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Empower Advisory Group, LLC
Empower Advisory Group, LLC (EAG) is a registered investment adviser headquartered in Greenwood Village, Colorado, United States. As part of Empower’s broader financial services operations, EAG offers a comprehensive range of advisory and portfolio management services for Empower clients, primarily focusing on retirement plan participants. The firm serves individual investors, including high-net-worth individuals, as well as institutions, and is an indirect subsidiary of Empower Annuity Insurance Company. EAG manages tens of billions in assets and leverages its position within one of the nation’s largest retirement services providers. Employee count is not explicitly stated, but the Empower organization employs thousands nationally.
Investment Strategy
Empower Advisory Group, LLC provides discretionary investment advisory services primarily through managed account solutions for retirement plan participants. Their strategy includes ongoing portfolio management tailored to individual risk tolerance, investment goals, and time horizons. EAG utilizes a diversified approach across equities, fixed income, and other asset classes, aiming to support long-term savings and retirement objectives. As part of Empower, they integrate advice with plan services and focus on prudent, conflict-minimized asset allocation, although a recent SEC order highlighted the need for improvements in conflict of interest disclosure and compensation structure relating to managed account recommendations.
Latest 13F Filing Activity
Empower Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 496 equity positions with a total 13F market value of $33B. The fund increased holdings in Schwab Strategic TR, World Gold TR, Ishares TR among other positions. Empower Advisory Group, LLC reduced exposure to Ishares Gold TR, Invesco Exch Traded FD TR II, Uber Technologies Inc. among others.
Top Holdings
Equity Positions (496)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 12.18% | $4.07B | 184,001,503 | $17.68 | $22.10 | +$411.3M |
I IWM | ISHARES TR | 5.57% | $1.86B | 8,616,866 | $184.08 | $215.79 | +$234.8M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.12% | $1.71B | 34,535,105 | $41.10 | $49.46 | +$165.5M |
B BSV | VANGUARD BD INDEX FDS | 4.27% | $1.42B | 18,101,201 | $76.75 | $78.70 | +$70.3M |
V VNQ | VANGUARD INDEX FDS | 3.85% | $1.29B | 14,436,154 | $84.44 | $89.06 | +$30.9M |
Industry Allocation
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