Jackson Financial Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Jackson Financial Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. This segment also provides a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, banks and other financial institutions, wirehouses and regional broker-dealers, and independent registered investment advisors, third-party platforms, and insurance agents. Jackson Financial Inc. was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. The company was incorporated in 2006 and is headquartered in Lansing, Michigan.
Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. This segment also provides a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, banks and other financial institutions, wirehouses and regional broker-dealers, and independent registered investment advisors, third-party platforms, and insurance agents. Jackson Financial Inc. was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. The company was incorporated in 2006 and is headquartered in Lansing, Michigan.
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
No thesis.
Largest filed tie
0
filed ties
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Same SIC code · 6
Same SEC industry code: MetLife Inc, Prudential Financial Inc, Globe Life Inc. and 3 more; of Jackson Financial Inc.'s 6 closest co-movers, 2 share that code.
Same SIC code · 6
Same SEC industry code: MetLife Inc, Prudential Financial Inc, Globe Life Inc. and 3 more; of Jackson Financial Inc.'s 6 closest co-movers, 2 share that code.
Jackson Financial Inc.
140.73
+3.09 · +2.24%
post 143.00 +1.62%
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $696.3M | 10.63% | −1.45% |
| Vanguard Portfolioindex-like | $557.6M | 8.51% | −0.32% |
| TPG GP A | $482.8M | 7.37% | 0.00% |
| Dimensional | $421.6M | 6.44% | +1.40% |
| Vanguardindex-like | $321.1M | 4.90% | −0.56% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $696.3M | 10.63% | −1.45% |
| Vanguard Portfolioindex-like | $557.6M | 8.51% | −0.32% |
| TPG GP A | $482.8M | 7.37% | 0.00% |
| Dimensional | $421.6M | 6.44% | +1.40% |
| Vanguardindex-like | $321.1M | 4.90% | −0.56% |
Expected move
Inputsspot 141.15exp Feb 19ATM strike 140ATM straddle 22.45IV 36%