1y return+54.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $139 against $130 in the S&P 500.2
Massachusetts Mutual Life Insurance CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Invesco LtdCUSIP G491BT108 | $2.1B | 90.2% | |
| JEFJefferies Financial Group Inc | $232.6M | 9.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Invesco LtdCUSIP G491BT108 | September 30, 2024 | +50.3% | $2.1B |
| JEFJefferies Financial Group Inc | September 30, 2024 | −18.8% | $232.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −10.6% | −4.6% |
| December 31, 2025 | +11.7% | +2.4% |
| September 30, 2025 | +41.2% | +7.8% |
| June 30, 2025 | +3.6% | +10.5% |
| March 31, 2025 | −17.0% | −4.6% |
| December 31, 2024 | +4.2% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Massachusetts Mutual Life Insurance Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=225602&type=13F-HR&dateb=&owner=include&count=40CIK 225602
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/225602/000022560226000009/Filed August 7, 2026 · accession 0000225602-26-000009