Russell Investments Group, Ltd.Russell Investments Group, Ltd.

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings4,237 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

29.7M$5.1B5.5%$134.83+48.89%
30 qtrssince 2018-Q4
Increased
71

APPLE INC

15.7M$4B4.3%$159.43+93.75%
30 qtrssince 2018-Q4
Increased
65

MICROSOFT CORP

9.2M$3.4B3.6%$210.41+120.86%
30 qtrssince 2018-Q4
Increased
62

AMAZON COM INC

10.8M$2.2B2.4%$147.94+83.58%
30 qtrssince 2018-Q4
Increased
60

ALPHABET INC

7.3M$2.1B2.2%$133.48+166.80%
30 qtrssince 2018-Q4
Increased
60

ALPHABET INC

6.6M$1.9B2.0%$133.86+166.43%
30 qtrssince 2018-Q4
Increased
60

META PLATFORMS INC

2.7M$1.5B1.7%$248.82+123.74%
30 qtrssince 2018-Q4
Increased
52

BROADCOM INC

4.9M$1.5B1.6%$215.79+80.40%
30 qtrssince 2018-Q4
Increased
57
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MANUFAC

3.8M$1.3B1.4%$58.06+596.22%
30 qtrssince 2018-Q4
Decreased
0

MASTERCARD INCORPORATED

1.9M$968.8M1.0%$325.20+76.23%
30 qtrssince 2018-Q4
Increased
53

TESLA INC

2.2M$815.6M0.9%$320.65-2.94%
30 qtrssince 2018-Q4
Increased
50

ELI LILLY & CO

789,744$720.5M0.8%$561.29+104.68%
30 qtrssince 2018-Q4
Increased
52

JOHNSON & JOHNSON

2.7M$659.1M0.7%$134.13+91.12%
30 qtrssince 2018-Q4
Increased
44

JPMORGAN CHASE & CO

2.2M$654.4M0.7%$163.12+115.66%
30 qtrssince 2018-Q4
Increased
48

VISA INC

1.9M$581.8M0.6%$216.50+69.11%
30 qtrssince 2018-Q4
Increased
48
WELLWELL
REIT

WELLTOWER INC

2.9M$567M0.6%$76.12+207.99%
30 qtrssince 2018-Q4
Increased
47
EQIXEQIX
REIT

EQUINIX INC

520,135$508.3M0.5%$703.79+44.83%
30 qtrssince 2018-Q4
Increased
49

EXXON MOBIL CORP

2.8M$480.5M0.5%$82.31+88.85%
30 qtrssince 2018-Q4
Increased
44

COSTCO WHOLESALE CORPORATION

463,378$461.7M0.5%$580.62+63.94%
30 qtrssince 2018-Q4
Increased
40

LAM RESEARCH CORP

2.1M$452.3M0.5%$91.58+219.95%
30 qtrssince 2018-Q4
Increased
41
Showing 20 of 4,237 results.4,217 more with Pro.
$93.1B
AUM
4,237
Positions
Q1 2026
Filing
Rating · 4.0
Quarterly Portfolio Change
+5%Q4'24$72.4B+1%Q1'25$72.8B+8%Q2'25$78.5B+12%Q3'25$88.1B+4%Q4'25$91.8B+1%Q1'26$93.1B
Activity profile
$ moved · Q1'26
New3%Increased62%Decreased33%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.8 years
<1Q4%1-4Q10%1-2Y11%2Y+75%

Russell Investments Group, Ltd. manages $93.1B across 4237 positions as of Q1 2026. Top holdings: NVDA (5.5%), AAPL (4.3%), MSFT (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q1 2026 Summary

Active quarter - 204 new positions, 147 exits, 2057 increased. Top move: NVDA (INCREASED, conviction 71). Portfolio: $93.1B across 4237 positions.

Top holdings by portfolio weight

Total AUM$93B
NVDA5.51%
AAPL4.26%
MSFT3.64%
AMZN2.40%
GOOGL2.22%
GOOG2.02%
META1.66%
AVGO1.61%
TSM1.37%
MA1.04%
Other0.88%

Portfolio allocation by GICS sector

Sectors11
Technology28.26%
Financial Services12.62%
Healthcare9.86%
Consumer Cyclical9.78%
Industrials8.72%
Communication Services8.53%
Real Estate5.86%
Energy4.62%
Consumer Defensive3.99%
Basic Materials3.40%
Other4.36%

Behavioral investing profile

7-dimension quality assessment
Strong(4.0 / 5.0)
Track Record55
Conviction40
Concentration39
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
HBANHBANHUNTINGTON BANCSHARES INC
Q3 2024 Q1 2026+755,200 shares+$14.5M
7Q
IOSPIOSPINNOSPEC INC
Q3 2024 Q1 2026+67,406 shares+$4.7M
7Q
IHGIHGINTERCONTINENTAL HOTELS GROU
Q3 2024 Q1 2026+5,283 shares+$725,546

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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