Nfj Investment Group, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.06 Billion distributed in 497 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of America Corp with a value of $83.7M, Nextera Energy Inc with a value of $83.5M, Alexandria Real Estate Equities, Inc. with a value of $82.4M, Rexford Industrial Realty, Inc. with a value of $76.3M, and Intuit Inc with a value of $72.2M.
Examining the 13F form we can see an decrease of $318M in the current position value, from $3.38B to 3.06B.
Nfj Investment Group, LLC is based out at Dallas, TX
Below you can find more details about Nfj Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.06 Billion
Financial Services: $739 Million
Real Estate: $440 Million
Healthcare: $365 Million
Technology: $294 Million
Industrials: $260 Million
Utilities: $241 Million
Consumer Cyclical: $219 Million
Energy: $210 Million
Other: $294 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions