NFJ INVESTMENT GROUP, LLC Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$4.9T

Holdings

330

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (330 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP NEW
577,010$145.0B2.94%
2
MSFTMICROSOFT CORP
313,626$96.7B1.96%
3
AVGOBROADCOM INC
151,999$95.7B1.94%
4
NEENEXTERA ENERGY INC
1,127,873$95.5B1.94%
5
JPMJPMORGAN CHASE & CO
653,890$89.1B1.81%
6
MRKMERCK & CO INC
1,053,679$86.5B1.75%
7
TRVCCITIGROUP INC
1,429,806$76.4B1.55%
8
TXNTEXAS INSTRS INC
398,526$73.1B1.48%
9
AAPLAPPLE INC
408,229$71.3B1.45%
10
CECELANESE CORP DEL
476,079$68.0B1.38%
11
HDHOME DEPOT INC
220,109$65.9B1.34%
12
NSCNORFOLK SOUTHN CORP
230,300$65.7B1.33%
13
MAMASTERCARD INCORPORATED
174,799$62.5B1.27%
14
KNSLKINSALE CAP GROUP INC
267,302$61.0B1.24%
15
FDXFEDEX CORP
225,104$52.1B1.06%
16
TMOTHERMO FISHER SCIENTIFIC INC
82,420$48.7B0.99%
17
BACVERIZON COMMUNICATIONS INC
954,961$48.6B0.99%
18
MCDMCDONALDS CORP
193,079$47.7B0.97%
19
8CWCROWN CASTLE INTL CORP NEW
248,300$45.8B0.93%
20
VEEVVEEVA SYS INC
215,560$45.8B0.93%
21
PKGPACKAGING CORP AMER
277,580$43.3B0.88%
22
CHECHEMED CORP NEW
84,794$43.0B0.87%
23
PSXPHILLIPS 66
494,368$42.7B0.87%
24
DWDMORGAN STANLEY
482,334$42.2B0.86%
25
ALSALLSTATE CORP
302,202$41.9B0.85%
26
AMZNAMAZON COM INC
12,423$40.5B0.82%
27
GPNGLOBAL PMTS INC
289,686$39.6B0.80%
28
TRUTRANSUNION
382,677$39.5B0.80%
29
RGLDROYAL GOLD INC
278,275$39.3B0.80%
30
DGDOLLAR GEN CORP NEW
174,968$39.0B0.79%
31
JNJJOHNSON & JOHNSON
218,371$38.7B0.79%
32
VLOVALERO ENERGY CORP
377,918$38.4B0.78%
33
LYBLYONDELLBASELL INDUSTRIES N
372,029$38.3B0.78%
34
SUISUN CMNTYS INC
216,336$37.9B0.77%
35
SWKSTANLEY BLACK & DECKER INC
264,297$36.9B0.75%
36
WECWEC ENERGY GROUP INC
369,521$36.9B0.75%
37
BBYBEST BUY INC
403,690$36.7B0.74%
38
MSCIMSCI INC
72,407$36.4B0.74%
39
MDC1USDM D C HLDGS INC
951,094$36.0B0.73%
40
OKEONEOK INC NEW
493,766$34.9B0.71%
41
CMICUMMINS INC
166,666$34.2B0.69%
42
MPTMEDICAL PPTYS TRUST INC
1,602,350$33.9B0.69%
43
ABBVABBVIE INC
202,278$32.8B0.67%
44
CRMSALESFORCE COM INC
148,637$31.6B0.64%
45
FNFFIDELITY NATIONAL FINANCIAL
633,640$30.9B0.63%
46
LDOSLEIDOS HOLDINGS INC
285,631$30.9B0.63%
47
LRCXEURLAM RESEARCH CORP
56,981$30.6B0.62%
48
UNHUNITEDHEALTH GROUP INC
57,879$29.5B0.60%
49
CSCOCISCO SYS INC
