NFJ INVESTMENT GROUP, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$3.8T

Holdings

238

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
101
WENWENDYS CO
517,000$11.2B0.30%
102
DEIDOUGLAS EMMETT INC
886,928$11.1B0.30%
103
ACNACCENTURE PLC IRELAND
34,998$10.8B0.29%
104
SIRIEURSIRIUS XM HOLDINGS INC
2,375,902$10.8B0.29%
105
BACVERIZON COMMUNICATIONS INC
289,199$10.8B0.29%
106
NKENIKE INC
96,471$10.6B0.28%
107
KEYSKEYSIGHT TECHNOLOGIES INC
63,458$10.6B0.28%
108
METMETLIFE INC
183,258$10.4B0.28%
109
LOWLOWES COS INC
44,282$10.0B0.27%
110
UPSUNITED PARCEL SERVICE INC
55,497$9.9B0.26%
111
ESSESSEX PPTY TR INC
41,705$9.8B0.26%
112
LHXL3HARRIS TECHNOLOGIES INC
49,685$9.7B0.26%
113
WRKUSDWESTROCK CO
333,616$9.7B0.26%
114
EMNEASTMAN CHEM CO
115,183$9.6B0.26%
115
CRLCHARLES RIV LABS INTL INC
45,809$9.6B0.26%
116
EQREQUITY RESIDENTIAL
144,799$9.6B0.25%
117
NLYANNALY CAPITAL MANAGEMENT IN
470,718$9.4B0.25%
118
DHRDANAHER CORPORATION
38,458$9.2B0.25%
119
AWMSKYWORKS SOLUTIONS INC
81,490$9.0B0.24%
120
BLDTOPBUILD CORP
32,520$8.7B0.23%
121
FNFABRINET
58,753$7.6B0.20%
122
GMEDGLOBUS MED INC
121,299$7.2B0.19%
123
BXBLACKSTONE INC
77,494$7.2B0.19%
124
SPNSSAPIENS INTL CORP N V
247,041$6.6B0.17%
125
TRNOTERRENO RLTY CORP
104,951$6.3B0.17%
126
ELSEQUITY LIFESTYLE PPTYS INC
90,265$6.0B0.16%
127
CBUCOMMUNITY BK SYS INC
125,897$5.9B0.16%
128
WDWALKER & DUNLOP INC
62,413$4.9B0.13%
129
HDBHDFC BANK LTD
68,562$4.8B0.13%
130
CABOCABLE ONE INC
7,269$4.8B0.13%
131
MTDRMATADOR RES CO
87,098$4.6B0.12%
132
BHFBRIGHTHOUSE FINL INC
95,088$4.5B0.12%
133
RNGRINGCENTRAL INC
135,698$4.4B0.12%
134
OSKOSHKOSH CORP
51,237$4.4B0.12%
135
ADUSADDUS HOMECARE CORP
47,251$4.4B0.12%
136
JLLJONES LANG LASALLE INC
28,028$4.4B0.12%
137
ASGNASGN INC
57,143$4.3B0.11%
138
HASIHANNON ARMSTRONG SUST INFR C
168,366$4.2B0.11%
139
HLIHOULIHAN LOKEY INC
42,745$4.2B0.11%
140
GRCGORMAN RUPP CO
145,428$4.2B0.11%
141
TTEKTETRA TECH INC NEW
25,589$4.2B0.11%
142
MBUUMALIBU BOATS INC
71,344$4.2B0.11%
143
MEDPMEDPACE HLDGS INC
17,366$4.2B0.11%
144
WTSWATTS WATER TECHNOLOGIES INC
22,608$4.2B0.11%
145
AWIARMSTRONG WORLD INDS INC NEW
56,534$4.2B0.11%
146
FIBKFIRST INTST BANCSYSTEM INC
174,061$4.1B0.11%
147
SPSCSPS COMM INC
21,589$4.1B0.11%
148
STAGSTAG INDL INC
115,463$4.1B0.11%
149
AWRAMER STATES WTR CO
