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Empower Capital Management, LLC
Jonathan Kreider · Asset Manager · Multi-Strategy
Empower Capital Management, LLC (ECM) is a Colorado-based investment adviser and a subsidiary of Empower Annuity Insurance Company of America. Part of the broader Great-West Lifeco group, which has roots dating back to 1891, the modern Empower brand was established in 2014. ECM specializes in providing investment management services for retirement plans, specifically acting as the investment adviser for the Empower Funds family and offering solutions for non-qualified deferred compensation plans. The firm oversees a significant portfolio of assets, focusing on target-date funds, risk-based portfolios, and custom stable value products to help millions of Americans achieve financial security and long-term retirement goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.2% |
| YTD return | +20.2% |
| Sharpe ratio | 4.41 |
| Win rate | 60% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.empower.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 9.9% | +19.9% |
| WELL | Welltower Inc | 9.8% | +22.2% |
| AAPL | Apple Inc | 9.2% | +27.4% |
| GOOGL | Alphabet Inc Class A | 8.5% | +25.6% |
| PLD | Prologis Inc | 7.7% | +13.2% |
| EQIX | Equinix Inc | 6.0% | +29.9% |
| MSFT | Microsoft Corporation | 5.9% | +1.7% |
| AMZN | Amazon.com Inc | 4.7% | +13.5% |
| LLY | Eli Lilly and Company | 4.3% | +24.0% |
| AMD | Advanced Micro Devices Inc | 4.3% | +192.0% |
| SPG | Simon Property Group Inc | 4.0% | +8.4% |
| ASML | ASML Holding NV ADR | 3.4% | +56.2% |
| O | Realty Income Corporation | 3.3% | -6.4% |
| APH | Amphenol Corporation | 3.1% | +31.1% |
| AVGO | Broadcom Inc | 3.0% | +5.2% |
| PSA | Public Storage | 2.8% | -0.4% |
| V | Visa Inc. Class A | 2.6% | +0.6% |
| VTR | Ventas Inc | 2.6% | -2.8% |
| TSM | Taiwan Semiconductor Manufacturing | 2.4% | +32.6% |
| MU | Micron Technology Inc | 2.3% | +17.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 7.5% → 8.5% |
| Aug 31, 2026 | BUY | V | 2.3% → 2.6% |
| Aug 31, 2026 | SELL | APH | 3.1% → 3.1% |
| Aug 31, 2026 | BUY | PLD | 7.7% → 7.7% |
| Aug 31, 2026 | BUY | VTR | 2.5% → 2.6% |
Investment Style Analysis
Empower Capital Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and REIT - Healthcare Facilities sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Empower Capital Management, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Empower Capital Management's philosophy is centered on the integration of technology, people, and personalized advice to drive financial freedom for all. The firm's investment methodology utilizes sector and style weighting, risk minimization, and tax optimization to build tailored portfolios for retirement plan participants. By offering a combination of proprietary managed accounts, mutual funds, and access to private markets through partnerships, ECM focuses on delivering consistent long-term returns and risk-adjusted growth. Their approach is designed to be accessible and transparent, prioritizing the unique financial needs and risk tolerances of investors at every stage of their lives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Empower Capital Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Empower Capital Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Empower Capital Management, LLC's largest holding?
As of the latest filing, Empower Capital Management, LLC's top position is NVIDIA Corporation (NVDA), representing 9.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Empower Capital Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +25.2% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 4.41, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Empower Capital Management, LLC primarily invest in?
Empower Capital Management, LLC has a strong preference for the Semiconductors sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to REIT - Healthcare Facilities, indicating a specific thematic focus.
Is Empower Capital Management, LLC's portfolio concentrated or diversified?
Empower Capital Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Empower Capital Management, LLC performed in 2026?
Our AI-simulated model portfolio for Empower Capital Management, LLC tracks a Year-to-Date (YTD) return of +20.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jonathan Kreider manage Empower Capital Management, LLC directly?
Yes, Jonathan Kreider serves as the key portfolio manager for Empower Capital Management, LLC, overseeing the investment strategy and final capital allocation decisions.