PineBridge Investments, L.P.
Institutional investor · Portfolio as of Q4 2022
Top Holdings725 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.2M | $417.4M | 5.1% | $103.05 | +24.09% | 17 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.7M | $402.9M | 4.9% | $158.21 | +48.05% | 17 qtrssince 2018-Q4 | Decreased 0 |
ISHARES 1-3 YEAR TREASURY BO | 4.1M | $333.9M | 4.0% | $74.71 | -2.70% | 17 qtrssince 2018-Q4 | Increased 60 |
BERKSHIRE HATHAWAY INC-CL B | 466,844 | $144.2M | 1.7% | $260.00 | +18.81% | 17 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 1.6M | $143.1M | 1.7% | $96.25 | -9.02% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 261,448 | $138.6M | 1.7% | $407.58 | +23.14% | 17 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 970,263 | $130.1M | 1.6% | $101.30 | +22.40% | 17 qtrssince 2018-Q4 | Increased 63 |
AMAZON.COM INC | 1.5M | $125.2M | 1.5% | $108.05 | -22.26% | 17 qtrssince 2018-Q4 | Increased 49 |
EXXON MOBIL CORP | 1.1M | $123.3M | 1.5% | $57.59 | +71.61% | 17 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 179,841 | $100.6M | 1.2% | $43.92 | +21.72% | 17 qtrssince 2018-Q4 | Increased 47 |
ALPHABET INC-CL C | 1.1M | $99.1M | 1.2% | $95.65 | -7.92% | 17 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 283,906 | $98.7M | 1.2% | $292.63 | +16.59% | 17 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 622,199 | $94.3M | 1.1% | $113.26 | +23.17% | 17 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 444,525 | $79.8M | 1.0% | $100.31 | +56.21% | 17 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 541,571 | $79.1M | 1.0% | $17.40 | -16.09% | 17 qtrssince 2018-Q4 | Increased 44 |
PFIZER INC | 1.5M | $78.9M | 1.0% | $36.61 | +15.75% | 17 qtrssince 2018-Q4 | Increased 43 |
HOME DEPOT INC | 244,720 | $77.3M | 0.9% | $257.29 | +13.75% | 17 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 363,094 | $75.4M | 0.9% | $179.15 | +13.14% | 17 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 604,679 | $72.8M | 0.9% | $176.64 | -32.34% | 17 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 403,007 | $71.2M | 0.9% | $132.29 | +21.89% | 17 qtrssince 2018-Q4 | Decreased 0 |
PineBridge Investments, L.P. manages $8.3B across 725 positions as of Q4 2022. Top holdings: AAPL (5.1%), MSFT (4.9%), SHY (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 66 new positions, 65 exits, 257 increased. Top move: JPM (INCREASED, conviction 63). Portfolio: $8.3B across 725 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