Industrial Alliance Investment Management Inc.

CIK 0001630798 · QUEBEC, A8 · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗

Industrial Alliance Investment Management Inc. reported 8 positions worth $212.5K as of June 30, 2026 (13F filed July 29, 2026). Largest holding: QQQ (72.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$212.5K

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	QQQ	Invesco QQQ Trust Series 1	SH	$154.6K	72.77%	209,967	—	—
▸ 2	VTI	VANGUARD TOTAL STOCK MARKET ETF	SH	$23.4K	11.00%	63,163	—	—
▸ 3	SPY	State Street SPDR S&P 500 ETF Trust	SH	$10.6K	5.00%	14,237	—	—
▸ 4	VNQ	VANGUARD REAL ESTATE ETF	SH	$9.1K	4.28%	94,190	—	—
▸ 5	VEU	VANGUARD FTSE ALL-WORLD EX-US ETF	SH	$7.9K	3.71%	94,136	—	—
▸ 6	IEUR	iShares Core MSCI Europe ETF	SH	$4.7K	2.20%	62,237	—	—
▸ 7	VCLT	VANGUARD LONG-TERM CORPORATE BOND ETF	SH	$2.0K	0.93%	26,295	—	—
▸ 8	VGLT	Vanguard Long-Term Treasury ETF	SH	$216.00	0.10%	3,907	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Industrial Alliance Investment Management Inc. hold as of Q2 2026?

Industrial Alliance Investment Management Inc. reported 8 positions worth $212.5K in its Q2 2026 13F filing. Largest positions: QQQ (72.8%), VTI (11.0%), SPY (5.0%), VNQ (4.3%) and VEU (3.7%).

What did Industrial Alliance Investment Management Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Industrial Alliance Investment Management Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.