Walgreens Boots Alliance, Inc.
Walgreens Boots Alliance, Inc. is a global leader in retail pharmacy and healthcare, formed in 2014 through the merger of Walgreens and Alliance Boots. Headquartered in Deerfield, Illinois, it operates across the United States, Europe, and Latin America, with a presence in over 25 countries and approximately 13,000 stores, including around 9,000 in the U.S. The company specializes in retail pharmacy, pharmaceutical wholesale and distribution, and healthcare services. As of 2024, it employs about 312,000 staff and serves millions of customers daily through its physical stores, digital platforms, and healthcare partnerships, including VillageMD. Walgreens Boots Alliance is transitioning ownership to private equity firm Sycamore Partners in 2025.
Investment Strategy
Walgreens Boots Alliance pursues an integrated healthcare and retail strategy, focusing on dispensing and distributing medicines, retail and specialty pharmacy operations, and leveraging technology to provide consumer-centric, omni-channel healthcare solutions. Its strategy includes expanding its clinical footprint through partnerships such as VillageMD for primary care, developing pharmacy automation technology, and investing globally in both health and beauty retail and pharmaceutical wholesale businesses. The approach is designed to streamline prescription fulfillment, drive cost efficiencies, and enhance patient care experiences.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABC | CENCORA, INC. | 100.00% | $2240.78B | 7,473,000 | $187.22 | $187.22 | -$645.80B |