WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2022
Top Holdings2,101 positions
MICROSOFT CORP | 61.1M | $18.8B | 3.2% | — | — | — | Decreased 0 |
UNITEDHEALTH GROUP INC | 28M | $14.3B | 2.4% | — | — | — | Decreased 0 |
APPLE INC | 67.1M | $11.7B | 2.0% | — | — | — | Increased 60 |
PFIZER INC | 216.7M | $11.2B | 1.9% | — | — | — | Decreased 0 |
ALPHABET INC | 3.9M | $10.8B | 1.9% | — | — | — | Decreased 0 |
AMAZON COM INC | 3.3M | $10.8B | 1.8% | — | — | — | Increased 56 |
ELI LILLY & CO | 27.2M | $7.8B | 1.3% | — | — | — | Decreased 0 |
PROCTER & GAMBLE CO | 47.1M | $7.2B | 1.2% | — | — | — | Decreased 0 |
CHARLES SCHWAB CORP (THE) | 77.5M | $6.5B | 1.1% | — | — | — | Decreased 0 |
JPMORGAN CHASE & CO | 43.1M | $5.9B | 1.0% | — | — | — | Decreased 0 |
JOHNSON & JOHNSON | 32.8M | $5.8B | 1.0% | — | — | — | Increased 45 |
CHUBB LIMITED | 27.1M | $5.8B | 1.0% | — | — | — | Decreased 0 |
TEXAS INSTRS INC | 31.4M | $5.8B | 1.0% | — | — | — | Increased 48 |
MASTERCARD INCORPORATED | 15.7M | $5.6B | 1.0% | — | — | — | Increased 62 |
RTX CORPORATION | 55.1M | $5.5B | 0.9% | — | — | — | Decreased 0 |
AMERICAN EXPRESS CO | 28.8M | $5.4B | 0.9% | — | — | — | Increased 45 |
DANAHER CORP DEL | 18.1M | $5.3B | 0.9% | — | — | — | Increased 46 |
TJX COS INC NEW | 84.9M | $5.1B | 0.9% | — | — | — | Increased 46 |
MCDONALDS CORP | 20.8M | $5.1B | 0.9% | — | — | — | Decreased 0 |
COCA COLA CO | 80.7M | $5B | 0.9% | — | — | — | Increased 50 |
WELLINGTON MANAGEMENT GROUP LLP manages $584B across 2101 positions as of Q1 2022. Top holdings: MSFT (3.2%), UNH (2.4%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 209 new positions, 275 exits, 777 increased. Top move: MA (INCREASED, conviction 62). Portfolio: $584.0B across 2101 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR