RI
RiverFront Investment Group, LLC
RiverFront Investment Group, LLC · Investor
1Y performance ⓘ
+22%
AUM (13F)
$6.5B
# of Holdings
372
3Y performance ⓘ
—
vs S&P 500 ⓘ
—
Updated
Mar 31
RiverFront Investment Group, LLC's RiverFront Investment Group, LLC holds 372 U.S.-equity positions worth $6.5B (SEC 13F, Q1 2026). Top positions: Ishares Tr Core Msci 4.6%, Goldman Sachs Etf Tr 3.9%, J P Morgan Exchange T 3.7%.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| IEFA Ishares Tr Core Msci | 4.6% | 3.3M | $296M | ▲ 3.8% (+120K) | $66.85 | $97.39 (+46%) | 2026-03-31 |
| GSLC Goldman Sachs Etf Tr | 3.9% | 2.0M | $249M | ▲ 6.2% (+116K) | $81.22 | $141.47 (+74%) | 2026-03-31 |
| JEPI J P Morgan Exchange T | 3.7% | 4.2M | $239M | ▲ 11% (+404K) | $54.60 | $56.07 (+3%) | 2026-03-31 |
| AAPL Apple Inc. | 3.6% | 921K | $234M | ▲ 9.9% (+83K) | $164.90 | $297.01 (+80%) | 2026-03-31 |
| EFV Ishares Tr Eafe Value | 3.2% | 2.8M | $208M | ▲ 9.4% (+242K) | $48.53 | $76.82 (+58%) | 2026-03-31 |
| SPAB Spdr Series Trust Por | 3.1% | 7.8M | $199M | ▲ 0.5% (+39K) | $25.79 | $25.43 (−1%) | 2026-03-31 |
| SCHI Schwab Strategic Tr 5 | 3.0% | 8.5M | $192M | — | $44.49 | $22.55 (−49%) | 2026-03-31 |
| IYW Ishares Tr U.s. Tech | 2.8% | 1.0M | $182M | ▲ 9.4% (+87K) | $92.81 | $253.28 (+173%) | 2026-03-31 |
| TBLL Invesco Exch Traded F | 2.8% | 1.7M | $181M | NEW (+1.7M) | $105.55 | $105.48 (−0%) | 2026-03-31 |
| BND Vanguard Bd Index Fd | 2.7% | 2.4M | $176M | ▲ 0.8% (+19K) | $73.83 | $73.14 (−1%) | 2026-03-31 |
| NVDA NVIDIA CORP | 2.7% | 1.0M | $175M | ▲ 6.6% (+62K) | $49.52 | $208.65 (+321%) | 2026-03-31 |
| XLK Select Sector Spdr Tr | 2.6% | 1.3M | $167M | ▲ 0.6% (+8K) | $151.01 | $192.15 (+27%) | 2026-03-31 |
| SMH Vaneck Etf Trust Semi | 2.5% | 427K | $164M | ▲ 7.0% (+28K) | $224.99 | $668.91 (+197%) | 2026-03-31 |
| JPST Jp Morgan Exchange Tr | 2.1% | 2.7M | $139M | ▲ 8.4% (+213K) | $50.14 | $50.48 (+1%) | 2026-03-31 |
| JAAA Janus Detroit Str Tr | 2.1% | 2.6M | $133M | ▲ 1.5% (+38K) | $50.88 | $50.65 (−0%) | 2026-03-31 |
| TLH Ishares Tr Lehman 10- | 2.1% | 1.3M | $133M | ▲ 1.3% (+16K) | $114.54 | $99.84 (−13%) | 2026-03-31 |
| JIVE J P Morgan Exchange T | 2.0% | 1.5M | $132M | ▲ 9.1% (+128K) | $59.90 | $94.03 (+57%) | 2026-03-31 |
| QQQ Invesco Qqq Tr Unit S | 2.0% | 224K | $129M | ▲ 8.0% (+17K) | $320.93 | $737.95 (+130%) | 2026-03-31 |
| IYG Ishares Tr U.s. Fin S | 1.9% | 1.5M | $122M | ▲ 2.0% (+29K) | $150.96 | $91.15 (−40%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.9% | 423K | $121M | ▼ 6.7% (−30K) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| IVV Ishares Tr S&p 500 In | 1.8% | 180K | $118M | ▼ 14% (−30K) | $411.08 | $747.78 (+82%) | 2026-03-31 |
| JEPQ J P Morgan Exchange T | 1.8% | 2.0M | $113M | ▲ 4.1% (+80K) | $45.09 | $61.38 (+36%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.7% | 299K | $111M | ▲ 1.3% (+4K) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| IEF Ishares Tr 7-10 Yr Tr | 1.6% | 1.1M | $106M | ▲ 10769% (+1.1M) | $91.59 | $94.00 (+3%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.6% | 483K | $101M | ▲ 8.4% (+38K) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| SPYM Spdr Series Trust Por | 1.5% | 1.2M | $95M | ▲ 0.8% (+10K) | $55.90 | $87.61 (+57%) | 2026-03-31 |
