WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,933 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 50M | $18.8B | 3.6% | $237.08 | +58.93% | 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 CORP | 136.9M | $14.8B | 2.9% | $115.96 | -5.44% | 10 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 25.8M | $13.5B | 2.6% | $500.22 | +1.11% | 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 |
ELI LILLY & CO | 12.7M | $10.5B | 2.0% | $422.69 | +93.35% | 10 qtrssince 2022-Q4 | Increased 55 |
BROADCOM INC | 59M | $9.9B | 1.9% | $165.44 | +1.61% | 10 qtrssince 2022-Q4 | Increased 62 |
ALPHABET INC-CL A | 56M | $8.7B | 1.7% | $105.22 | +46.26% | 10 qtrssince 2022-Q4 | Decreased 0 |
MASTERCARD INC - A | 13.5M | $7.4B | 1.4% | $406.74 | +32.15% | 10 qtrssince 2022-Q4 | Increased 66 |
MERCK & CO. INC. | 81.7M | $7.3B | 1.4% | $101.01 | -14.13% | 10 qtrssince 2022-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 23.9M | $5.9B | 1.1% | $125.56 | +89.53% | 10 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10M | $5.8B | 1.1% | $150.72 | +281.79% | 10 qtrssince 2022-Q4 | Increased 52 |
WELLS FARGO & CO | 71M | $5.1B | 1.0% | $51.83 | +34.02% | 10 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 18M | $4.8B | 0.9% | $170.93 | +53.68% | 10 qtrssince 2022-Q4 | Increased 51 |
TJX COMPANIES INC | 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 | +77.21% | 10 qtrssince 2022-Q4 | Increased 47 |
ABBOTT LABORATORIES | 29.8M | $3.9B | 0.8% | $103.49 | +24.15% | 10 qtrssince 2022-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 11M | $3.8B | 0.7% | $223.67 | +54.91% | 10 qtrssince 2022-Q4 | Increased 53 |
PROCTER & GAMBLE CO/THE | 22.3M | $3.8B | 0.7% | $137.19 | +19.11% | 10 qtrssince 2022-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 22.6M | $3.8B | 0.7% | $158.08 | +1.29% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 160 new positions, 143 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
Top Winners
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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