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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 273 -12.78%
of those in investment advisory functions 71 -29.00%
Registration SEC, Approved, 09/07/2017
AUM* 43,374,626,309 5107.43%
of that, discretionary 41,290,676,791 4857.23%
Private Fund GAV* 0
Avg Account Size 1,239,275,037 197.57%
SMA’s No
Private Funds 0
Contact Info 00 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 839M 671M 504M 336M 168M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$522,474 % Position8.00% $ Change-14.00% # Change-3.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$409,700 % Position6.00% $ Change-16.00% # Change-5.00%
Stck Ticker67066G104 Stock NameNVIDIA CORP $ Position$373,108 % Position5.00% $ Change-25.00% # Change-7.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$241,901 % Position4.00% $ Change-34.00% # Change-9.00%
Stck Ticker023135106 Stock NameAMAZON.COM INC $ Position$294,777 % Position4.00% $ Change-21.00% # Change-9.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$244,478 % Position4.00% $ Change-8.00% # Change-7.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE CO. $ Position$162,256 % Position2.00% $ Change-4.00% # Change-6.00%
Stck Ticker882508104 Stock NameTEXAS INSTRUMENTS INC $ Position$105,290 % Position2.00% $ Change-2.00% # Change3.00%
Stck Ticker00287Y109 Stock NameABBVIE INC $ Position$122,371 % Position2.00% $ Change38.00% # Change18.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$158,491 % Position2.00% $ Change-23.00% # Change-6.00%