Russell Investments Group, Ltd.
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,794 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 8.3M | $3.1B | 4.3% | $177.87 | +111.83% | 26 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 12.8M | $2.8B | 3.9% | $135.91 | +62.44% | 26 qtrssince 2018-Q4 | Increased 62 |
NVIDIA CORP | 21.3M | $2.3B | 3.2% | $117.36 | -6.57% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 9.6M | $1.8B | 2.5% | $135.96 | +41.75% | 26 qtrssince 2018-Q4 | Increased 59 |
META PLATFORMS INC-CLASS A | 2.7M | $1.6B | 2.1% | $229.51 | +150.73% | 26 qtrssince 2018-Q4 | Increased 56 |
MASTERCARD INC - A | 1.9M | $1B | 1.4% | $303.13 | +77.32% | 26 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL A | 6.2M | $965.1M | 1.3% | $105.70 | +45.60% | 26 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL C | 5.9M | $920.2M | 1.3% | $106.08 | +46.71% | 26 qtrssince 2018-Q4 | Increased 51 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 4.7M | $778.4M | 1.1% | $52.29 | +213.05% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.2M | $639.2M | 0.9% | $307.42 | +64.53% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.8M | $629M | 0.9% | $202.10 | +71.45% | 26 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 3.7M | $616.2M | 0.8% | $174.93 | -5.21% | 26 qtrssince 2018-Q4 | Increased 53 |
ELI LILLY & CO | 655,627 | $541.2M | 0.7% | $380.62 | +114.72% | 26 qtrssince 2018-Q4 | Decreased 0 |
WELLTOWER INC | 3.5M | $535.3M | 0.7% | $67.89 | +120.40% | 26 qtrssince 2018-Q4 | Increased 44 |
JPMORGAN CHASE & CO | 1.8M | $447.5M | 0.6% | $113.81 | +109.10% | 26 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.6M | $431.1M | 0.6% | $128.33 | +24.77% | 26 qtrssince 2018-Q4 | Increased 47 |
TESLA INC | 1.6M | $425.5M | 0.6% | $275.70 | -4.41% | 26 qtrssince 2018-Q4 | Increased 48 |
EQUINIX INC | 497,748 | $405.5M | 0.6% | $672.65 | +17.31% | 26 qtrssince 2018-Q4 | Increased 44 |
NETFLIX INC | 432,289 | $403.2M | 0.6% | $51.49 | +81.37% | 26 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 706,447 | $376M | 0.5% | $284.20 | +85.19% | 26 qtrssince 2018-Q4 | Decreased 0 |
Russell Investments Group, Ltd. manages $72.8B across 3794 positions as of Q1 2025. Top holdings: MSFT (4.3%), AAPL (3.9%), NVDA (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 264 new positions, 162 exits, 1985 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $72.8B across 3794 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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