Russell Investments Group, Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,199 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7M | $2.6B | 4.7% | $118.66 | +212.24% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 9.2M | $1.8B | 3.1% | $103.94 | +82.99% | 21 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 7M | $1.1B | 1.9% | $111.65 | +36.08% | 21 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS INC-CLASS A | 2.5M | $877.8M | 1.6% | $162.23 | +116.67% | 21 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORP | 1.7M | $861.8M | 1.5% | $28.18 | +75.64% | 21 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL C | 5.9M | $835.7M | 1.5% | $95.34 | +46.72% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 5.9M | $820.7M | 1.5% | $97.21 | +42.62% | 21 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.5M | $638.5M | 1.1% | $226.78 | +85.65% | 21 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 5.9M | $613M | 1.1% | $47.38 | +113.55% | 21 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.2M | $606.9M | 1.1% | $259.92 | +94.64% | 21 qtrssince 2018-Q4 | Decreased 0 |
PROLOGIS INC | 3.9M | $514.5M | 0.9% | $74.32 | +67.74% | 21 qtrssince 2018-Q4 | Decreased 0 |
EQUINIX INC | 520,213 | $419.4M | 0.7% | $617.24 | +25.02% | 21 qtrssince 2018-Q4 | Increased 47 |
WELLTOWER INC | 3.9M | $356M | 0.6% | $65.15 | +31.46% | 21 qtrssince 2018-Q4 | Increased 50 |
VISA INC-CLASS A SHARES | 1.4M | $352.7M | 0.6% | $154.75 | +64.80% | 21 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 987,318 | $346.5M | 0.6% | $214.24 | +58.93% | 21 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 564,780 | $336.9M | 0.6% | $310.88 | +91.91% | 21 qtrssince 2018-Q4 | Decreased 0 |
LINDE PLC | 755,351 | $310.2M | 0.6% | $344.33 | +16.27% | 4 qtrssince 2023-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.8M | $302.4M | 0.5% | $100.44 | +61.26% | 21 qtrssince 2018-Q4 | Increased 47 |
ELI LILLY & CO | 516,804 | $301.1M | 0.5% | $206.79 | +176.65% | 21 qtrssince 2018-Q4 | Increased 44 |
ANTHEM INC | 610,693 | $287.6M | 0.5% | $291.85 | +56.41% | 21 qtrssince 2018-Q4 | Increased 44 |
Russell Investments Group, Ltd. manages $56.2B across 3199 positions as of Q4 2023. Top holdings: MSFT (4.7%), AAPL (3.1%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 202 new positions, 516 exits, 1314 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $56.2B across 3199 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