# EDGAR Filing Document

**Accession Number:** 0000040729
**File Stem:** 0000040729-26-000003
**Filing Date:** 2026-2
**Character Count:** 15052
**Document Hash:** dd1ca12496e66e34e908216818fca646
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000040729-26-000003.hdr.sgml**: 20260213

**ACCESSION NUMBER**: 0000040729-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260213

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ally Financial Inc.
- **CENTRAL INDEX KEY:** 0000040729
- **STANDARD INDUSTRIAL CLASSIFICATION:** STATE COMMERCIAL BANKS [6022]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 380572512
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14534
- **FILM NUMBER:** 26633241

**BUSINESS ADDRESS:**
- **STREET 1:** ALLY DETROIT CENTER
- **STREET 2:** 500 WOODWARD AVE. FLOOR 10
- **CITY:** DETROIT
- **STATE:** MI
- **ZIP:** 48226
- **BUSINESS PHONE:** 866-710-4623

**MAIL ADDRESS:**
- **STREET 1:** ALLY DETROIT CENTER
- **STREET 2:** 500 WOODWARD AVE. FLOOR 10
- **CITY:** DETROIT
- **STATE:** MI
- **ZIP:** 48226

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GMAC INC.
- **DATE OF NAME CHANGE:** 20090701

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GMAC LLC
- **DATE OF NAME CHANGE:** 20060720

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GENERAL MOTORS ACCEPTANCE CORP
- **DATE OF NAME CHANGE:** 19920703

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Ally Financial Inc.<br>**Address:** ALLY DETROIT CENTER<br>500 WOODWARD AVE. FLOOR 10<br>Detroit, MI 48226

**Form 13F File Number:** 028-14534

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey A. Belisle<br>**Title:** Assistant Secretary<br>**Phone:** 313-656-6132

**Signature, Place, and Date of Signing:**

/S/ Jeffrey A. Belisle  Detroit, MI  02-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 2

**Form 13F Information Table Entry Total:** 110

**Form 13F Information Table Value Total:** $818991833

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                         | Form 13F File Number   |
|:---|:---|:---|
|  | Ally Insurance Holdings Inc. | 028-14536              |
|  | Motors Insurance Corp.       | 028-14535              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Abbott Laboratories | COM | 002824100 |  | 3006960 | 24000 | SH |  | DFND | 12 | 24000 | 0 | 0 |
| Abbvie Inc | COM | 00287Y109 |  | 4112820 | 18000 | SH |  | DFND | 12 | 18000 | 0 | 0 |
| Adobe Inc | COM | 00724F101 |  | 7174795 | 20500 | SH |  | DFND | 12 | 20500 | 0 | 0 |
| Air Products And Chemicals Inc | COM | 009158106 |  | 5681460 | 23000 | SH |  | DFND | 12 | 23000 | 0 | 0 |
| Alphabet Inc | COM | 02079K305 |  | 12989500 | 41500 | SH |  | DFND | 12 | 41500 | 0 | 0 |
| Amazon.com Inc | COM | 023135106 |  | 41085960 | 178000 | SH |  | DFND | 12 | 178000 | 0 | 0 |
| American Tower Corp | COM | 03027X100 |  | 5442670 | 31000 | SH |  | DFND | 12 | 31000 | 0 | 0 |
| Anheuser-busch Inbev Sa/nv | ADR | 03524A108 |  | 6724200 | 105000 | SH |  | DFND | 12 | 105000 | 0 | 0 |
| Elevance Health Inc | COM | 036752103 |  | 4206600 | 12000 | SH |  | DFND | 12 | 12000 | 0 | 0 |
| Apple Inc | COM | 037833100 |  | 1631160 | 6000 | SH |  | DFND | 12 | 6000 | 0 | 0 |
| Avalonbay Communities Inc | COM | 053484101 |  | 906550 | 5000 | SH |  | DFND | 12 | 5000 | 0 | 0 |
| Baidu Inc | ADR | 056752108 |  | 1437260 | 11000 | SH |  | DFND | 12 | 11000 | 0 | 0 |
| Baxter International Inc | COM | 071813109 |  | 1968330 | 103000 | SH |  | DFND | 12 | 103000 | 0 | 0 |
| Becton Dickinson  Co | COM | 075887109 |  | 5045820 | 26000 | SH |  | DFND | 12 | 26000 | 0 | 0 |
| Berkshire Hathaway Inc | COM | 084670702 |  | 21111300 | 42000 | SH |  | DFND | 12 | 42000 | 0 | 0 |
| Boeing Co/the | COM | 097023105 |  | 7599200 | 35000 | SH |  | DFND | 12 | 35000 | 0 | 0 |
| Brown-forman Corp | COM | 115637209 |  | 2944780 | 113000 | SH |  | DFND | 12 | 113000 | 0 | 0 |
| Csx Corp | COM | 126408103 |  | 4495000 | 124000 | SH |  | DFND | 12 | 124000 | 0 | 0 |
| Carnival Corp | COM | 143658300 |  | 3817500 | 125000 | SH |  | DFND | 12 | 125000 | 0 | 0 |
| Carrier Global Corp | COM | 14448C104 |  | 1215320 | 23000 | SH |  | DFND | 12 | 23000 | 0 | 0 |
| Chipotle Mexican Grill Inc | COM | 169656105 |  | 1184000 | 32000 | SH |  | DFND | 12 | 32000 | 0 | 0 |
| Coca-cola Co/the | COM | 191216100 |  | 3145950 | 45000 | SH |  | DFND | 12 | 45000 | 0 | 0 |
| Comcast Corp | COM | 20030N101 |  | 6673002 | 223252 | SH |  | DFND | 12 | 223252 | 0 | 0 |
| Conagra Brands Inc | COM | 205887102 |  | 3011940 | 174000 | SH |  | DFND | 12 | 174000 | 0 | 0 |
| Constellation Brands Inc | COM | 21036P108 |  | 1586540 | 11500 | SH |  | DFND | 12 | 11500 | 0 | 0 |
| Costco Wholesale Corp | COM | 22160K105 |  | 2155850 | 2500 | SH |  | DFND | 12 | 2500 | 0 | 0 |
| Danaher Corp | COM | 235851102 |  | 8241120 | 36000 | SH |  | DFND | 12 | 36000 | 0 | 0 |
| Walt Disney Co/the | COM | 254687106 |  | 8191440 | 72000 | SH |  | DFND | 1 | 72000 | 0 | 0 |
| Dollar General Corp | COM | 256677105 |  | 929390 | 7000 | SH |  | DFND | 12 | 7000 | 0 | 0 |
| Elanco Animal Health Inc | COM | 28414H103 |  | 1787770 | 79000 | SH |  | DFND | 12 | 79000 | 0 | 0 |
| Equinix Inc | COM | 29444U700 |  | 1149240 | 1500 | SH |  | DFND | 12 | 1500 | 0 | 0 |
| Extra Space Storage Inc | COM | 30225T102 |  | 2474180 | 19000 | SH |  | DFND | 12 | 19000 | 0 | 0 |
| Meta Platforms Inc | COM | 30303M102 |  | 17822430 | 27000 | SH |  | DFND | 12 | 27000 | 0 | 0 |
| Fedex Corp | COM | 31428X106 |  | 3466320 | 12000 | SH |  | DFND | 12 | 12000 | 0 | 0 |
| Fidelity National Information Services Inc | COM | 31620M106 |  | 2857780 | 43000 | SH |  | DFND | 12 | 43000 | 0 | 0 |
| Franklin Resources Inc | COM | 354613101 |  | 3344600 | 140000 | SH |  | DFND | 2 | 140000 | 0 | 0 |
| Ge Healthcare Technologies Inc | COM | 36266G107 |  | 2802240 | 34165 | SH |  | DFND | 12 | 34165 | 0 | 0 |
| Global Payments Inc | COM | 37940X102 |  | 2786400 | 36000 | SH |  | DFND | 12 | 36000 | 0 | 0 |
| Honeywell International Inc | COM | 438516106 |  | 2731260 | 14000 | SH |  | DFND | 12 | 14000 | 0 | 0 |
| Humana Inc | COM | 444859102 |  | 4098080 | 16000 | SH |  | DFND | 12 | 16000 | 0 | 0 |
| Intel Corp | COM | 458140100 |  | 4907700 | 133000 | SH |  | DFND | 12 | 133000 | 0 | 0 |
| Invesco S 500 Equal Weight Etf | ETF | 46137V357 |  | 147118080 | 768000 | SH |  | DFND | 12 | 768000 | 0 | 0 |
| Ishares 20 Year Treasury Bond Etf | ETF | 464287432 |  | 76090680 | 873000 | SH |  | DFND | 1 | 873000 | 0 | 0 |
| Ishares Core S Small-cap Etf | ETF | 464287804 |  | 77035380 | 641000 | SH |  | DFND | 12 | 641000 | 0 | 0 |
| Kraft Heinz Co/the | COM | 500754106 |  | 3176750 | 131000 | SH |  | DFND | 12 | 131000 | 0 | 0 |
| Estee Lauder Cos Inc/the | COM | 518439104 |  | 3560480 | 34000 | SH |  | DFND | 12 | 34000 | 0 | 0 |
| Lennar Corp | COM | 526057104 |  | 2056000 | 20000 | SH |  | DFND | 12 | 20000 | 0 | 0 |
| Eli Lilly  Co | COM | 532457108 |  | 4298720 | 4000 | SH |  | DFND | 12 | 4000 | 0 | 0 |
| Lockheed Martin Corp | COM | 539830109 |  | 5804040 | 12000 | SH |  | DFND | 12 | 12000 | 0 | 0 |
| M Bank Corp | COM | 55261F104 |  | 1007400 | 5000 | SH |  | DFND | 12 | 5000 | 0 | 0 |
| Mastercard Inc | COM | 57636Q104 |  | 6279680 | 11000 | SH |  | DFND | 12 | 11000 | 0 | 0 |
| Mcdonald's Corp | COM | 580135101 |  | 5501340 | 18000 | SH |  | DFND | 12 | 18000 | 0 | 0 |
| Merck  Co Inc | COM | 58933Y105 |  | 16104780 | 153000 | SH |  | DFND | 12 | 153000 | 0 | 0 |
| Microsoft Corp | COM | 594918104 |  | 20312040 | 42000 | SH |  | DFND | 12 | 42000 | 0 | 0 |
| Microchip Technology Inc | COM | 595017104 |  | 1210680 | 19000 | SH |  | DFND | 12 | 19000 | 0 | 0 |
| Nov Inc | COM | 62955J103 |  | 390750 | 25000 | SH |  | DFND | 1 | 25000 | 0 | 0 |
| Netflix Inc | COM | 64110L106 |  | 7313280 | 78000 | SH |  | DFND | 12 | 78000 | 0 | 0 |
| Nike Inc | COM | 654106103 |  | 8473430 | 133000 | SH |  | DFND | 12 | 133000 | 0 | 0 |
| Nvidia Corp | COM | 67066G104 |  | 21261000 | 114000 | SH |  | DFND | 12 | 114000 | 0 | 0 |
| Oracle Corp | COM | 68389X105 |  | 5067660 | 26000 | SH |  | DFND | 12 | 26000 | 0 | 0 |
| Otis Worldwide Corp | COM | 68902V107 |  | 1048200 | 12000 | SH |  | DFND | 12 | 12000 | 0 | 0 |
| Pnc Financial Services Group Inc/the | COM | 693475105 |  | 1148015 | 5500 | SH |  | DFND | 12 | 5500 | 0 | 0 |
| Paychex Inc | COM | 704326107 |  | 2243600 | 20000 | SH |  | DFND | 12 | 20000 | 0 | 0 |
| Paypal Holdings Inc | COM | 70450Y103 |  | 5487720 | 94000 | SH |  | DFND | 12 | 94000 | 0 | 0 |
| Pepsico Inc | COM | 713448108 |  | 16217760 | 113000 | SH |  | DFND | 12 | 113000 | 0 | 0 |
| Pfizer Inc | COM | 717081103 |  | 11105400 | 446000 | SH |  | DFND | 12 | 446000 | 0 | 0 |
| Procter  Gamble Co/the | COM | 742718109 |  | 4585920 | 32000 | SH |  | DFND | 12 | 32000 | 0 | 0 |
| Progressive Corp/the | COM | 743315103 |  | 1821760 | 8000 | SH |  | DFND | 12 | 8000 | 0 | 0 |
| Qualcomm Inc | COM | 747525103 |  | 2565750 | 15000 | SH |  | DFND | 12 | 15000 | 0 | 0 |
| Salesforce Inc | COM | 79466L302 |  | 8609575 | 32500 | SH |  | DFND | 12 | 32500 | 0 | 0 |
| Solventum Corp | COM | 83444M101 |  | 990500 | 12500 | SH |  | DFND | 12 | 12500 | 0 | 0 |
| Stanley Black  Decker Inc | COM | 854502101 |  | 1857000 | 25000 | SH |  | DFND | 12 | 25000 | 0 | 0 |
| Target Corp | COM | 87612E106 |  | 4692000 | 48000 | SH |  | DFND | 12 | 48000 | 0 | 0 |
| Texas Instruments Inc | COM | 882508104 |  | 2775840 | 16000 | SH |  | DFND | 12 | 16000 | 0 | 0 |
| Thermo Fisher Scientific Inc | COM | 883556102 |  | 1158900 | 2000 | SH |  | DFND | 12 | 2000 | 0 | 0 |
| Truist Financial Corp | COM | 89832Q109 |  | 2509710 | 51000 | SH |  | DFND | 12 | 51000 | 0 | 0 |
| Us Bancorp | COM | 902973304 |  | 4855760 | 91000 | SH |  | DFND | 12 | 91000 | 0 | 0 |
| Uber Technologies Inc | COM | 90353T100 |  | 2941560 | 36000 | SH |  | DFND | 12 | 36000 | 0 | 0 |
| Under Armour Inc | COM | 904311107 |  | 497000 | 100000 | SH |  | DFND | 1 | 100000 | 0 | 0 |
| Union Pacific Corp | COM | 907818108 |  | 3816780 | 16500 | SH |  | DFND | 12 | 16500 | 0 | 0 |
| United Parcel Service Inc | COM | 911312106 |  | 5951400 | 60000 | SH |  | DFND | 12 | 60000 | 0 | 0 |
| Unitedhealth Group Inc | COM | 91324P102 |  | 9903300 | 30000 | SH |  | DFND | 12 | 30000 | 0 | 0 |
| Verizon Communications Inc | COM | 92343V104 |  | 11811700 | 290000 | SH |  | DFND | 12 | 290000 | 0 | 0 |
| Viatris Inc | COM | 92556V106 |  | 1904743 | 152991 | SH |  | DFND | 1 | 152991 | 0 | 0 |
| Visa Inc | COM | 92826C839 |  | 8417040 | 24000 | SH |  | DFND | 12 | 24000 | 0 | 0 |
| Volkswagen Ag | ADR | 928662600 |  | 731400 | 60000 | SH |  | DFND | 12 | 60000 | 0 | 0 |
| Walmart Inc | COM | 931142103 |  | 1671150 | 15000 | SH |  | DFND | 12 | 15000 | 0 | 0 |
| Warner Bros Discovery Inc | COM | 934423104 |  | 4845558 | 168132 | SH |  | DFND | 12 | 168132 | 0 | 0 |
| Wells Fargo  Co | COM | 949746101 |  | 4100800 | 44000 | SH |  | DFND | 12 | 44000 | 0 | 0 |
| Workday Inc | COM | 98138H101 |  | 5154720 | 24000 | SH |  | DFND | 12 | 24000 | 0 | 0 |
| Zimmer Biomet Holdings Inc | COM | 98956P102 |  | 1798400 | 20000 | SH |  | DFND | 12 | 20000 | 0 | 0 |
| Zoetis Inc | COM | 98978V103 |  | 1384020 | 11000 | SH |  | DFND | 12 | 11000 | 0 | 0 |
| Accenture Plc | COM | G1151C101 |  | 2414700 | 9000 | SH |  | DFND | 12 | 9000 | 0 | 0 |
| Eaton Corp Plc | COM | G29183103 |  | 1911060 | 6000 | SH |  | DFND | 12 | 6000 | 0 | 0 |
| Linde Plc | COM | G54950103 |  | 5116680 | 12000 | SH |  | DFND | 12 | 12000 | 0 | 0 |
| Medtronic Plc | COM | G5960L103 |  | 2785740 | 29000 | SH |  | DFND | 12 | 29000 | 0 | 0 |
| Chubb Ltd | COM | H1467J104 |  | 3121200 | 10000 | SH |  | DFND | 12 | 10000 | 0 | 0 |
| Slb Ltd | COM | 806857108 |  | 4029900 | 105000 | SH |  | DFND | 12 | 105000 | 0 | 0 |
| American Water Works Co Inc | COM | 030420103 |  | 1566000 | 12000 | SH |  | DFND | 12 | 12000 | 0 | 0 |
| Automatic Data Processing Inc | COM | 053015103 |  | 2057840 | 8000 | SH |  | DFND | 12 | 8000 | 0 | 0 |
| Bank Of America Corp | COM | 060505104 |  | 2750000 | 50000 | SH |  | DFND | 12 | 50000 | 0 | 0 |
| Blackrock Inc | COM | 09290D101 |  | 2140680 | 2000 | SH |  | DFND | 12 | 2000 | 0 | 0 |
| Boston Scientific Corp | COM | 101137107 |  | 1048850 | 11000 | SH |  | DFND | 12 | 11000 | 0 | 0 |
| Colgate-palmolive Co | COM | 194162103 |  | 1027260 | 13000 | SH |  | DFND | 12 | 13000 | 0 | 0 |
| Home Depot Inc/the | COM | 437076102 |  | 1548450 | 4500 | SH |  | DFND | 12 | 4500 | 0 | 0 |
| Kkr  Co Inc | COM | 48251W104 |  | 2039680 | 16000 | SH |  | DFND | 12 | 16000 | 0 | 0 |
| Kimberly-clark Corp | COM | 494368103 |  | 1008900 | 10000 | SH |  | DFND | 12 | 10000 | 0 | 0 |
| Lowe's Cos Inc | COM | 548661107 |  | 1688120 | 7000 | SH |  | DFND | 12 | 7000 | 0 | 0 |
| Waste Management Inc | COM | 94106L109 |  | 1647825 | 7500 | SH |  | DFND | 12 | 7500 | 0 | 0 |
| Altria Group Inc | COM | 02209S103 |  | 2479380 | 43000 | SH |  | DFND | 1 | 43000 | 0 | 0 |

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