WELLINGTON MANAGEMENT GROUP LLP
•CIK: 902219•Filing: Q4 2025
Wellington Management Group LLP, with $526.3 billion in assets under management, is known for its value-oriented investment strategy, often focusing on undervalued stocks with strong fundamentals. Recently, the fund has made notable moves by adding KMB and REGN, which have seen significant gains, while exiting positions in UNILEVER P and IPG, reflecting a strategic shift in their portfolio.
Total AUM
$525.3B
+ $17.1M in options
QoQ Performance
+1.4%
Positions
1,704
+ 17 options
Top 10 Concentration
32.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA5.0%
MSFT4.5%
AAPL4.0%
GOOGL3.4%
LLY2.7%
MRK1.7%
WFC1.3%
META1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.4%
Technology28.2%
Healthcare12.2%
Financial6.2%
Consumer4.6%
Industrial2.4%
Communication2.0%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
+1618 more exited positions
Changes from Q3 2025
NEW2 new positions
↑91 increased
↓107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023