Russell Investments Group, Ltd.
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,300 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.4M | $3.1B | 4.9% | $135.73 | +205.98% | 22 qtrssince 2018-Q4 | Increased 62 |
NVIDIA CORP | 1.9M | $1.7B | 2.7% | $34.10 | +164.85% | 22 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 9.7M | $1.7B | 2.6% | $107.43 | +57.90% | 22 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 8M | $1.4B | 2.3% | $119.65 | +50.75% | 22 qtrssince 2018-Q4 | Increased 62 |
META PLATFORMS INC-CLASS A | 2.6M | $1.3B | 2.0% | $174.54 | +176.57% | 22 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 5.7M | $855.6M | 1.3% | $97.21 | +54.10% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 5.6M | $846.5M | 1.3% | $95.34 | +58.52% | 22 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 5.5M | $753.8M | 1.2% | $47.38 | +180.50% | 22 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.5M | $745.6M | 1.2% | $235.19 | +102.44% | 22 qtrssince 2018-Q4 | Increased 52 |
PROLOGIS INC | 4.2M | $546.2M | 0.9% | $78.25 | +56.77% | 22 qtrssince 2018-Q4 | Increased 48 |
UNITEDHEALTH GROUP INC | 1.1M | $531.8M | 0.8% | $259.92 | +83.61% | 22 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 570,406 | $443.8M | 0.7% | $259.23 | +195.04% | 22 qtrssince 2018-Q4 | Increased 49 |
EQUINIX INC | 513,711 | $423.8M | 0.7% | $617.24 | +28.74% | 22 qtrssince 2018-Q4 | Decreased 0 |
WELLTOWER INC | 4.4M | $414.2M | 0.7% | $67.82 | +31.72% | 22 qtrssince 2018-Q4 | Increased 49 |
VISA INC-CLASS A SHARES | 1.4M | $403.4M | 0.6% | $162.23 | +68.82% | 22 qtrssince 2018-Q4 | Increased 47 |
JPMORGAN CHASE & CO | 1.9M | $372.8M | 0.6% | $104.57 | +83.50% | 22 qtrssince 2018-Q4 | Increased 46 |
LINDE PLC | 773,533 | $359.2M | 0.6% | $346.91 | +30.86% | 5 qtrssince 2023-Q1 | Increased 45 |
ANTHEM INC | 646,574 | $335.4M | 0.5% | $303.60 | +65.87% | 22 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 2.1M | $329.4M | 0.5% | $122.20 | +22.68% | 22 qtrssince 2018-Q4 | Increased 50 |
DIGITAL REALTY TRUST INC | 2.2M | $318.8M | 0.5% | $120.53 | +13.37% | 22 qtrssince 2018-Q4 | Increased 46 |
Russell Investments Group, Ltd. manages $63.4B across 3300 positions as of Q1 2024. Top holdings: MSFT (4.9%), NVDA (2.7%), AAPL (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 241 new positions, 140 exits, 1592 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $63.4B across 3300 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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