WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,978 positions
Microsoft Corp | 63.8M | $15.3B | 3.1% | $232.74 | 0.00% | 1 qtr | Decreased 0 |
UnitedHealth Group Inc | 23.9M | $12.7B | 2.5% | $492.17 | 0.00% | 1 qtr | Decreased 0 |
Pfizer Inc | 199.3M | $10.2B | 2.0% | $40.96 | 0.00% | 1 qtr | Decreased 0 |
Apple Inc | 60.7M | $7.9B | 1.6% | $127.65 | 0.00% | 1 qtr | Decreased 0 |
TJX Cos Inc/The | 92.2M | $7.3B | 1.5% | $75.66 | 0.00% | 1 qtr | Decreased 0 |
Eli Lilly & Co | 20M | $7.3B | 1.5% | $355.54 | 0.00% | 1 qtr | Decreased 0 |
Merck & Co Inc | 62M | $6.9B | 1.4% | $99.21 | 0.00% | 1 qtr | Increased 71 |
The Charles Schwab Corp | 79.8M | $6.6B | 1.3% | $78.92 | 0.00% | 1 qtr | Increased 53 |
Alphabet Inc | 71.5M | $6.3B | 1.3% | $87.40 | 0.00% | 1 qtr | Increased 56 |
JPMorgan Chase & Co | 40.1M | $5.4B | 1.1% | $122.80 | 0.00% | 1 qtr | Increased 53 |
Danaher Corp | 20.1M | $5.3B | 1.1% | $230.40 | 0.00% | 1 qtr | Increased 53 |
Amazon.com Inc | 62.5M | $5.2B | 1.1% | $84.00 | 0.00% | 1 qtr | Decreased 0 |
Mastercard Inc | 14.9M | $5.2B | 1.0% | $340.00 | 0.00% | 1 qtr | Decreased 0 |
ConocoPhillips | 43.6M | $5.1B | 1.0% | $104.70 | 0.00% | 1 qtr | Increased 51 |
Procter & Gamble Co/The | 33.2M | $5B | 1.0% | $137.45 | 0.00% | 1 qtr | Decreased 0 |
Visa Inc | 22.9M | $4.8B | 1.0% | $201.90 | 0.00% | 1 qtr | Decreased 0 |
Johnson & Johnson | 26.9M | $4.7B | 1.0% | $158.70 | 0.00% | 1 qtr | Decreased 0 |
Home Depot Inc/The | 14.8M | $4.7B | 0.9% | $286.45 | 0.00% | 1 qtr | Increased 45 |
Honeywell International Inc | 21.6M | $4.6B | 0.9% | $195.94 | 0.00% | 1 qtr | Increased 56 |
Anthem Inc | 8.8M | $4.5B | 0.9% | $483.17 | 0.00% | 1 qtr | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $498.7B across 1978 positions as of Q4 2022. Top holdings: MSFT (3.1%), UNH (2.5%), PFE (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 197 new positions, 238 exits, 787 increased. Top move: MRK (INCREASED, conviction 71). Portfolio: $498.7B across 1978 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