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NFJ INVESTMENT GROUP, LLC

Q4 2023 · 13F-HR

NFJ INVESTMENT GROUP, LLCholdings as filed

Filed 2024-02-15 · accession 0000883237-24-000012

$3.61B
Reported value
221
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
76169C100REXRREXFORD INDL RLTY INC$123.1M3.41%2,194,930CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$122.9M3.40%969,098CommonSOLE
060505104BACBANK AMERICA CORP$93.8M2.60%2,786,787CommonSOLE
461202103INTUINTUIT$91.1M2.52%145,711CommonSOLE
30040W108ESEVERSOURCE ENERGY$91.1M2.52%1,475,253CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$82.1M2.27%530,217CommonSOLE
22822V101CCICROWN CASTLE INC$70.5M1.95%612,326CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$70.2M1.95%505,191CommonSOLE
65339F101NEENEXTERA ENERGY INC$66.2M1.83%1,089,710CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$60.3M1.67%615,038CommonSOLE
89832Q109TFCTRUIST FINL CORP$59.1M1.64%1,600,226CommonSOLE
55354G100MSCIMSCI INC$54.0M1.50%95,538CommonSOLE
879369106TFXTELEFLEX INCORPORATED$53.0M1.47%212,387CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$50.3M1.39%94,842CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$50.0M1.38%237,191CommonSOLE
631103108NDAQNASDAQ INC$48.7M1.35%837,251CommonSOLE
902494103TSNTYSON FOODS INC$47.6M1.32%885,349CommonSOLE
902973304USBUS BANCORP DEL$47.4M1.31%1,094,900CommonSOLE
98978V103ZTSZOETIS INC$47.2M1.31%239,355CommonSOLE
654106103NKENIKE INC$46.4M1.29%427,396CommonSOLE
902681105UGIUGI CORP NEW$46.0M1.27%1,870,994CommonSOLE
444859102HUMHUMANA INC$45.5M1.26%99,435CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$45.5M1.26%596,417CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$44.9M1.24%153,347CommonSOLE
98389B100XELXCEL ENERGY INC$41.9M1.16%677,531CommonSOLE
74935Q107RBARB GLOBAL INC$39.6M1.10%592,332CommonSOLE
89400J107TRUTRANSUNION$39.6M1.10%576,357CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$38.7M1.07%287,979CommonSOLE
058498106BALLBALL CORP$38.6M1.07%671,753CommonSOLE
69047Q102OVVOVINTIV INC$38.5M1.06%875,467CommonSOLE
302491303FMCFMC CORP$35.4M0.98%561,504CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$35.3M0.98%139,082CommonSOLE
G3922B107GGENPACT LIMITED$34.5M0.96%994,368CommonSOLE
81211K100SDASEALED AIR CORP NEW$34.2M0.95%937,287CommonSOLE
150870103CECELANESE CORP DEL$34.2M0.95%220,126CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$34.2M0.95%209,082CommonSOLE
87807B107TRPTC ENERGY CORP$33.3M0.92%852,831CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$32.2M0.89%602,002CommonSOLE
46187W107INVHINVITATION HOMES INC$31.7M0.88%929,507CommonSOLE
723787107PXDEURPIONEER NAT RES CO$30.8M0.85%136,952CommonSOLE
866674104SUISUN CMNTYS INC$30.7M0.85%229,844CommonSOLE
172967424CCITIGROUP INC$29.6M0.82%575,667CommonSOLE
858586100SCLSTEPAN CO$29.4M0.81%310,959CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$29.0M0.80%170,264CommonSOLE
G0176J109ALLEALLEGION PLC$28.9M0.80%228,386CommonSOLE
891092108TTCTORO CO$26.6M0.74%277,074CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$25.5M0.71%198,858CommonSOLE
617446448MSMORGAN STANLEY$24.9M0.69%267,264CommonSOLE
437076102HDHOME DEPOT INC$24.8M0.69%71,706CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$24.7M0.68%57,935CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$23.6M0.65%178,869CommonSOLE
594918104MSFTMICROSOFT CORP$23.5M0.65%62,575CommonSOLE
922475108VEEVVEEVA SYS INC$23.2M0.64%120,543CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$22.7M0.63%172,971CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$22.5M0.62%674,349CommonSOLE
26875P101EOGEOG RES INC$22.0M0.61%181,689CommonSOLE
G5960L103MDTMEDTRONIC PLC$21.7M0.60%263,334CommonSOLE
25754A201DPZDOMINOS PIZZA INC$21.6M0.60%52,503CommonSOLE
87612E106TGTTARGET CORP$21.5M0.60%150,922CommonSHARED
579780206MKCMCCORMICK & CO INC$21.4M0.59%312,870CommonSOLE
518439104ELLAUDER ESTEE COS INC$21.1M0.58%144,425CommonSOLE
550021109LULULULULEMON ATHLETICA INC$19.9M0.55%38,939CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19.9M0.55%453,446CommonSOLE
72703H101PLNTPLANET FITNESS INC$19.8M0.55%270,625CommonSOLE
037833100AAPLAPPLE INC$19.6M0.54%101,987CommonSOLE
254687106DISDISNEY WALT CO$18.1M0.50%200,819CommonSOLE
086516101BBYBEST BUY INC$17.4M0.48%221,973CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$17.1M0.47%79,054CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$17.0M0.47%514,335CommonSOLE
47215P106JDJD.COM INC$16.5M0.46%571,422CommonSOLE
020002101ALLALLSTATE CORP$15.7M0.44%112,507CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$15.6M0.43%516,118CommonSOLE
379577208GMEDGLOBUS MED INC$15.4M0.43%288,867CommonSOLE
G6095L109APTIV PLC$15.3M0.42%170,336CommonSHARED
483007704KALUKAISER ALUMINUM CORP$14.6M0.41%205,432CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$13.5M0.37%326,032CommonSOLE
511656100LKFNLAKELAND FINL CORP$13.3M0.37%204,778CommonSOLE
98419M100XYLXYLEM INC$13.2M0.37%115,642CommonSOLE
963320106WHRWHIRLPOOL CORP$13.1M0.36%107,407CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$13.0M0.36%915,071CommonSOLE
981475106WKCWORLD KINECT CORPORATION$12.7M0.35%557,332CommonSOLE
011659109ALKALASKA AIR GROUP INC$12.7M0.35%324,381CommonSOLE
48123V102ZDZIFF DAVIS INC$12.6M0.35%187,774CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$12.4M0.34%27,822CommonSOLE
941848103WATWATERS CORP$12.3M0.34%37,502CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$12.2M0.34%180,989CommonSOLE
682680103OKEONEOK INC NEW$11.7M0.32%166,222CommonSOLE
090572207BIOBIO RAD LABS INC$11.6M0.32%35,815CommonSOLE
92826C839VVISA INC$11.5M0.32%44,257CommonSHARED
002824100ABTABBOTT LABS$11.5M0.32%104,264CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.3M0.31%17,144CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$11.3M0.31%104,970CommonSOLE
882508104TXNTEXAS INSTRS INC$11.3M0.31%66,203CommonSHARED
697900108PAASPAN AMERN SILVER CORP$11.0M0.30%670,588CommonSOLE
02079K305GOOGLALPHABET INC$10.9M0.30%78,270CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$10.3M0.29%209,237CommonSHARED
30214U102EXPOEXPONENT INC$10.2M0.28%115,623CommonSOLE
464287598IWDISHARES TR$10.1M0.28%61,323CommonSOLE
59156R108METMETLIFE INC$10.1M0.28%151,997CommonSOLE
717081103PFEPFIZER INC$9.8M0.27%340,852CommonSHARED
29670G102WTRGESSENTIAL UTILS INC$9.7M0.27%260,524CommonSOLE
95058W100WENWENDYS CO$9.7M0.27%497,169CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$9.4M0.26%59,178CommonSOLE
277432100EMNEASTMAN CHEM CO$9.3M0.26%104,027CommonSHARED
46266C105IQVIQVIA HLDGS INC$9.2M0.26%39,828CommonSOLE
297178105ESSESSEX PPTY TR INC$9.2M0.25%37,101CommonSHARED
27579R104EWBCEAST WEST BANCORP INC$9.1M0.25%126,689CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$9.1M0.25%38,517CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$9.1M0.25%80,920CommonSHARED
29476L107EQREQUITY RESIDENTIAL$9.0M0.25%147,361CommonSHARED
345370860FFORD MTR CO DEL$8.5M0.23%696,086CommonSHARED
410867105THGHANOVER INS GROUP INC$8.3M0.23%68,324CommonSOLE
40415F101HDBHDFC BANK LTD$7.2M0.20%106,895CommonSOLE
92343E102VRSNVERISIGN INC$7.2M0.20%34,773CommonSOLE
006739106ADUSADDUS HOMECARE CORP$6.9M0.19%74,775CommonSOLE
203607106CBUCOMMUNITY BK SYS INC$6.9M0.19%131,883CommonSOLE
052769106ADSKAUTODESK INC$6.5M0.18%26,649CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$5.9M0.16%36,867CommonSOLE
93148P102WDWALKER & DUNLOP INC$5.9M0.16%52,866CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$5.7M0.16%137,550CommonSOLE
88146M101TRNOTERRENO RLTY CORP$5.5M0.15%87,389CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$5.0M0.14%186,073CommonSOLE
55306N104MKSIMKS INSTRS INC$5.0M0.14%48,176CommonSOLE
902788108UMBFUMB FINL CORP$4.7M0.13%56,835CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$4.7M0.13%55,785CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$4.7M0.13%169,690CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$4.6M0.13%166,033CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$4.4M0.12%143,962CommonSOLE
N07059210ASMLASML HOLDING N V$4.4M0.12%5,761CommonSOLE
192108504CDECOEUR MNG INC$4.3M0.12%1,328,458CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$4.2M0.12%94,665CommonSOLE
800363103SD2SANDY SPRING BANCORP INC$4.2M0.12%154,210CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$4.2M0.12%22,175CommonSOLE
50105F105KROKRONOS WORLDWIDE INC$4.1M0.11%414,531CommonSOLE
76680R206RNGRINGCENTRAL INC$4.1M0.11%119,553CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$4.0M0.11%107,628CommonSHARED
20440W105SIDCOMPANHIA SIDERURGICA NACION$4.0M0.11%1,027,650CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$4.0M0.11%75,723CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$3.9M0.11%116,453CommonSOLE
747316107KWRQUAKER HOUGHTON$3.9M0.11%18,369CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$3.9M0.11%55,462CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$3.9M0.11%75,176CommonSOLE
062540109BOHBANK HAWAII CORP$3.9M0.11%53,694CommonSOLE
860630102SFSTIFEL FINL CORP$3.9M0.11%56,130CommonSOLE
5168062058LP1VITAL ENERGY INC$3.9M0.11%85,138CommonSOLE
71943U104DOCUSDPHYSICIANS RLTY TR$3.9M0.11%290,127CommonSOLE
12740C103CADECADENCE BANK$3.9M0.11%130,432CommonSOLE
688239201OSKOSHKOSH CORP$3.8M0.11%35,510CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$3.8M0.11%36,333CommonSOLE
029899101AWRAMER STATES WTR CO$3.8M0.11%47,580CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$3.8M0.10%18,167CommonSOLE
903002103UMHUMH PPTYS INC$3.8M0.10%246,881CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$3.7M0.10%220,806CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$3.7M0.10%37,804CommonSOLE
00191U102EFORASGN INC$3.7M0.10%38,482CommonSOLE
904708104UNFUNIFIRST CORP MASS$3.7M0.10%20,182CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$3.7M0.10%69,612CommonSOLE
56117J100MBUUMALIBU BOATS INC$3.7M0.10%66,936CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$3.6M0.10%45,879CommonSOLE
88162G103TTEKTETRA TECH INC NEW$3.6M0.10%21,587CommonSOLE
254543101DIODDIODES INC$3.5M0.10%43,253CommonSOLE
576485205MTDRMATADOR RES CO$3.4M0.10%60,548CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$3.4M0.09%104,151CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$3.4M0.09%159,850CommonSOLE
98585X104YETIYETI HLDGS INC$3.2M0.09%62,655CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.2M0.09%8,390CommonSOLE
37940X102GPNGLOBAL PMTS INC$3.0M0.08%23,990CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.0M0.08%28,101CommonSOLE
78463M107SPSCSPS COMM INC$3.0M0.08%15,660CommonSOLE
25960R105PLOWDOUGLAS DYNAMICS INC$3.0M0.08%101,488CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.9M0.08%3,614CommonSOLE
438516106HONHONEYWELL INTL INC$2.9M0.08%13,607CommonSOLE
718546104PSXPHILLIPS 66$2.8M0.08%20,927CommonSOLE
458140100INTCINTEL CORP$2.7M0.08%54,434CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$2.6M0.07%26,976CommonSOLE
79466L302CRMSALESFORCE INC$2.3M0.06%8,838CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.3M0.06%40,864CommonSOLE
904311107UAAUNDER ARMOUR INC$2.3M0.06%260,790CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$2.3M0.06%159,376CommonSOLE
640491106NEOGNEOGEN CORP$2.2M0.06%111,749CommonSOLE
172755100CRUSCIRRUS LOGIC INC$2.1M0.06%25,502CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$2.1M0.06%44,084CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2.1M0.06%6,777CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$2.0M0.06%30,927CommonSOLE
50187T106LGIHLGI HOMES INC$2.0M0.06%14,916CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$2.0M0.05%219,751CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1.9M0.05%40,714CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.9M0.05%33,826CommonSOLE
423452101HPHELMERICH & PAYNE INC$1.8M0.05%49,108CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.05%5,011CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$1.7M0.05%212,745CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$1.7M0.05%153,150CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.6M0.04%11,582CommonSOLE
91912E105VALEVALE S A$1.6M0.04%97,786CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.04%14,857CommonSOLE
031162100AMGNAMGEN INC$1.4M0.04%4,973CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.4M0.04%10,533CommonSOLE
871829107SYYSYSCO CORP$1.4M0.04%19,170CommonSOLE
29446M102EQNREQUINOR ASA$1.4M0.04%43,549CommonSOLE
427866108HSYHERSHEY CO$1.3M0.03%6,731CommonSOLE
855244109SBUXSTARBUCKS CORP$1.2M0.03%12,782CommonSOLE
98401F105XNCRXENCOR INC$1.2M0.03%55,538CommonSOLE
06738E204BCSBARCLAYS PLC$995,7400.03%126,363CommonSOLE
046353108AZNNASTRAZENECA PLC$936,9730.03%13,912CommonSOLE
372303206GMABGENMAB A/S$904,4790.03%28,407CommonSOLE
760125104RTORENTOKIL INITIAL PLC$863,7070.02%30,189CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$825,3550.02%151,999CommonSOLE
45168D104IDXXIDEXX LABS INC$625,5410.02%1,127CommonSOLE
126408103CSXCSX CORP$356,6150.01%10,286CommonSOLE
16115Q308GTLSCHART INDS INC$325,6920.01%2,389CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$286,6000.01%4,667CommonSOLE
22266T109CPNGCOUPANG INC$219,8600.01%13,580CommonSHARED
81762P102NOWSERVICENOW INC$16,9550.00%24CommonSOLE
23331A109DHID R HORTON INC$2,5840.00%17CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$1,7880.00%11CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1,6210.00%4CommonSOLE
29444U700EQIXEQUINIX INC$1,6110.00%2CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$1,5480.00%183CommonSOLE
74340W103PLDPROLOGIS INC.$1,2000.00%9CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1,0080.00%13CommonSOLE
260003108DOVDOVER CORP$6150.00%4CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.