WELLINGTON MANAGEMENT GROUP LLP

data from 30/09/2025

Capitalization

$ 571.314 B 3.69 %

Average holding period

21 ans

Performance

$ 2.161 T 526 133.58 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WELLINGTON MANAGEMENT GROUP LLP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 4.68% 26.750 B $ 143372591 2011/03/31 4.181 B $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 4.68% 26.734 B $ 51614635 2005/12/31 1.095 B $ 4.13 %
2025/09/30 AAPL APPLE INC 3.73% 21.326 B $ 83753174 2005/12/31 3.781 B $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 2.79% 15.950 B $ 65608960 2015/12/31 4.416 B $ 37.94 %
2025/09/30 AVGO BROADCOM INC 2.69% 15.380 B $ 46619327 2018/06/30 3.121 B $ 19.68 %
2025/09/30 AMZN AMAZON COM INC 2.25% 12.848 B $ 58513340 2008/12/31 11.133 M $ 0.08 %
2025/09/30 LLY ELI LILLY & CO 1.95% 11.112 B $ 14563780 2005/12/31 -231.247 M $ -2.12 %
2025/09/30 META META PLATFORMS INC 1.38% 7.857 B $ 10698201 2012/06/30 -40.693 M $ -0.50 %
2025/09/30 MA MASTERCARD INCORPORATED 1.22% 6.997 B $ 12300287 2007/12/31 84.383 M $ 1.22 %
2025/09/30 WFC WELLS FARGO CO NEW 1.21% 6.908 B $ 82414032 2005/12/31 276.376 M $ 4.62 %
2025/09/30 MRK MERCK & CO INC 1.11% 6.318 B $ 75279104 2009/12/31 366.605 M $ 6.03 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.00% 5.703 B $ 16515927 2005/12/31 807.030 M $ 10.68 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.84% 4.790 B $ 25832777 2005/12/31 812.716 M $ 21.39 %
2025/09/30 SRE SEMPRA 0.79% 4.536 B $ 50405763 2015/03/31 745.525 M $ 18.75 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.76% 4.358 B $ 13816828 2005/12/31 523.738 M $ 8.80 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.75% 4.309 B $ 12972534 2005/12/31 196.289 M $ 4.13 %
2025/09/30 GOOG ALPHABET INC 0.73% 4.181 B $ 17166129 2015/12/31 1.075 B $ 37.30 %
2025/09/30 HD HOME DEPOT INC 0.72% 4.110 B $ 10143089 2005/12/31 243.136 M $ 10.51 %
2025/09/30 TSLA TESLA INC 0.71% 4.039 B $ 9082638 2010/09/30 1.083 B $ 40.00 %
2025/09/30 BAC BANK AMERICA CORP 0.69% 3.949 B $ 76551609 2005/12/31 372.805 M $ 9.02 %
2025/09/30 NFLX NETFLIX INC 0.67% 3.823 B $ 3188831 2007/03/31 -557.365 M $ -10.47 %
2025/09/30 WELL WELLTOWER INC 0.62% 3.566 B $ 20017966 2021/03/31 492.325 M $ 15.88 %
2025/09/30 NDAQ NASDAQ INC 0.62% 3.521 B $ 39802892 2022/03/31 -40.000 M $ -1.08 %
2025/09/30 TJX TJX COS INC NEW 0.61% 3.474 B $ 24037493 2005/12/31 687.090 M $ 17.05 %
2025/09/30 LIN LINDE PLC 0.60% 3.453 B $ 7267777 2023/03/31 43.864 M $ 1.24 %
2025/09/30 TRGP TARGA RES CORP 0.58% 3.291 B $ 19643139 2010/12/31 -117.870 M $ -3.76 %
2025/09/30 V VISA INC 0.57% 3.234 B $ 9474640 2008/06/30 -135.987 M $ -3.85 %
2025/09/30 TMUS T-MOBILE US INC 0.56% 3.222 B $ 13461669 2013/06/30 10.221 M $ 0.47 %
2025/09/30 TXN TEXAS INSTRS INC 0.55% 3.141 B $ 17093498 2005/12/31 -460.650 M $ -11.51 %
2025/09/30 KKR KKR & CO INC 0.55% 3.127 B $ 24064520 2020/09/30 -73.137 M $ -2.32 %
2025/09/30 ABT ABBOTT LABS 0.55% 3.114 B $ 23246144 2005/12/31 -51.855 M $ -1.52 %
2025/09/30 WMB WILLIAMS COS INC 0.54% 3.078 B $ 48586299 2018/09/30 22.635 M $ 0.86 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.53% 3.041 B $ 15091478 2008/06/30 -236.649 M $ -7.83 %
2025/09/30 SPGI S&P GLOBAL INC 0.53% 3.033 B $ 6231644 2016/06/30 -241.750 M $ -7.70 %
2025/09/30 MS MORGAN STANLEY 0.52% 2.978 B $ 18732898 2007/06/30 346.148 M $ 12.85 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.51% 2.918 B $ 17992693 2008/06/30 -415.355 M $ -10.94 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.50% 2.866 B $ 12583718 2012/06/30 103.948 M $ 4.23 %
2025/09/30 GILD GILEAD SCIENCES INC 0.50% 2.844 B $ 25618534 2005/12/31 4.879 M $ 0.12 %
2025/09/30 HON HONEYWELL INTL INC 0.48% 2.756 B $ 13090401 2005/12/31 -341.263 M $ -9.61 %
2025/09/30 INTU INTUIT 0.48% 2.751 B $ 4028552 2008/12/31 -613.307 M $ -13.30 %
2025/09/30 DHR DANAHER CORPORATION 0.47% 2.688 B $ 13558892 2005/12/31 12.295 M $ 0.36 %
2025/09/30 COP CONOCOPHILLIPS 0.47% 2.680 B $ 28337549 2005/12/31 151.975 M $ 5.40 %
2025/09/30 XOM EXXON MOBIL CORP 0.47% 2.675 B $ 23722687 2005/12/31 123.501 M $ 4.59 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.46% 2.602 B $ 4269997 2007/12/31 601.823 M $ 21.87 %
2025/09/30 UBS UBS GROUP AG 0.46% 2.602 B $ 63671310 2014/12/31 128.811 M $ 21.29 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.45% 2.584 B $ 10477794 2009/09/30 -578.524 M $ -17.49 %
2025/09/30 CAT CATERPILLAR INC 0.44% 2.495 B $ 5228058 2005/12/31 11.482 M $ 22.91 %
2025/09/30 AZN ASTRAZENECA PLC 0.43% 2.478 B $ 32299561 2005/12/31 234.867 M $ 9.79 %
2025/09/30 ABBV ABBVIE INC 0.43% 2.440 B $ 10536901 2016/09/30 86.811 M $ 24.74 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.42% 2.390 B $ 9175377 2022/03/31 -96.264 M $ -4.67 %
2025/09/30 KO COCA COLA CO 0.41% 2.347 B $ 35389406 2005/12/31 -201.572 M $ -6.26 %
2025/09/30 CSCO CISCO SYS INC 0.40% 2.309 B $ 33748414 2005/12/31 -27.120 M $ -1.38 %
2025/09/30 EQT EQT CORP 0.40% 2.296 B $ 42174853 2022/06/30 -166.363 M $ -6.67 %
2025/09/30 CB CHUBB LIMITED 0.40% 2.295 B $ 8131921 2016/03/31 -60.983 M $ -2.58 %
2025/09/30 MCD MCDONALDS CORP 0.40% 2.258 B $ 7428824 2005/12/31 105.337 M $ 4.01 %
2025/09/30 KR KROGER CO 0.39% 2.249 B $ 33367551 2010/09/30 -89.490 M $ -6.02 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 0.37% 2.139 B $ 6621297 2014/12/31 -415.990 M $ -16.93 %
2025/09/30 NOW SERVICENOW INC 0.37% 2.105 B $ 2287300 2012/12/31 -233.844 M $ -10.49 %
2025/09/30 QCOM QUALCOMM INC 0.36% 2.069 B $ 12437240 2005/12/31 36.526 M $ 4.46 %
2025/09/30 UL UNILEVER PLC 0.36% 2.055 B $ 34665544 2020/12/31 -59.970 M $ -3.09 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.36% 2.046 B $ 26046055 2011/06/30 -170.235 M $ -8.24 %
2025/09/30 MTB M & T BK CORP 0.35% 2.023 B $ 10236066 2008/03/31 36.153 M $ 1.87 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.35% 2.005 B $ 6830294 2005/12/31 -68.858 M $ -4.83 %
2025/09/30 SYK STRYKER CORPORATION 0.34% 1.957 B $ 5294611 2009/12/31 -144.330 M $ -6.56 %
2025/09/30 PCAR PACCAR INC 0.33% 1.905 B $ 19380273 2005/12/31 71.705 M $ 3.43 %
2025/09/30 D DOMINION ENERGY INC 0.33% 1.881 B $ 30746146 2005/12/31 136.930 M $ 8.23 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.33% 1.869 B $ 4772042 2005/12/31 -257.805 M $ -12.03 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.33% 1.867 B $ 16597887 2006/12/31 154.449 M $ 8.42 %
