NFJ INVESTMENT GROUP, LLC
•CIK: 1862664•Filing: Q4 2025
**NFJ INVESTMENT GROUP, LLC** manages $2.8B across a diversified portfolio of 228 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including SCHW ($87.4M), MRVL ($86.9M), and DINO ($86.3M). Further concentration is evident in large-cap names such as GOOGL ($83.8M) and PLD ($77.7M). This structure suggests a conviction-driven, large-cap allocation strategy.
Total AUM
$2.8B
QoQ Performance
-4.5%
Positions
228
Top 10 Concentration
25.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHW3.1%
MRVL3.1%
DINO3.1%
GOOGL3.0%
PLD2.8%
BKNG2.4%
NEE2.2%
AMZN2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.8%
Technology9.6%
Financial8.3%
Consumer7.5%
Real Estate4.5%
Healthcare4.4%
Energy2.9%
Utilities2.2%
🚪 Exited Positionssold since Q3 2025
+94 more exited positions
Changes from Q3 2025
NEW34 new positions
↑25 increased
↓135 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023