Wellington Management Group LLP
Wellington Management Group LLP is a private, independent, global investment management firm headquartered in Boston, MA, United States. Founded in 1928 and incorporated as Wellington Management Company in 1933, it now serves over 3,000 institutional clients—including pension funds, endowments, foundations, central banks, sovereign funds, insurance companies, fund sponsors, financial intermediaries, and family offices—across more than 60 countries. Wellington employs over 800 investment professionals and has a total staff of approximately 2,900, anchored by a collaborative, research-driven culture. The firm is privately held, enabling a long-term investment outlook for its clients and beneficiaries.
Investment Strategy
Wellington Management employs a research-driven, long-term investment approach, offering solutions across the full spectrum of asset classes including equities, fixed income, multi-asset, alternatives, and private markets. The firm features an integrated boutique model connecting nearly 50 independent investment teams, leveraging deep proprietary research and global expertise. Wellington’s collaborative culture encourages rigorous debate and sharing of ideas to identify hidden risks and opportunities. Investment strategies are diversified by geography, sector, style, and market capitalization, with a focus on creating balanced solutions tailored to meet the distinct goals of institutional clients. Private ownership enables Wellington to focus exclusively on client outcomes, free from short-term pressures.
Top Holdings
Equity Positions (1,760)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.81% | $26.51B | 53,297,976 | $86.46 | $497.41 | +$7.75B |
N NVDA | NVIDIA CORPORATION | 4.19% | $23.10B | 146,233,293 | $58.01 | $157.99 | +$8.26B |
A AVGO | BROADCOM INC | 2.88% | $15.86B | 57,525,689 | $122.22 | $275.65 | +$5.98B |
A AAPL | APPLE INC | 2.85% | $15.69B | 76,449,371 | $137.79 | $205.17 | -$2.63B |
A AMZN | AMAZON COM INC | 2.46% | $13.57B | 61,850,563 | $113.70 | $219.39 | +$1.24B |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $13.2M | 90 | $617.85 | $603.35 | +67.71 | +$9.7M |
I IWM | ISHARES TR | Bought | Put | $8.8M | 535 | $215.79 | $215.79 | +535.48 | +$8.8M |
X XLF | SELECT SECTOR SPDR TR | Bought | Put | $7.9M | 158,770 | $52.37 | $52.37 | +158,770 | +$7.9M |
A AFRM | AFFIRM HLDGS INC | New | Call | $6.3M | 107 | $69.14 | $69.14 | +106.6 | +$6.3M |
S SOFI | SOFI TECHNOLOGIES INC | Sold | Put | $3.6M | 539 | $18.21 | $15.40 | -168.75 | -$1.5M |