WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2021
Top Holdings2,167 positions
MICROSOFT CORP | 61.6M | $20.7B | 3.3% | — | — | — | Decreased 0 |
UNITEDHEALTH GROUP INC | 29M | $14.6B | 2.3% | — | — | — | Decreased 0 |
PFIZER INC | 221.4M | $13.1B | 2.1% | — | — | — | Increased 55 |
ALPHABET INC | 4.4M | $12.7B | 2.0% | — | — | — | Decreased 0 |
APPLE INC | 61M | $10.8B | 1.7% | — | — | — | Decreased 0 |
AMAZON COM INC | 3M | $9.9B | 1.6% | — | — | — | Increased 54 |
META PLATFORMS INC | 24.4M | $8.2B | 1.3% | — | — | — | Decreased 0 |
PROCTER AND GAMBLE CO | 47.6M | $7.8B | 1.2% | — | — | — | Decreased 0 |
JPMORGAN CHASE & CO | 48.5M | $7.7B | 1.2% | — | — | — | Decreased 0 |
ELI LILLY & CO | 27.3M | $7.5B | 1.2% | — | — | — | Decreased 0 |
SCHWAB CHARLES CORP | 81.8M | $6.9B | 1.1% | — | — | — | Increased 51 |
MCDONALDS CORP | 23.7M | $6.4B | 1.0% | — | — | — | Decreased 0 |
TJX COS INC NEW | 83.6M | $6.4B | 1.0% | — | — | — | Decreased 0 |
DANAHER CORPORATION | 17.7M | $5.8B | 0.9% | — | — | — | Decreased 0 |
HOME DEPOT INC | 13.9M | $5.8B | 0.9% | — | — | — | Decreased 0 |
JOHNSON & JOHNSON | 32.5M | $5.6B | 0.9% | — | — | — | Increased 45 |
TEXAS INSTRS INC | 29.2M | $5.5B | 0.9% | — | — | — | Increased 55 |
CISCO SYS INC | 85.6M | $5.4B | 0.9% | — | — | — | Decreased 0 |
BANK AMERICA CORP | 121.3M | $5.4B | 0.9% | — | — | — | Decreased 0 |
CHUBB LIMITED | 27.7M | $5.3B | 0.9% | — | — | — | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $625.3B across 2167 positions as of Q4 2021. Top holdings: MSFT (3.3%), UNH (2.3%), PFE (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 260 new positions, 232 exits, 803 increased. Top move: PFE (INCREASED, conviction 55). Portfolio: $625.3B across 2167 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR