NFJ INVESTMENT GROUP, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$2.9T

Holdings

265

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (265 positions)

#StockSharesValue% PortfolioType
1
AREALEXANDRIA REAL ESTATE EQ IN
1,045,486$87.1B2.99%
2
GOOGLALPHABET INC
301,319$73.3B2.52%
3
PLDPROLOGIS INC.
619,920$71.0B2.44%
4
NEENEXTERA ENERGY INC
888,869$67.1B2.31%
5
GBCIGLACIER BANCORP INC NEW
1,136,866$55.3B1.90%
6
PFEPFIZER INC
2,067,381$52.7B1.81%
7
AMZNAMAZON COM INC
236,053$51.8B1.78%
8
SWKSTANLEY BLACK & DECKER INC
673,611$50.1B1.72%
9
CBSHCOMMERCE BANCSHARES INC
726,211$43.4B1.49%
10
AMDADVANCED MICRO DEVICES INC
256,441$41.5B1.43%
11
SCHWSCHWAB CHARLES CORP
429,503$41.0B1.41%
12
UMBFUMB FINL CORP
338,522$40.1B1.38%
13
REXRREXFORD INDL RLTY INC
971,576$39.9B1.37%
14
HDHOME DEPOT INC
97,326$39.4B1.35%
15
PNFPPINNACLE FINL PARTNERS INC
419,723$39.4B1.35%
16
MRVLMARVELL TECHNOLOGY INC
456,284$38.4B1.32%
17
CBUCOMMUNITY FINANCIAL SYSTEM I
650,319$38.1B1.31%
18
JPMJPMORGAN CHASE & CO.
116,173$36.6B1.26%
19
CVXCHEVRON CORP NEW
213,056$33.1B1.14%
20
XOMEXXON MOBIL CORP
291,247$32.8B1.13%
21
INDBINDEPENDENT BK CORP MASS
462,822$32.0B1.10%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
63,175$31.8B1.09%
23
BLKBLACKROCK INC
26,969$31.4B1.08%
24
INTUINTUIT
45,603$31.1B1.07%
25
CRMSALESFORCE INC
124,189$29.4B1.01%
26
OVVOVINTIV INC
722,061$29.2B1.00%
27
UBERUBER TECHNOLOGIES INC
296,350$29.0B1.00%
28
TMOTHERMO FISHER SCIENTIFIC INC
59,663$28.9B0.99%
29
FFINFIRST FINL BANKSHARES INC
846,491$28.5B0.98%
30
MSFTMICROSOFT CORP
54,922$28.4B0.98%
31
TSNTYSON FOODS INC
522,901$28.4B0.98%
32
LKFNLAKELAND FINL CORP
439,965$28.2B0.97%
33
HCAHCA HEALTHCARE INC
65,094$27.7B0.95%
34
ON1OLD NATL BANCORP IND
1,204,841$26.4B0.91%
35
USBUS BANCORP DEL
545,402$26.4B0.91%
36
ABBVABBVIE INC
110,751$25.6B0.88%
37
UHSUNIVERSAL HLTH SVCS INC
124,393$25.4B0.87%
38
CHRWC H ROBINSON WORLDWIDE INC
189,884$25.1B0.86%
39
WFCWELLS FARGO CO NEW
288,677$24.2B0.83%
40
TFCTRUIST FINL CORP
521,314$23.8B0.82%
41
HOMBHOME BANCSHARES INC
823,882$23.3B0.80%
42
BALLBALL CORP
444,510$22.4B0.77%
43
APTVAPTIV PLC
255,859$22.1B0.76%
44
LLYELI LILLY & CO
28,572$21.8B0.75%
45
CADECADENCE BANK
572,021$21.5B0.74%
46
FLSFLOWSERVE CORP
386,123$20.5B0.70%
47
DWDMORGAN STANLEY
126,694$20.1B0.69%
48
