GREAT LAKES ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings791 positions
JPMorgan Chase & Co | 1.2M | $297.6M | 2.7% | $129.11 | +84.40% | 25 qtrssince 2019-Q1 | Decreased 0 |
Boston Scientific Corp | 2.1M | $208.8M | 1.9% | $47.43 | +112.70% | 25 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 353,050 | $183.1M | 1.6% | $404.96 | +24.31% | 25 qtrssince 2019-Q1 | Increased 48 |
AbbVie Inc | 850,675 | $177.7M | 1.6% | $123.80 | +61.25% | 25 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 471,099 | $177.3M | 1.6% | $242.92 | +52.74% | 25 qtrssince 2019-Q1 | Decreased 0 |
Exxon Mobil Corp | 1.5M | $175.2M | 1.6% | $99.04 | +14.92% | 25 qtrssince 2019-Q1 | Increased 49 |
Wells Fargo & Co | 2.3M | $166.2M | 1.5% | $37.15 | +86.98% | 18 qtrssince 2020-Q4 | Increased 49 |
Abbott Laboratories | 1.2M | $163.5M | 1.5% | $95.14 | +35.04% | 25 qtrssince 2019-Q1 | Increased 52 |
Bank of America Corp | 3.8M | $157.7M | 1.4% | $26.59 | +51.90% | 25 qtrssince 2019-Q1 | Increased 48 |
BLACKROCK INC | 163,815 | $154.8M | 1.4% | $933.28 | -0.06% | 3 qtrssince 2024-Q3 | Decreased 0 |
Berkshire Hathaway Inc | 278,517 | $148.3M | 1.3% | $259.40 | +105.32% | 25 qtrssince 2019-Q1 | Increased 48 |
Intercontinental Exchange Inc | 838,599 | $144.5M | 1.3% | $110.75 | +52.87% | 23 qtrssince 2019-Q3 | Increased 48 |
Hartford Financial Services Gr | 1.2M | $143.2M | 1.3% | $69.12 | +74.46% | 9 qtrssince 2023-Q1 | Increased 49 |
Walt Disney Co/The | 1.4M | $140.2M | 1.3% | $101.28 | -4.35% | 25 qtrssince 2019-Q1 | Increased 48 |
United Technologies Corp | 1M | $138.3M | 1.2% | $87.26 | +48.17% | 20 qtrssince 2020-Q2 | Increased 49 |
Facebook Inc | 232,779 | $133.9M | 1.2% | $224.89 | +155.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 1.2M | $131.5M | 1.2% | $47.30 | +128.54% | 25 qtrssince 2019-Q1 | Decreased 0 |
Parker-Hannifin Corp | 208,962 | $127M | 1.1% | $335.70 | +78.65% | 9 qtrssince 2023-Q1 | Decreased 0 |
Alphabet Inc | 789,625 | $122.3M | 1.1% | $111.94 | +37.50% | 25 qtrssince 2019-Q1 | Increased 48 |
Gilead Sciences Inc | 1M | $114.9M | 1.0% | $84.88 | +27.03% | 3 qtrssince 2024-Q3 | Increased 50 |
GREAT LAKES ADVISORS, LLC manages $11.2B across 791 positions as of Q1 2025. Top holdings: JPM (2.7%), BSX (1.9%), UNH (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 79 new positions, 101 exits, 249 increased. Top move: ABT (INCREASED, conviction 52). Portfolio: $11.2B across 791 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR