Russell Investments Group, Ltd.
Institutional investor · Portfolio as of Q4 2019
Top Holdings3,081 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 9.1M | $1.4B | 2.7% | $94.91 | +57.65% | 5 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.8M | $808.3M | 1.5% | $37.39 | +88.96% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 568,797 | $760.3M | 1.4% | $51.47 | +28.83% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.2M | $684.9M | 1.3% | $160.63 | +24.26% | 5 qtrssince 2018-Q4 | Increased 72 |
MASTERCARD INC - A | 2.3M | $676.7M | 1.3% | $184.78 | +55.55% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 317,210 | $586.1M | 1.1% | $75.59 | +22.15% | 5 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 3.9M | $565.9M | 1.1% | $106.01 | +15.76% | 5 qtrssince 2018-Q4 | Increased 53 |
META PLATFORMS INC-CLASS A | 2.7M | $546.9M | 1.0% | $136.13 | +49.12% | 5 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.8M | $533.3M | 1.0% | $219.84 | +21.21% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 395,029 | $529.1M | 1.0% | $53.20 | +24.97% | 5 qtrssince 2018-Q4 | Increased 47 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 8.6M | $501.2M | 0.9% | $32.04 | +61.73% | 5 qtrssince 2018-Q4 | Decreased 0 |
CITIGROUP INC | 5.8M | $464.8M | 0.9% | $45.59 | +38.79% | 5 qtrssince 2018-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 2.5M | $462.9M | 0.9% | $129.88 | +37.84% | 5 qtrssince 2018-Q4 | Increased 45 |
WELLS FARGO & CO | 7.3M | $393.1M | 0.7% | $37.63 | +20.53% | 5 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.7M | $374.9M | 0.7% | $80.48 | +45.33% | 5 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 9.5M | $370.9M | 0.7% | $28.49 | -6.60% | 5 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.6M | $352.1M | 0.7% | $206.29 | +9.44% | 5 qtrssince 2018-Q4 | Increased 52 |
BANK OF AMERICA CORP | 9.8M | $345.1M | 0.6% | $21.47 | +40.04% | 5 qtrssince 2018-Q4 | Increased 47 |
PROCTER & GAMBLE CO/THE | 2.6M | $320.4M | 0.6% | $75.31 | +39.70% | 5 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 6M | $319.5M | 0.6% | $40.30 | +19.55% | 5 qtrssince 2018-Q4 | Decreased 0 |
Russell Investments Group, Ltd. manages $53.7B across 3081 positions as of Q4 2019. Top holdings: MSFT (2.7%), AAPL (1.5%), GOOG (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 229 new positions, 166 exits, 1319 increased. Top move: BABA (INCREASED, conviction 72). Portfolio: $53.7B across 3081 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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