521,705$29.1B0.59%
50
AREALEXANDRIA REAL ESTATE EQ IN
142,757$28.7B0.58%
51
ABTABBOTT LABS
237,831$28.1B0.57%
52
CMCSACOMCAST CORP NEW
599,703$28.1B0.57%
53
ROLROLLINS INC
791,062$27.7B0.56%
54
HONHONEYWELL INTL INC
140,934$27.4B0.56%
55
DHID R HORTON INC
368,018$27.4B0.56%
56
ADBEADOBE SYSTEMS INCORPORATED
59,491$27.1B0.55%
57
POOLPOOL CORP
61,806$26.1B0.53%
58
ROPROPER TECHNOLOGIES INC
55,316$26.1B0.53%
59
GOOGLALPHABET INC
9,390$26.1B0.53%
60
ATOATMOS ENERGY CORP
214,069$25.6B0.52%
61
RMERESMED INC
103,876$25.2B0.51%
62
FRCBFIRST REP BK SAN FRANCISCO C
153,084$24.8B0.50%
63
DPZDOMINOS PIZZA INC
60,712$24.7B0.50%
64
RGENREPLIGEN CORP
131,261$24.7B0.50%
65
AMGNAMGEN INC
101,162$24.5B0.50%
66
NVDANVIDIA CORPORATION
88,917$24.3B0.49%
67
AWCAMERICAN WTR WKS CO INC NEW
145,645$24.1B0.49%
68
WSTWEST PHARMACEUTICAL SVSC INC
58,304$23.9B0.49%
69
WMWASTE MGMT INC DEL
147,040$23.3B0.47%
70
AMEAMETEK INC
174,641$23.3B0.47%
71
TTCTORO CO
271,980$23.3B0.47%
72
WMTWALMART INC
154,196$23.0B0.47%
73
APDAIR PRODS & CHEMS INC
91,556$22.9B0.46%
74
EMEEMCOR GROUP INC
201,342$22.7B0.46%
75
CDNSCADENCE DESIGN SYSTEM INC
131,146$21.6B0.44%
76
ASMLASML HOLDING N V
31,604$21.1B0.43%
77
LMTLOCKHEED MARTIN CORP
46,340$20.5B0.42%
78
BXMTBLACKSTONE MTG TR INC
643,041$20.4B0.41%
79
OGM1COGENT COMMUNICATIONS HLDGS
292,564$19.4B0.39%
80
SNPSSYNOPSYS INC
58,002$19.3B0.39%
81
CITCINTAS CORP
44,641$19.0B0.39%
82
WENWENDYS CO
852,341$18.7B0.38%
83
FOXFFOX FACTORY HLDG CORP
189,652$18.6B0.38%
84
TDYTELEDYNE TECHNOLOGIES INC
39,091$18.5B0.37%
85
TSMTAIWAN SEMICONDUCTOR MFG LTD
170,818$17.8B0.36%
86
TROWPRICE T ROWE GROUP INC
116,231$17.6B0.36%
87
GLGLOBE LIFE INC
173,682$17.5B0.35%
88
THGHANOVER INS GROUP INC
116,776$17.5B0.35%
89
ZTSZOETIS INC
90,879$17.1B0.35%
90
BLDTOPBUILD CORP
94,012$17.1B0.35%
91
SPGIS&P GLOBAL INC
41,320$16.9B0.34%
92
BRBROADRIDGE FINL SOLUTIONS IN
106,307$16.6B0.34%
93
CPRTCOPART INC
131,111$16.4B0.33%
94
DHRDANAHER CORPORATION
55,313$16.2B0.33%
95
AVYAVERY DENNISON CORP
93,205$16.2B0.33%
96
BACBK OF AMERICA CORP
375,823$15.5B0.31%
97
PKXPOSCO HOLDINGS INC
258,284$15.3B0.31%
98
MRCYMERCURY SYS INC
235,939$15.2B0.31%
99
FICOFAIR ISAAC CORP
32,519$15.2B0.31%
100
XELXCEL ENERGY INC
209,238$15.1B0.31%
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