WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,933 positions
Microsoft Corp. | 50M | $18.8B | 3.6% | $144.02 | +157.63% | 23 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc | 82.5M | $18.3B | 3.5% | $138.48 | +59.42% | 23 qtrssince 2019-Q3 | Decreased 0 |
Nvidia Corp | 136.9M | $14.8B | 2.9% | $51.01 | +111.95% | 23 qtrssince 2019-Q3 | Decreased 0 |
UnitedHealth Group Inc | 25.8M | $13.5B | 2.6% | $256.26 | +96.44% | 23 qtrssince 2019-Q3 | Increased 61 |
Amazon.com Inc | 64.8M | $12.3B | 2.4% | $121.93 | +56.04% | 23 qtrssince 2019-Q3 | Decreased 0 |
Eli Lilly & Co | 12.7M | $10.5B | 2.0% | $227.20 | +259.71% | 23 qtrssince 2019-Q3 | Increased 55 |
Broadcom Inc | 59M | $9.9B | 1.9% | $118.92 | +39.19% | 23 qtrssince 2019-Q3 | Increased 62 |
Alphabet Inc | 56M | $8.7B | 1.7% | $91.26 | +68.66% | 23 qtrssince 2019-Q3 | Decreased 0 |
MasterCard Inc | 13.5M | $7.4B | 1.4% | $395.98 | +36.95% | 23 qtrssince 2019-Q3 | Increased 66 |
Merck & Co Inc | 81.7M | $7.3B | 1.4% | $85.07 | +0.50% | 23 qtrssince 2019-Q3 | Increased 51 |
JPMorgan Chase & Co | 23.9M | $5.9B | 1.1% | $101.47 | +133.45% | 23 qtrssince 2019-Q3 | Decreased 0 |
Meta Platforms Inc | 10M | $5.8B | 1.1% | $213.94 | +168.10% | 23 qtrssince 2019-Q3 | Increased 52 |
WELLS FARGO & CO | 71M | $5.1B | 1.0% | $51.83 | +34.02% | 23 qtrssince 2019-Q3 | Decreased 0 |
American Express Co | 18M | $4.8B | 0.9% | $143.84 | +83.43% | 23 qtrssince 2019-Q3 | Increased 51 |
TJX Companies Inc. | 34.5M | $4.2B | 0.8% | $51.50 | +132.18% | 23 qtrssince 2019-Q3 | Decreased 0 |
Netflix Inc | 4.4M | $4.1B | 0.8% | $52.20 | +78.65% | 23 qtrssince 2019-Q3 | Increased 47 |
Abbott Laboratories | 29.8M | $3.9B | 0.8% | $102.25 | +25.65% | 23 qtrssince 2019-Q3 | Increased 51 |
Visa Inc | 11M | $3.8B | 0.7% | $207.80 | +66.74% | 23 qtrssince 2019-Q3 | Increased 53 |
Procter & Gamble Co/The | 22.3M | $3.8B | 0.7% | $108.40 | +50.75% | 23 qtrssince 2019-Q3 | Decreased 0 |
Johnson & Johnson | 22.6M | $3.8B | 0.7% | $118.20 | +35.05% | 23 qtrssince 2019-Q3 | 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.
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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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