Lincoln National Corp.
Lincoln National Corporation (Lincoln Financial Group) is a publicly traded American financial services company headquartered in Radnor, Pennsylvania. Founded in 1905, it provides individual and group insurance, retirement, and investment products across the United States and the United Kingdom. The firm is one of the largest life insurance companies in the U.S., employing approximately 9,783 people as of 2025. It serves individuals, businesses, and institutional clients with a broad suite of solutions to help protect and grow their financial futures.
Investment Strategy
Lincoln National Corporation primarily focuses on life insurance, annuities, retirement plan services, and group protection. The investment arm, Lincoln Financial Investments, constructs, manages, and diversifies investment options across its products, emphasizing risk management and long-term growth tailored to client needs. The firm leverages both active and passive strategies, seeking stable returns and preserving capital for policyholders and investors, with a strong commitment to fiduciary duty and regulatory compliance.
Latest 13F Filing Activity
Lincoln National Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard Star FDS, Vanguard Index FDS, Vanguard Intl Equity Index F among other positions. Lincoln National Corp. reduced exposure to Vanguard Intl Equity Index F, Vanguard Intl Equity Index F, Vanguard Intl Equity Index F among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 9.28% | $306.0M | 698,089 | $410.49 | $438.40 | +$47.6M |
B BSV | VANGUARD BD INDEX FDS | 8.25% | $272.1M | 3,457,109 | $81.03 | $78.70 | -$3.8M |
V VTV | VANGUARD INDEX FDS | 7.83% | $258.3M | 1,461,382 | $169.51 | $176.74 | +$11.9M |
V VTI | VANGUARD INDEX FDS | 7.70% | $253.7M | 834,850 | $127.99 | $303.93 | +$27.7M |
V VOO | VANGUARD INDEX FDS | 6.70% | $221.1M | 389,179 | $539.10 | $568.03 | +$23.1M |