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 | First report 0 |
UNITEDHEALTH GROUP INC | 23.9M | $12.7B | 2.5% | $492.17 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 199.3M | $10.2B | 2.0% | $40.96 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 60.7M | $7.9B | 1.6% | $127.65 | 0.00% | 1 qtr | First report 0 |
TJX COS INC NEW | 92.2M | $7.3B | 1.5% | $75.66 | 0.00% | 1 qtr | First report 0 |
ELI LILLY & CO | 20M | $7.3B | 1.5% | $355.54 | 0.00% | 1 qtr | First report 0 |
MERCK & CO INC | 62M | $6.9B | 1.4% | $99.21 | 0.00% | 1 qtr | First report 0 |
SCHWAB CHARLES CORP | 79.8M | $6.6B | 1.3% | $78.92 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 71.5M | $6.3B | 1.3% | $87.40 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 40.1M | $5.4B | 1.1% | $122.80 | 0.00% | 1 qtr | First report 0 |
DANAHER CORP DEL | 20.1M | $5.3B | 1.1% | $230.40 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 62.5M | $5.2B | 1.1% | $84.00 | 0.00% | 1 qtr | First report 0 |
MASTERCARD INCORPORATED | 14.9M | $5.2B | 1.0% | $340.00 | 0.00% | 1 qtr | First report 0 |
CONOCOPHILLIPS | 43.6M | $5.1B | 1.0% | $104.70 | 0.00% | 1 qtr | First report 0 |
PROCTER & GAMBLE CO | 33.2M | $5B | 1.0% | $137.45 | 0.00% | 1 qtr | First report 0 |
VISA INC | 22.9M | $4.8B | 1.0% | $201.90 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 26.9M | $4.7B | 1.0% | $158.70 | 0.00% | 1 qtr | First report 0 |
HOME DEPOT INC | 14.8M | $4.7B | 0.9% | $286.45 | 0.00% | 1 qtr | First report 0 |
HONEYWELL INTL INC | 21.6M | $4.6B | 0.9% | $195.94 | 0.00% | 1 qtr | First report 0 |
ELEVANCE HEALTH INC FORMERLY | 8.8M | $4.5B | 0.9% | $483.17 | 0.00% | 1 qtr | First report 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.
First quarter we have for this fund: 1978 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR