Liberty Mutual Group Asset Management Inc.

CIK 0001533497 · Q1 2026

13F Equity AUM

$1.2B

+17.3% QoQ

Positions

-1 QoQ

AUM Rank

#2,468

Top 20%

Skill Alpha (FF)

-2.6%/yr^ns

No Clear Edge

Rank #5,903 · Top 72%

vs S&P -7.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 76.6%Top 10: 94.9%Top 20: 99.5%

CRGY40.4%

VOO10.3%

SRLN9.8%

IEF9.2%

HYG6.9%

QXO6.4%

USHY4.4%

USIG3.0%

OBDC2.4%

BKLN2.0%

Others (16)5.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services51.2%

Energy40.6%

Industrials6.8%

Other1.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 26Median: 0.38%Avg: 3.85%

0–0.5%

14(2.8%)

0.5–1%

0(0.0%)

1–3%

5(9.8%)

3–5%

1(4.4%)

5%+

6(83.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 24Unique: 2vs 20 funds

0.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.4%

BlackRock, Inc.

0.6%

BANK OF AMERICA CORP /DE/

0.5%

JPMORGAN CHASE & CO

0.4%

STATE STREET CORP

0.5%

FMR LLC

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.4%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New7Increased7Decreased3Exited8

New Positions

USIG3.0%

+715K

BKLN2.0%

+1.2M

SPY1.4%

+26K

EWY1.0%

+101K

PL0.4%

+159K

NINE ENERGY SERVICE …0.2%

+281K

RYTM0.1%

+21K

Increased

OBDC2.4%

+1.8M(+209%)

SRLN9.8%

+1.6M(+107%)

IEF9.2%

+924K(+357%)

USHY4.4%

+814K(+121%)

VOO10.3%

+28K(+15%)

NOW0.3%

+10K(+45%)

CRCL0.1%

+9K(+80%)

Decreased

HYG6.9%

-1,560,116(-59%)

MSDL0.2%

-155,003(-43%)

ARCC0.4%

-122,516(-31%)

Exited

-941,000

-722,063

-22,926

-23,065

-14,953

-13,031

-40,410

-23,812

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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