| WMT Walmart Inc. Common Stock | 1.3% | 671K | $83M | ▼ 5.6% (−40K) | $147.45 | $117.18 (−21%) | 2026-03-31 |
| PAVE Global X Fds Us Infr | 1.3% | 1.6M | $83M | ▲ 8.8% (+132K) | $28.35 | $59.24 (+109%) | 2026-03-31 |
| IGSB Ishares Tr Ishs 1-5yr | 1.3% | 1.6M | $82M | ▲ 14% (+188K) | $50.54 | $52.23 (+3%) | 2026-03-31 |
| IEMG Ishares Inc Core Msci | 1.2% | 1.1M | $78M | ▲ 10% (+106K) | $48.79 | $86.00 (+76%) | 2026-03-31 |
| XLV Select Sector Spdr Tr | 1.2% | 521K | $76M | ▲ 0.7% (+4K) | $129.46 | $150.06 (+16%) | 2026-03-31 |
| EMXC Ishares Inc Msci Emrg | 1.1% | 935K | $74M | ▲ 14% (+112K) | $49.33 | $106.49 (+116%) | 2026-03-31 |
| XLI Select Sector Spdr Tr | 1.1% | 442K | $72M | ▲ 0.8% (+4K) | $101.18 | $181.80 (+80%) | 2026-03-31 |
| VCSH Vanguard Scottsdale F | 1.1% | 882K | $70M | ▲ 1.3% (+12K) | $76.23 | $78.77 (+3%) | 2026-03-31 |
| VGIT Vanguard Scottsdale F | 1.0% | 1.1M | $63M | ▲ 1.5% (+16K) | $59.96 | $58.69 (−2%) | 2026-03-31 |
| XLC Communication Service | 0.9% | 544K | $60M | ▲ 1.6% (+9K) | $57.97 | $106.86 (+84%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 0.9% | 191K | $56M | ▼ 28% (−74K) | $130.31 | $331.48 (+154%) | 2026-03-31 |
| VCIT Vanguard Scottsdale F | 0.8% | 661K | $55M | ▲ 0.9% (+6K) | $80.22 | $82.29 (+3%) | 2026-03-31 |
| XLY Select Sector Spdr Tr | 0.8% | 486K | $53M | ▲ 0.8% (+4K) | $149.54 | $114.94 (−23%) | 2026-03-31 |
| HDUS Lattice Strategies Tr | 0.8% | 823K | $52M | ▲ 8.7% (+66K) | $41.25 | $70.60 (+71%) | 2026-03-31 |
| PYLD Pimco Etf Tr Multisec | 0.8% | 1.9M | $49M | ▲ 1.1% (+21K) | $26.54 | $26.38 (−1%) | 2026-03-31 |
| EUFN Ishares Tr Msci Euro | 0.7% | 1.3M | $45M | ▲ 7.2% (+87K) | $18.70 | $39.10 (+109%) | 2026-03-31 |
| IGLB Ishares Tr 10 Yr Inv | 0.7% | 856K | $43M | ▲ 6.8% (+55K) | $52.39 | $49.93 (−5%) | 2026-03-31 |
| BBCA J P Morgan Exchange-t | 0.7% | 450K | $42M | ▲ 8.5% (+35K) | $59.53 | $100.08 (+68%) | 2026-03-31 |
| XLE Select Sector Spdr Tr | 0.6% | 661K | $40M | ▲ 1.0% (+7K) | $82.83 | $54.06 (−35%) | 2026-03-31 |
| HIG The Hartford Insurance Group, Inc. | 0.6% | 298K | $40M | ▼ 22% (−83K) | $69.69 | $129.50 (+86%) | 2026-03-31 |
| MOTI Vaneck Etf Trust Mrng | 0.6% | 1.0M | $36M | ▲ 7.1% (+69K) | $31.97 | $33.38 (+4%) | 2026-03-31 |
| ZROZ Pimco Etf Tr 25yr Ze | 0.6% | 556K | $36M | ▲ 9.4% (+48K) | $72.73 | $64.04 (−12%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 0.5% | 73K | $35M | ▲ 53% (+25K) | $308.77 | $488.69 (+58%) | 2026-03-31 |
| PLTR Palantir Technologies Inc. Class A Common Stock | 0.5% | 224K | $33M | ▲ 29% (+50K) | $84.40 | $119.50 (+42%) | 2026-03-31 |
Showing top 50 of 372 holdings by value.
FAQ ▾
What are RiverFront Investment Group, LLC's largest holdings?
As of the latest 13F: Ishares Tr Core Msci 4.6%, Goldman Sachs Etf Tr 3.9%, J P Morgan Exchange T 3.7%, Apple Inc. 3.6%, Ishares Tr Eafe Value 3.2%.
How big is RiverFront Investment Group, LLC's 13F portfolio?
$6.5B across 372 disclosed U.S.-equity positions.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.