Stephens Group Asset Management 13F Annual Report

Stephens Group Asset Management is an investment fund managing more than $1.03 trillion ran by Angela Martin. There are currently 7 companies in Mrs. Martin’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $845 billion.

$1.03 trillion Assets Under Management (AUM)

As of 5th January 2024, Stephens Group Asset Management’s top holding is 2,873,515 shares of Vanguard Index Fds currently worth over $528 billion and making up 51.5% of the portfolio value. In addition, the fund holds 2,559,548 shares of Ishares Tr worth $316 billion. The third-largest holding is Spdr Ser Tr worth $98.3 billion and the next is Schwab Strategic Tr worth $61.1 billion, with 1,202,922 shares owned.

Currently, Stephens Group Asset Management's portfolio is worth at least $1.03 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Stephens Group Asset Management

The Stephens Group Asset Management office and employees reside in Little Rock, Arkansas. According to the last 13-F report filed with the SEC, Angela Martin serves as the CCO at Stephens Group Asset Management.