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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Wellington Management ⇄ Universal- Beteiligungs- und Servicegesellschaft mbH

60Shared positions
49.3%Name overlap (Jaccard)
15+Only Wellington…
15+Only Universal-…

Shared holdings · Q2 2026

SecurityWellington… weightUniversal-… weight
NVDA NVIDIA Corporation 4.2% 6.5%
AAPL Apple Inc. 3.0% 4.9%
MSFT Microsoft Corporation 3.1% 3.8%
GOOGL Alphabet Inc. 2.7% 3.6%
AMZN Amazon.com, Inc. 2.3% 3.4%
AVGO Broadcom Inc. 3.4% 2.2%
LLY Eli Lilly and Company 2.3% 1.1%
GOOG Alphabet Inc. 1.1% 2.0%
MU Micron Technology, Inc. 1.0% 1.8%
AMD Advanced Micro Devices… 0.9% 1.6%
META Meta Platforms, Inc. 0.7% 1.7%
MRK Merck & Co., Inc. 1.9% 0.4%
MA Mastercard Incorporated 1.1% 0.8%
TSLA Tesla, Inc. 0.7% 1.2%
JNJ Johnson & Johnson 1.0% 0.9%
V Visa Inc. 0.6% 1.1%
KLAC KLA Corporation 0.8% 0.6%
UNH UnitedHealth Group… 0.8% 0.4%
CSCO Cisco Systems, Inc. 0.3% 0.8%
AMAT Applied Materials, Inc. 0.1% 1.0%
JPM JPMorgan Chase & Co. 0.2% 0.9%
LIN Linde plc 0.4% 0.7%
INTC Intel Corp. 0.4% 0.6%
WELL Welltower Inc. 0.6% 0.4%
TXN Texas Instruments… 0.7% 0.3%
LRCX Lam Research Corporation 0.1% 0.9%
BRK-B Berkshire Hathaway Inc. 0.3% 0.7%
BLK BlackRock, Inc. 0.7% 0.2%
WFC Wells Fargo & Company 0.6% 0.3%
APH Amphenol Corporation 0.5% 0.4%
NFLX Netflix, Inc. 0.3% 0.5%
BAC Bank of America… 0.4% 0.4%
KO The Coca-Cola Company 0.4% 0.4%
HD The Home Depot, Inc. 0.5% 0.4%
WMT Walmart Inc. 0.2% 0.6%
DIS The Walt Disney Company 0.5% 0.3%
GLW Corning Inc 0.6% 0.2%
ELV Elevance Health Inc. 0.6% 0.2%
XONA.DE Exxon Mobil Corporation 0.4% 0.4%
ABBV AbbVie Inc. 0.2% 0.6%
GE GE Aerospace 0.4% 0.3%
CVS CVS Health Corp. 0.6% 0.2%
PM Philip Morris… 0.5% 0.2%
ETN Eaton Corporation plc 0.5% 0.3%
SRE Sempra 0.7% 0.0%
IBM International Business… 0.3% 0.4%
TRGP Targa Resources Corp. 0.7% 0.1%
DHR Danaher Corporation 0.5% 0.2%
CAH Cardinal Health, Inc. 0.6% 0.1%
SNDK Sandisk Corporation 0.4% 0.3%
SYK Stryker Corporation 0.4% 0.2%
PANW Palo Alto Networks, Inc. 0.2% 0.5%
SPGI S&P Global Inc. 0.4% 0.3%
CAT Caterpillar Inc. 0.2% 0.5%
PG The Procter & Gamble… 0.2% 0.5%
MRSH Marsh & McLennan… 0.5% 0.1%
DE Deere & Company 0.3% 0.3%
TJX The TJX Companies, Inc. 0.3% 0.3%
QCOM QUALCOMM Incorporated 0.2% 0.4%
ADP Automatic Data… 0.4% 0.2%

Distinctively Wellington Management

AZN AstraZeneca PLC 0.9%
TSM Taiwan Semiconductor… 0.5%
UBS UBS Group AG 0.5%
STX Seagate Technology… 0.4%
UL Unilever PLC 0.4%
TTE TotalEnergies SE 0.4%
NXPI NXP Semiconductors… 0.3%
ASML ASML Holding N.V. 0.3%
TEL TE Connectivity plc 0.3%
SHOP Shopify Inc. 0.2%
CNI Canadian National… 0.2%
ICLR ICON Public Limited… 0.2%
IWM iShares Russell 2000… 0.2%
ARGX argenx SE 0.1%
NTR Nutrien Ltd. 0.1%

Distinctively Universal-…

BRK-A Berkshire Hathaway… 0.2%
EXR Extra Space Storage… 0.1%
REG Regency Centers… 0.1%
EQR Equity Residential 0.1%
ETR Entergy Corporation 0.1%
HIG The Hartford… 0.1%
WBD Warner Bros.… 0.1%
ELS Equity LifeStyle… 0.1%
XEL Xcel Energy Inc. 0.0%
FSS Federal Signal… 0.0%
DOC Healthpeak… 0.0%
DOCU DocuSign, Inc. 0.0%
GTX Garrett Motion Inc. 0.0%
CNP CenterPoint Energy… 0.0%
CNO CNO Financial Group… 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology