Julia Michelson
Mandatum Life Insurance Co Ltd
Assets Managed
$444.771M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
1.56%(2Q avg: 3.09%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Mandatum Life Insurance Co Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.
Assets under management
The assets under management (AUM) of Mandatum Life Insurance Co Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 444.771M in assets, with a quarterly growth rate of 1.56% and a 2-quarter average growth rate of 3.09%. The portfolio is managed by Julia Michelson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 36.29% | $161.364M 247,033 shares@ $653.21 avg price | Increased 0.48% |
VOO Vanguard S&p 500 Etf
| 8.43% | $37.486M 62,733 shares@ $597.55 avg price | Increased 25.14% |
IPAC Ishares Core Msci Pacific Et
| 3.97% | $17.643M 230,602 shares@ $76.51 avg price | Increased 8.82% |
GOOGL Alphabet Inc-cl A
| 2.99% | $13.288M 46,210 shares@ $287.57 avg price | Decreased -5.87% |
CSCO Cisco Systems Inc
| 2.46% | $10.899M 140,464 shares@ $77.6 avg price | |
C Citigroup Inc
| 2.18% | $9.683M 85,383 shares@ $113.41 avg price | |
JPM Jpmorgan Chase & Co
| 2.02% | $8.972M 30,502 shares@ $294.16 avg price | |
MSFT Microsoft Corp
| 1.83% | $8.13M 21,964 shares@ $370.18 avg price | Increased 0.22% |
ROK Rockwell Automation Inc
| 1.8% | $7.967M 22,200 shares@ $358.88 avg price | Increased 26.86% |
IWM Ishares Russell 2000 Etf
| 1.73% | $7.666M 30,911 shares@ $248.0 avg price | Increased 20.38% |
1-10 of 84