Assurant Inc. (AIZ)
AIZ · Financials · 
United States
Assurant Inc. (AIZ) is a US company in the Financials sector. The stock has its largest weight in SPYD (S&P High Yield Dividend Aristocrats), at 0.59%. Anyone who holds an ETF containing Assurant also has an indirect stake in the company.
Data and Charts: Assurant
Key Data for Assurant
Assurant Stock Price Chart
The Assurant chart shows daily closing prices and is set to the current year by default. The stock is up 21.6% year to date and up 37.8% over twelve months. The last recorded close on October 30, 2026, was $292.80, at 90% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Assurant Stock Performance
| Year to date | +21.6% | 1 year | +37.8% |
|---|---|---|---|
| 1 month | +11.1% | 3 months | +4.9% |
| Calendar year 2025 | +13.0% |
Measured in euros, Assurant is up 27.9% year to date and up 42.5% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Assurant
What ETF Is Assurant In?
Assurant has average ETF coverage and is held by 12 of the 104 ETFs we track, which together follow 6 indices. That puts the stock in more ETFs than 68.6% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| SPYD | S&P High Yield Dividend Aristocrats | 0.59% | €5.85 |
| XDEW | S&P 500 Equal Weight | 0.20% | €2.03 |
| ZPRS / WDSD | MSCI World Small Cap | 0.14% | €1.40 |
| XSWC / XSWD | MSCI World Small Cap | 0.14% | €1.37 |
| SPYI / SPSA | MSCI ACWI IMI | 0.06% | €0.62 |
| SPYL / SPY5 | S&P 500 | 0.02% | €0.23 |
| SXR8 | S&P 500 | 0.02% | €0.20 |
| WIMI | MSCI World IMI | 0.02% | €0.18 |
The last column shows how much of €1,000 in one of these funds goes to Assurant, based on each fund's latest holdings list.
US-listed ETFs holding Assurant (weight per latest SEC filing): VYM 0.06%, IVV 0.02%, SPY 0.02%, VOO 0.02%, VTI 0.02%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Assurant Weight in iShares Core S&P 500 (SXR8) Since 2019
In iShares Core S&P 500 (SXR8), Assurant had a weight of 0.03% on Sep 30, 2019 and 0.02% on Oct 29, 2026. The fund tracks the S&P 500. Its share peaked at 0.03% on Sep 30, 2019. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Assurant overlaps with the rest of a portfolio.
Which Tracked Investors Hold Assurant?
Assurant is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Assurant increased its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Bridgewater Associates | 34,707 | $9M | increased by 25,741 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Assurant
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Assurant | – | – | +37.8% | 24.6% | 6.8% | +7.9% |
| Erie Indemnity Company | 12 | – | -15.6% | 34.8% | 13.8% | +7.2% |
| FactSet Research Systems | 12 | – | +22.5% | 37.0% | 21.5% | +6.7% |
 Globe Life | 12 | – | +20.1% | 23.9% | 19.4% | +3.7% |
 Jack Henry and Associates | 12 | – | +7.6% | 25.2% | 19.8% | +7.1% |
| Albemarle Corporation | 12 | – | -7.0% | 58.3% | -9.9% | -4.4% |
| A. O. Smith Corporation | 12 | – | -5.4% | 25.9% | 14.3% | +0.3% |
| Brown-Forman Corporation | 12 | – | +7.6% | 38.3% | – | – |
| Clorox Company | 12 | – | -21.7% | 26.5% | 8.5% | +0.2% |
These stocks reach a portfolio through largely the same funds as Assurant. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Assurant
Assurant Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 11.1 | 0.6 | 5.8% |
| FY ended Dec 2024 | 11.9 | 0.8 | 6.4% |
| FY ended Dec 2025 | 12.8 | 0.9 | 6.8% |
Technical Analysis: Assurant
Assurant Risk Metrics
The close on Oct 30, 2026, was 2.9% below the highest close since Aug 12, 2024. That high was reached on Aug 5, 2026. When the S&P 500 rose or fell 1%, Assurant moved 0.10% on average in the same direction (past 252 trading days). The correlation of 0.06, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Assurant.
What Assurant Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Chubb Limited | +0.55 | |
| Everest Group Ltd. | +0.54 | |
| Hartford Insurance Group Inc. | +0.53 | |
| Aflac Incorporated | +0.52 | |
| Corebridge Financial Inc. | +0.52 | |
| American International Group Inc. | +0.51 | |
| Keysight Technologies Inc | -0.33 | |
| Tower Semiconductor Ltd | -0.32 | |
| Advanced Micro Devices Inc. | -0.31 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
