WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,982 positions
Microsoft Corp | 66M | $19B | 3.8% | $234.36 | +19.69% | 2 qtrssince 2022-Q4 | Increased 61 |
UnitedHealth Group Inc | 24.1M | $11.4B | 2.3% | $491.87 | -10.49% | 2 qtrssince 2022-Q4 | Increased 55 |
Apple Inc | 57.4M | $9.5B | 1.9% | $127.65 | +27.11% | 2 qtrssince 2022-Q4 | Decreased 0 |
Pfizer Inc | 218.9M | $8.9B | 1.8% | $40.24 | -18.21% | 2 qtrssince 2022-Q4 | Increased 55 |
Alphabet Inc | 84.3M | $8.7B | 1.7% | $89.72 | +14.52% | 2 qtrssince 2022-Q4 | Increased 59 |
Amazon.com Inc | 75.8M | $7.8B | 1.6% | $87.17 | +17.01% | 2 qtrssince 2022-Q4 | Increased 60 |
Merck & Co Inc | 68.6M | $7.3B | 1.4% | $98.88 | -3.12% | 2 qtrssince 2022-Q4 | Increased 56 |
Eli Lilly & Co | 20.3M | $7B | 1.4% | $355.22 | -5.74% | 2 qtrssince 2022-Q4 | Increased 51 |
TJX Cos Inc/The | 78.2M | $6.1B | 1.2% | $75.66 | -1.19% | 2 qtrssince 2022-Q4 | Decreased 0 |
Texas Instruments Inc | 28.6M | $5.3B | 1.1% | $149.42 | +12.58% | 2 qtrssince 2022-Q4 | Increased 53 |
Procter & Gamble Co/The | 33.8M | $5B | 1.0% | $137.42 | -1.26% | 2 qtrssince 2022-Q4 | Increased 46 |
Danaher Corp | 19.6M | $5B | 1.0% | $230.40 | -4.94% | 2 qtrssince 2022-Q4 | Decreased 0 |
Facebook Inc | 23.3M | $4.9B | 1.0% | $138.03 | +52.09% | 2 qtrssince 2022-Q4 | Increased 56 |
Visa Inc | 21.5M | $4.9B | 1.0% | $201.90 | +8.73% | 2 qtrssince 2022-Q4 | Decreased 0 |
JPMorgan Chase & Co | 37.2M | $4.9B | 1.0% | $122.80 | -2.11% | 2 qtrssince 2022-Q4 | Decreased 0 |
Mastercard Inc | 13.3M | $4.8B | 1.0% | $340.00 | +4.68% | 2 qtrssince 2022-Q4 | Decreased 0 |
Home Depot Inc/The | 15.7M | $4.6B | 0.9% | $285.45 | -5.56% | 2 qtrssince 2022-Q4 | Increased 48 |
Stryker Corp | 16.2M | $4.6B | 0.9% | $235.47 | +17.08% | 2 qtrssince 2022-Q4 | Decreased 0 |
ConocoPhillips | 44.7M | $4.4B | 0.9% | $104.30 | -14.70% | 2 qtrssince 2022-Q4 | Increased 46 |
McDonald's Corp | 15.5M | $4.3B | 0.9% | $241.14 | +6.71% | 2 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $504.6B across 1982 positions as of Q1 2023. Top holdings: MSFT (3.8%), UNH (2.3%), AAPL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 196 new positions, 192 exits, 759 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $504.6B across 1982 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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