47,575$4.1B0.11%
150
GBCIGLACIER BANCORP INC NEW
132,696$4.1B0.11%
151
YETIYETI HLDGS INC
106,298$4.1B0.11%
152
SEESEALED AIR CORP NEW
103,042$4.1B0.11%
153
LZBLA Z BOY INC
143,254$4.1B0.11%
154
MKSIMKS INSTRS INC
37,944$4.1B0.11%
155
GOLFACUSHNET HLDGS CORP
74,607$4.1B0.11%
156
SCLSTEPAN CO
42,508$4.1B0.11%
157
UMBFUMB FINL CORP
66,456$4.0B0.11%
158
COLBCOLUMBIA BKG SYS INC
199,048$4.0B0.11%
159
ASMLASML HOLDING N V
5,542$4.0B0.11%
160
DISDISNEY WALT CO
44,708$4.0B0.11%
161
ON1OLD NATL BANCORP IND
283,424$4.0B0.11%
162
VLYVALLEY NATL BANCORP
508,159$3.9B0.10%
163
SIDCOMPANHIA SIDERURGICA NACION
1,515,791$3.9B0.10%
164
SD2SANDY SPRING BANCORP INC
172,613$3.9B0.10%
165
WDFCWD 40 CO
20,669$3.9B0.10%
166
NICNICOLET BANKSHARES INC
57,353$3.9B0.10%
167
EXPOEXPONENT INC
41,682$3.9B0.10%
168
DIODDIODES INC
41,994$3.9B0.10%
169
KROKRONOS WORLDWIDE INC
443,646$3.9B0.10%
170
ESNTESSENT GROUP LTD
82,594$3.9B0.10%
171
SSBUSDSOUTHSTATE CORPORATION
58,246$3.8B0.10%
172
SFSTIFEL FINL CORP
64,149$3.8B0.10%
173
CASHPATHWARD FINANCIAL INC
81,654$3.8B0.10%
174
MANMANPOWERGROUP INC WIS
47,227$3.7B0.10%
175
CADECADENCE BANK
187,887$3.7B0.10%
176
ABRARBOR REALTY TRUST INC
244,657$3.6B0.10%
177
ARIAPOLLO COML REAL EST FIN INC
314,453$3.6B0.09%
178
ENRENERGIZER HLDGS INC NEW
105,175$3.5B0.09%
179
KWRQUAKER HOUGHTON
17,870$3.5B0.09%
180
WWWWOLVERINE WORLD WIDE INC
235,973$3.5B0.09%
181
TTWOTAKE-TWO INTERACTIVE SOFTWAR
23,521$3.5B0.09%
182
BOHBANK HAWAII CORP
80,837$3.3B0.09%
183
METAMETA PLATFORMS INC
11,549$3.3B0.09%
184
PLOWDOUGLAS DYNAMICS INC
109,520$3.3B0.09%
185
EFSCENTERPRISE FINL SVCS CORP
82,012$3.2B0.09%
186
MPTMEDICAL PPTYS TRUST INC
340,282$3.2B0.08%
187
MSAMSA SAFETY INC
18,090$3.1B0.08%
188
GSGOLDMAN SACHS GROUP INC
9,334$3.0B0.08%
189
NOWSERVICENOW INC
5,332$3.0B0.08%
190
CMECME GROUP INC
15,846$2.9B0.08%
191
HPHELMERICH & PAYNE INC
82,673$2.9B0.08%
192
CRMSALESFORCE INC
13,607$2.9B0.08%
193
LDOSLEIDOS HOLDINGS INC
31,586$2.8B0.07%
194
PLUSEPLUS INC
41,415$2.3B0.06%
195
INTCINTEL CORP
69,230$2.3B0.06%
196
AVYAVERY DENNISON CORP
13,429$2.3B0.06%
197
HLFHERBALIFE LTD
170,172$2.3B0.06%
198
NOMDNOMAD FOODS LTD
125,114$2.2B0.06%
199
CRUSCIRRUS LOGIC INC
26,254$2.1B0.06%
200
BMYBRISTOL-MYERS SQUIBB CO
32,596$2.1B0.06%
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