LINCOLN NATIONAL CORP

Q1 2025 13F-HR Holdings

Location
Radnor, PA
Holdings as of
3/31/2025
Date filed
4/30/2025
Form type
13F-HR
Num holdings
21
Total value ($000)
$3,103,600
Net value change ($000)
-4,414 (-0.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2025 Next filing: 8/5/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEU 9,288 5.2%
VEA 8,543 5.4%
VTV 7,249 3.0%
BIV 5,556 3.7%
VGK 5,512 6.4%
VMBS 5,392 3.4%
VPL 3,892 4.2%
VWO 3,793 4.4%
SCHP 2,612 1.2%
VNQI 1,400 5.4%
Top Reduces (Value $000, Stocks/ETFs)
VUG -34,680 -11.8%
VTI -13,288 -5.6%
VOO -10,887 -5.2%
VTHR -6,085 -5.1%
VB -3,114 -4.8%
VXF -2,529 -8.3%
IEMG -1,624 -1.5%
BNDX -683 -0.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type