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Macquarie Group LTD

CIK:0001418333
Asset Manager
$892B AUM
1,639 holdings
Sydney, NSW, Australia
Founded:1969
20,000 employees
Latest filing:Jun 30, 2025

Macquarie Group Limited is a global banking and financial services organization headquartered in Sydney, Australia, founded in 1969. The firm operates in over 33 countries with around 20,000 employees as of the 2020s, providing a wide array of services across asset management, investment banking, consumer and corporate banking, commodities and equities trading, leasing, wealth management, and advisory. Its client base is global and includes corporations, governments, institutions, and individuals.

Investment Strategy

Macquarie Group pursues a diversified investment strategy through its broad operating groups. Macquarie Asset Management invests across infrastructure, real assets, equities, and fixed income using a long-term, sector-focused approach designed to generate sustainable value. The Group emphasizes repeatable, risk-managed, and client-aligned investments, combining traditional banking, asset management, and capital markets expertise to unlock investment opportunities globally. Macquarie is also known for innovations in renewable energy, infrastructure, corporate lending, commodities, and specialized finance, focusing on both returns and sustainable, positive outcomes for clients and communities.

Top Buys
N
NVDANVIDIA CORPORATION
+$1.17B
M
MSFTMICROSOFT CORP
+$777.5M
I
IVVISHARES TR
+$648.5M
S
SPYSPDR S&P 500 ETF TR
+$465.5M
A
AVGOBROADCOM INC
+$388.6M
Top Sells
A
AAPLAPPLE INC
-$455.5M
U
UNHUNITEDHEALTH GROUP INC
-$300.3M
V
VOOVANGUARD INDEX FDS
-$255.4M
H
HOLXHOLOGIC INC
-$179.0M
C
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
-$163.5M

Top Holdings

M
MSFTMICROSOFT CORP
+4.3%$3.49B
N
NVDANVIDIA CORPORATION
+4.0%$3.28B
A
AMZNAMAZON COM INC
+2.1%$1.74B
A
AAPLAPPLE INC
+2.0%$1.66B
M
METAMETA PLATFORMS INC
+1.4%$1.18B

Equity Positions (1,554)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP4.28%$3.49B7,006,883$229.54$497.41+$777.5M
N
NVDA
NVIDIA CORPORATION4.02%$3.28B20,742,072$35.75$157.99+$1.17B
A
AMZN
AMAZON COM INC2.13%$1.74B7,923,432$149.71$219.39+$38.0M
A
AAPL
APPLE INC2.04%$1.66B8,103,602$139.95$205.17-$455.5M
M
META
META PLATFORMS INC1.45%$1.18B1,597,621$320.17$738.09+$84.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+10.9%
SEMICONDUCTORS & RELATED DEVICES
+8.7%
SERVICES-BUSINESS SERVICES, NEC
+5.4%
REAL ESTATE INVESTMENT TRUSTS
+5.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%