1y return+15.2%S&P 500 +20.9%
3y return+48.1%S&P 500 +68.5%
5y return+38.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $255 against $334 in the S&P 500.2
Russell Investments Group, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $6.0B | 5.3% | +1.1% |
| AAPLApple Inc | $4.8B | 4.2% | +6.2% |
| MSFTMicrosoft Corp | $3.4B | 3.0% | |
| AMZNAmazon Com Inc | $3.0B | 2.6% | +16.2% |
| GOOGAlphabet Inc | $2.6B | 2.2% | +9.5% |
| GOOGLAlphabet Inc | $2.5B | 2.2% | −5.1% |
| AVGOBroadcom Inc | $2.1B | 1.8% | +13.6% |
| MUMicron Technology Inc | $1.8B | 1.6% | +43.9% |
| TSMTaiwan Semiconductor Manufacturing Company Limited | $1.7B | 1.5% | −4.5% |
| METAMeta Platforms Inc | $1.6B | 1.4% | +5.2% |
| MAMastercard Incorporated | $1.0B | 0.9% | +1.9% |
| AMDAdvanced Micro Devices Inc | $997.8M | 0.9% | +16.7% |
| LLYLilly Eli And Co | $942.4M | 0.8% | |
| TSLATesla Inc | $939.9M | 0.8% | +1.2% |
| AMATApplied Materials Inc | $915.3M | 0.8% | +1.9% |
| VOOVanguard 500 Index Fund | $898.8M | 0.8% | +10179.0% |
| LRCXLam Research Corporation | $882.0M | 0.8% | −4.2% |
| JPMJpmorgan Chase Co | $773.8M | 0.7% | +5.2% |
| VVisa Inc | $740.4M | 0.7% | +12.0% |
| JNJJohnson Johnson | $681.6M | 0.6% | |
| Seagate Technology Hldngs PLCCUSIP G7997R103 | $663.5M | 0.6% | −28.9% |
| WELLWelltower Inc | $647.7M | 0.6% | |
| KLACKla Corporation | $628.2M | 0.6% | +1549.1% |
| UNHUnitedhealth Group Inc | $581.6M | 0.5% | +11.0% |
| EQIXEquinix Inc | $517.7M | 0.5% | −5.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $6.0B |
| Seagate Technology Hldngs PLCCUSIP G7997R103 | June 30, 2022 | +1250.7% | $663.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $2.1B |
| AMATApplied Materials Inc | June 30, 2020 | +1096.1% | $915.3M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $997.8M |
| TSMTaiwan Semiconductor Manufacturing Company Limited | June 30, 2020 | +741.2% | $1.7B |
| LLYLilly Eli And Co | June 30, 2020 | +630.6% | $942.4M |
| LRCXLam Research Corporation | December 31, 2024 | +499.9% | $882.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.5B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $2.6B |
Sold off last quarter
- Honeywell International IncorporationCUSIP 438516106 was $84.9M
- Carnival Corp Paired CtfCUSIP 143658300 was $43.7M
- Dupont De Nemours IncCUSIP 26614N102 was $24.8M
- Terns Pharmaceuticals IncCUSIP 880881107 was $12.9M
- CTRACoterra Energy Inc was $12.7M
- Seabridge Gold IncCUSIP 811916105 was $11.7M
- Hologic IncCUSIP 436440101 was $10.9M
- The Woodbridge Company LimitedCUSIP 884903808 was $10.4M
- The Bank of New York Mellon CorporationCUSIP 04351P101 was $9.2M
- Thermon Group Hldgs IncCUSIP 88362T103 was $7.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +8.1% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Russell Investments Group, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1692234&type=13F-HR&dateb=&owner=include&count=40CIK 1692234
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1692234/000119312526336961/Filed August 6, 2026 · accession 0001193125-26-336961