2025/09/30 ORCL ORACLE CORP 0.33% 1.859 B $ 6609564 2005/12/31 141.060 M $ 28.64 %
2025/09/30 EMR EMERSON ELEC CO 0.32% 1.828 B $ 13935263 2005/12/31 -31.987 M $ -1.61 %
2025/09/30 MPC MARATHON PETE CORP 0.32% 1.806 B $ 9368219 2011/09/30 310.966 M $ 16.03 %
2025/09/30 ATO ATMOS ENERGY CORP 0.31% 1.787 B $ 10467828 2022/09/30 189.428 M $ 10.80 %
2025/09/30 CTRA COTERRA ENERGY INC 0.31% 1.765 B $ 74645572 2005/12/31 -150.681 M $ -6.82 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.31% 1.745 B $ 11354955 2005/12/31 -78.465 M $ -3.56 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.31% 1.744 B $ 10354224 2013/12/31 -94.232 M $ -8.17 %
2025/09/30 HCA HCA HEALTHCARE INC 0.29% 1.654 B $ 3880196 2011/03/31 177.154 M $ 11.25 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.29% 1.637 B $ 5861474 2005/12/31 337.711 M $ 23.31 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.28% 1.618 B $ 20804416 2009/03/31 -8.724 M $ -0.56 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.28% 1.614 B $ 13045528 2012/09/30 76.112 M $ 4.87 %
2025/09/30 ADM ARCHER DANIELS MIDLAND CO 0.28% 1.607 B $ 26897602 2006/09/30 195.665 M $ 13.19 %
2025/09/30 PPG PPG INDS INC 0.28% 1.593 B $ 15159770 2005/12/31 -109.199 M $ -7.60 %
2025/09/30 RJF RAYMOND JAMES FINL INC 0.27% 1.557 B $ 9018292 2014/03/31 184.005 M $ 12.54 %
2025/09/30 PFE PFIZER INC 0.27% 1.541 B $ 60461953 2005/12/31 95.484 M $ 5.12 %
2025/09/30 ARES ARES MANAGEMENT CORPORATION 0.26% 1.500 B $ 9382767 2019/06/30 -168.156 M $ -7.68 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.26% 1.475 B $ 25931699 2016/06/30 104.595 M $ 7.77 %
2025/09/30 DKS DICKS SPORTING GOODS INC 0.26% 1.468 B $ 6606860 2024/12/31 87.705 M $ 12.34 %
2025/09/30 GE GE AEROSPACE 0.25% 1.445 B $ 4803811 2021/09/30 226.428 M $ 16.87 %
2025/09/30 ANET ARISTA NETWORKS INC 0.25% 1.445 B $ 9913964 2024/12/31 545.446 M $ 42.42 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.25% 1.444 B $ 4727961 2019/09/30 292.490 M $ 21.75 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.25% 1.431 B $ 36494793 2005/12/31 -51.808 M $ -9.53 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.25% 1.431 B $ 14653441 2008/12/31 -319.312 M $ -9.11 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.25% 1.418 B $ 1780620 2005/12/31 74.832 M $ 12.52 %
2025/09/30 NKE NIKE INC 0.25% 1.418 B $ 20330675 2005/12/31 -42.315 M $ -1.84 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.25% 1.409 B $ 3151229 2007/03/31 -303.612 M $ -17.70 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.24% 1.383 B $ 7370089 2005/12/31 27.001 M $ 16.74 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.24% 1.375 B $ 12503976 2016/09/30 60.438 M $ 4.10 %
2025/09/30 GLW CORNING INC 0.24% 1.358 B $ 16557489 2005/12/31 374.151 M $ 55.98 %
2025/09/30 CCI CROWN CASTLE INC 0.23% 1.313 B $ 13606433 2016/03/31 -118.590 M $ -6.07 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.23% 1.309 B $ 2699460 2008/03/31 113.713 M $ 19.62 %
2025/09/30 CLH CLEAN HARBORS INC 0.23% 1.294 B $ 5574152 2013/09/30 5.996 M $ 0.45 %