AESAES CORP
1,510,725$19.9B0.68%
49
ESEVERSOURCE ENERGY
276,693$19.7B0.68%
50
DISDISNEY WALT CO
166,725$19.1B0.66%
51
BACBANK AMERICA CORP
366,503$18.9B0.65%
52
PNCPNC FINL SVCS GROUP INC
91,178$18.3B0.63%
53
VEEVVEEVA SYS INC
60,826$18.1B0.62%
54
SLBSCHLUMBERGER LTD
516,167$17.7B0.61%
55
EX9EXELIXIS INC
428,382$17.7B0.61%
56
EOGEOG RES INC
155,101$17.4B0.60%
57
UNPUNION PAC CORP
70,741$16.7B0.57%
58
OSKOSHKOSH CORP
122,837$15.9B0.55%
59
RBARB GLOBAL INC
144,252$15.9B0.55%
60
AUANGLOGOLD ASHANTI PLC
13,068$15.9B0.54%
61
JDJD.COM INC
429,641$15.0B0.52%
62
TRVCCITIGROUP INC
147,170$14.9B0.51%
63
JNJJOHNSON & JOHNSON
80,067$14.8B0.51%
64
WDWALKER & DUNLOP INC
169,009$14.1B0.49%
65
UPSUNITED PARCEL SERVICE INC
162,907$13.6B0.47%
66
FMCFMC CORP
384,173$12.9B0.44%
67
MKSIMKS INC.
101,719$12.6B0.43%
68
GSGOLDMAN SACHS GROUP INC
15,508$12.3B0.42%
69
FRFIRST INDL RLTY TR INC
239,415$12.3B0.42%
70
AG8AGILENT TECHNOLOGIES INC
90,751$11.6B0.40%
71
GGENPACT LIMITED
277,620$11.6B0.40%
72
INVHINVITATION HOMES INC
396,470$11.6B0.40%
73
ALLEALLEGION PLC
63,169$11.2B0.38%
74
CTRACOTERRA ENERGY INC
468,535$11.1B0.38%
75
EFSCENTERPRISE FINL SVCS CORP
184,784$10.7B0.37%
76
JBTJBT MAREL CORPORATION
75,571$10.6B0.36%
77
ISRGINTUITIVE SURGICAL INC
22,911$10.2B0.35%
78
ADUSADDUS HOMECARE CORP
85,300$10.1B0.35%
79
KALUKAISER ALUMINUM CORP
127,604$9.8B0.34%
80
AREAlexandria Real Estate Equities Inc
115,863$9.7B0.33%
81
APHAMPHENOL CORP NEW
77,284$9.6B0.33%
82
PLDPrologis Inc
81,963$9.4B0.32%
83
MTDRMATADOR RES CO
205,672$9.2B0.32%
84
COSTCOSTCO WHSL CORP NEW
9,983$9.2B0.32%
85
CFGCITIZENS FINL GROUP INC
172,383$9.2B0.31%
86
SBACSBA COMMUNICATIONS CORP NEW
45,995$8.9B0.31%
87
GOOGLAlphabet Inc
36,306$8.8B0.30%
88
XYLXYLEM INC
59,798$8.8B0.30%
89
PCHPOTLATCHDELTIC CORPORATION
212,691$8.7B0.30%
90
CSGPCOSTAR GROUP INC
101,211$8.5B0.29%
91
HPHELMERICH & PAYNE INC
382,355$8.4B0.29%
92
PAASPAN AMERN SILVER CORP
215,040$8.3B0.29%
93
LFUSLITTELFUSE INC
31,883$8.3B0.28%
94
LYFTLYFT INC
365,407$8.0B0.28%
95
BOHBANK HAWAII CORP
122,436$8.0B0.28%
96
NEENextEra Energy Inc
106,342$8.0B0.28%
97
WGOWINNEBAGO INDS INC
237,493$7.9B0.27%
98
YETIYETI HLDGS INC
234,596$7.8B0.27%
99
ALKALASKA AIR GROUP INC
152,819$7.6B0.26%
100
ASHASHLAND INC
156,883$7.5B0.26%
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