value as of 12/31/2023.)
• 271,000 SH — Ishares Core S&p Small-cap Etf shares held (The number of Ishares Core S&p Small-cap Etf shares Ally Financial held as of 12/31/2023.)
• 120,000 SH — Total Alphabet Inc. shares held (Combined shares of Alphabet Inc. (COM and COM) held by Ally Financial as of 12/31/2023.)

Key Players & Entities

• Ally Financial Inc. (company) — the filer of the 13F-HR
• Jeffrey A. Belisle (person) — Corporate Secretary for Ally Financial Inc.
• Amazon.com Inc. (company) — a significant holding in Ally's portfolio
• Alphabet Inc. (company) — a significant holding in Ally's portfolio
• Ishares Core S&p Small-cap Etf (company) — a significant ETF holding in Ally's portfolio
• $41,327,682 (dollar_amount) — value of Amazon.com Inc. shares held
• $29,335,751 (dollar_amount) — value of Ishares Core S&p Small-cap Etf shares held

Forward-Looking Statements

• Ally Financial will continue to maintain a diversified portfolio with a focus on large-cap tech and ETFs in its next 13F filing. (Ally Financial Inc.) — medium confidence, target: 05-15-2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 3KB
• information_table.html (INFORMATION TABLE)
• information_table.xml (INFORMATION TABLE) — 40KB
• 0000040729-24-000002.txt ( ) — 44KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 12-31-2023 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Ally Financial Inc. Address: ALLY DETROIT CENTER 500 WOODWARD AVE. FLOOR 10 DETROIT , MI   48226 Form 13F File Number: 028-14534 CRD Number (if applicable): SEC File Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jeffrey A. Belisle Title: Corporate Secretary Phone: 313-656-6132 Signature, Place, and Date of Signing: /S/ Jeffrey A. Belisle Detroit ,  MI 02-13-2024 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 100 Form 13F Information Table Value Total: 765,252,470 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK 1 Ally Insurance Holdings Inc. 028-14536 2 Motors Insurance Corp. 028-14535