WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,927 positions
Apple Inc. | 89.2M | $22.3B | 4.1% | $165.52 | +50.20% | 9 qtrssince 2022-Q4 | Decreased 0 |
Microsoft Corp. | 53M | $22.3B | 4.1% | $235.80 | +76.33% | 9 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA Corp. | 141.9M | $19B | 3.5% | $49.33 | +171.50% | 9 qtrssince 2022-Q4 | Decreased 0 |
Amazon.com, Inc. | 66.4M | $14.6B | 2.7% | $96.99 | +128.18% | 9 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc. | 66.1M | $12.5B | 2.3% | $105.13 | +79.01% | 9 qtrssince 2022-Q4 | Increased 63 |
UnitedHealth Group Inc. | 23.4M | $11.8B | 2.2% | $490.05 | -1.21% | 9 qtrssince 2022-Q4 | Decreased 0 |
Broadcom Inc | 46.5M | $10.8B | 2.0% | $110.45 | +106.89% | 9 qtrssince 2022-Q4 | Decreased 0 |
Eli Lilly & Co. | 12.6M | $9.7B | 1.8% | $420.14 | +81.51% | 9 qtrssince 2022-Q4 | Increased 59 |
Merck & Co., Inc | 80.7M | $8B | 1.5% | $99.36 | -5.46% | 9 qtrssince 2022-Q4 | Increased 54 |
JPMorgan Chase & Co. | 29.3M | $7B | 1.3% | $124.38 | +86.09% | 9 qtrssince 2022-Q4 | Decreased 0 |
WELLS FARGO CO NEW | 87.3M | $6.1B | 1.1% | $51.83 | +30.48% | 9 qtrssince 2022-Q4 | Decreased 0 |
Meta Platforms Inc | 9.8M | $5.7B | 1.0% | $140.53 | +314.27% | 9 qtrssince 2022-Q4 | Decreased 0 |
MasterCard Incorporated | 9.8M | $5.1B | 0.9% | $355.17 | +46.69% | 9 qtrssince 2022-Q4 | Increased 49 |
Danaher Corporation | 21.3M | $4.9B | 0.9% | $226.99 | -0.10% | 9 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 15.9M | $4.7B | 0.9% | $157.54 | +84.87% | 9 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc. | 23M | $4.4B | 0.8% | $93.15 | +103.25% | 9 qtrssince 2022-Q4 | Decreased 0 |
Accenture PLC | 12.2M | $4.3B | 0.8% | $281.12 | +23.62% | 9 qtrssince 2022-Q4 | Increased 54 |
The TJX Companies Inc. | 34.8M | $4.2B | 0.8% | $75.66 | +56.27% | 9 qtrssince 2022-Q4 | Decreased 0 |
Tesla Inc | 10.2M | $4.1B | 0.8% | $267.99 | +50.69% | 9 qtrssince 2022-Q4 | Increased 59 |
McDonald's Corp. | 14M | $4.1B | 0.7% | $241.62 | +14.99% | 9 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $546.2B across 1927 positions as of Q4 2024. Top holdings: AAPL (4.1%), MSFT (4.1%), NVDA (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 160 new positions, 149 exits, 758 increased. Top move: GOOGL (INCREASED, conviction 63). Portfolio: $546.2B across 1927 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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