PineBridge Investments, L.P.
Institutional investor · Portfolio as of Q3 2023
Top Holdings677 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $602.8M | 6.7% | $190.13 | +63.30% | 20 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3M | $508.6M | 5.6% | $104.19 | +62.42% | 20 qtrssince 2018-Q4 | Decreased 0 |
ISHARES 1-3 YEAR TREASURY BO | 3.8M | $308.7M | 3.4% | $74.67 | -1.08% | 20 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORP | 652,854 | $283.9M | 3.1% | $22.85 | +90.26% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.8M | $233.8M | 2.6% | $96.96 | +33.95% | 20 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 1.3M | $171.3M | 1.9% | $109.68 | +15.91% | 20 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 474,526 | $166.2M | 1.8% | $282.82 | +23.86% | 20 qtrssince 2018-Q4 | Increased 60 |
META PLATFORMS INC-CLASS A | 483,324 | $145.1M | 1.6% | $176.71 | +68.71% | 20 qtrssince 2018-Q4 | Increased 48 |
UNITEDHEALTH GROUP INC | 277,674 | $140M | 1.6% | $431.60 | +11.87% | 20 qtrssince 2018-Q4 | Increased 65 |
ALPHABET INC-CL C | 987,787 | $130.2M | 1.4% | $96.80 | +35.20% | 20 qtrssince 2018-Q4 | Increased 49 |
BROADCOM INC | 155,478 | $129.1M | 1.4% | $49.78 | +62.41% | 20 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 1M | $122.2M | 1.4% | $59.20 | +82.36% | 20 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 807,567 | $117.1M | 1.3% | $101.58 | +34.94% | 20 qtrssince 2018-Q4 | Increased 48 |
TESLA INC | 460,052 | $115.1M | 1.3% | $244.78 | +2.22% | 17 qtrssince 2019-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 423,874 | $97.5M | 1.1% | $195.14 | +15.66% | 20 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 640,134 | $93.4M | 1.0% | $116.30 | +17.63% | 20 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 157,107 | $80.1M | 0.9% | $369.69 | +37.93% | 20 qtrssince 2018-Q4 | Increased 44 |
JOHNSON & JOHNSON | 471,004 | $73.4M | 0.8% | $134.60 | +7.97% | 20 qtrssince 2018-Q4 | Increased 49 |
CHEVRON CORP | 417,284 | $70.4M | 0.8% | $103.71 | +46.00% | 20 qtrssince 2018-Q4 | Increased 45 |
CATERPILLAR INC | 233,163 | $63.7M | 0.7% | $228.78 | +14.84% | 6 qtrssince 2022-Q2 | Decreased 0 |
PineBridge Investments, L.P. manages $9B across 677 positions as of Q3 2023. Top holdings: MSFT (6.7%), AAPL (5.6%), SHY (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 157 new positions, 354 exits, 231 increased. Top move: UNH (INCREASED, conviction 65). Portfolio: $9.0B across 677 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q3 2025 - no longer filing.
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