WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,933 positions
MICROSOFT CORP | 50M | $18.8B | 3.6% | $235.80 | +57.35% | 10 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 82.5M | $18.3B | 3.5% | $165.52 | +33.38% | 10 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORPORATION | 136.9M | $14.8B | 2.9% | $49.33 | +119.14% | 10 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 25.8M | $13.5B | 2.6% | $491.33 | +2.46% | 10 qtrssince 2022-Q4 | Increased 61 |
AMAZON COM INC | 64.8M | $12.3B | 2.4% | $96.99 | +98.71% | 10 qtrssince 2022-Q4 | Decreased 0 |
LILLY ELI & CO | 12.7M | $10.5B | 2.0% | $422.69 | +93.35% | 10 qtrssince 2022-Q4 | Increased 55 |
BROADCOM INC | 59M | $9.9B | 1.9% | $122.08 | +35.58% | 10 qtrssince 2022-Q4 | Increased 62 |
ALPHABET INC | 56M | $8.7B | 1.7% | $105.13 | +46.40% | 10 qtrssince 2022-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 13.5M | $7.4B | 1.4% | $407.49 | +33.29% | 10 qtrssince 2022-Q4 | Increased 66 |
MERCK & CO. INC | 81.7M | $7.3B | 1.4% | $99.20 | -13.82% | 10 qtrssince 2022-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 23.9M | $5.9B | 1.1% | $124.38 | +91.41% | 10 qtrssince 2022-Q4 | Decreased 0 |
FACEBOOK INC | 10M | $5.8B | 1.1% | $151.22 | +279.31% | 10 qtrssince 2022-Q4 | Increased 52 |
WELLS FARGO CO NEW | 71M | $5.1B | 1.0% | $51.83 | +34.02% | 10 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 18M | $4.8B | 0.9% | $170.43 | +55.29% | 10 qtrssince 2022-Q4 | Increased 51 |
TJX COS INC NEW | 34.5M | $4.2B | 0.8% | $75.66 | +58.03% | 10 qtrssince 2022-Q4 | Decreased 0 |
NETFLIX INC | 4.4M | $4.1B | 0.8% | $52.70 | +76.97% | 10 qtrssince 2022-Q4 | Increased 47 |
ABBOTT LABS | 29.8M | $3.9B | 0.8% | $103.49 | +24.15% | 10 qtrssince 2022-Q4 | Increased 51 |
VISA INC | 11M | $3.8B | 0.7% | $223.67 | +54.91% | 10 qtrssince 2022-Q4 | Increased 53 |
PROCTER AND GAMBLE CO | 22.3M | $3.8B | 0.7% | $137.19 | +19.11% | 10 qtrssince 2022-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 22.6M | $3.8B | 0.7% | $155.60 | +2.59% | 10 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $519.9B across 1933 positions as of Q1 2025. Top holdings: MSFT (3.6%), AAPL (3.5%), NVDA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 162 new positions, 144 exits, 835 increased. Top move: MA (INCREASED, conviction 66). Portfolio: $519.9B across 1933 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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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
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