WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,912 positions
NVIDIA Corp. | 140.7M | $26.2B | 4.6% | $56.21 | +231.03% | 13 qtrssince 2022-Q4 | Decreased 0 |
Microsoft Corp. | 48.9M | $23.7B | 4.1% | $251.76 | +90.89% | 13 qtrssince 2022-Q4 | Decreased 0 |
Apple Inc. | 77.3M | $21B | 3.7% | $173.21 | +56.53% | 13 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc. | 57.3M | $17.9B | 3.1% | $115.85 | +169.65% | 13 qtrssince 2022-Q4 | Decreased 0 |
Broadcom Inc | 47.4M | $16.4B | 2.9% | $125.67 | +173.89% | 13 qtrssince 2022-Q4 | Increased 56 |
Amazon.com, Inc. | 66.2M | $15.3B | 2.7% | $112.77 | +106.21% | 13 qtrssince 2022-Q4 | Increased 62 |
Eli Lilly & Co. | 13.4M | $14.4B | 2.5% | $466.75 | +129.14% | 13 qtrssince 2022-Q4 | Decreased 0 |
Merck & Co., Inc | 86.4M | $9.1B | 1.6% | $99.71 | +3.43% | 13 qtrssince 2022-Q4 | Increased 58 |
MasterCard Incorporated | 13.5M | $7.7B | 1.4% | $421.93 | +34.64% | 13 qtrssince 2022-Q4 | Increased 55 |
WELLS FARGO CO NEW | 72.4M | $6.7B | 1.2% | $55.84 | +64.19% | 13 qtrssince 2022-Q4 | Decreased 0 |
Meta Platforms Inc | 8.8M | $5.8B | 1.0% | $200.58 | +228.24% | 13 qtrssince 2022-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 15.7M | $5.2B | 0.9% | $491.33 | -34.12% | 13 qtrssince 2022-Q4 | Decreased 0 |
Johnson & Johnson | 23.2M | $4.8B | 0.8% | $155.92 | +30.62% | 13 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc. | 15.3M | $4.8B | 0.8% | $101.14 | +209.66% | 13 qtrssince 2022-Q4 | Decreased 0 |
Tesla Inc | 10.3M | $4.6B | 0.8% | $298.65 | +50.59% | 13 qtrssince 2022-Q4 | Increased 51 |
SEMPRA ENERGY | 46.6M | $4.1B | 0.7% | $70.30 | +22.81% | 13 qtrssince 2022-Q4 | Decreased 0 |
Home Depot Inc. | 10.7M | $3.7B | 0.6% | $333.12 | +1.10% | 13 qtrssince 2022-Q4 | Increased 48 |
NASDAQ INC | 37.7M | $3.7B | 0.6% | $71.40 | +34.67% | 13 qtrssince 2022-Q4 | Decreased 0 |
Welltower Inc. | 18.7M | $3.5B | 0.6% | $79.30 | +131.56% | 13 qtrssince 2022-Q4 | Decreased 0 |
Danaher Corporation | 15.1M | $3.5B | 0.6% | $227.05 | +0.22% | 13 qtrssince 2022-Q4 | Increased 50 |
WELLINGTON MANAGEMENT GROUP LLP manages $570.7B across 1912 positions as of Q4 2025. Top holdings: NVDA (4.6%), MSFT (4.1%), AAPL (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 146 new positions, 190 exits, 760 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $570.7B across 1912 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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