13F
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Russell Investments Group, Ltd.

13F equity value
$93.1B
Positions
4,237
Top 10 concentration
25.7%
Quarters / total new picks
32 / 2,692
13F equity value over time
$0M$47B$93B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 32 quarters, returned +2.7% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = 0.77, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.4%
t-stat
0.77
Quarterly win rate
50%
Annualized excess
-1.4%
$1 → follow vs universe
$1.88 vs $2.09
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120221231: universe 1.28220230331: universe 1.35120230630: universe 1.30320230930: universe 1.47920231231: universe 1.54520240331: universe 1.58020240630: universe 1.72320240930: universe 1.70820241231: universe 1.59420250331: universe 1.73820250630: universe 1.79320250930: universe 2.01620251231: universe 2.085 20180331: follow 1.06520180630: follow 0.97420180930: follow 1.01120181231: follow 0.99820190331: follow 0.98420190630: follow 1.08220190930: follow 1.19520191231: follow 0.97920200331: follow 1.13420200630: follow 1.30120200930: follow 1.71320201231: follow 1.60420210331: follow 1.62620210630: follow 1.69020210930: follow 1.32920211231: follow 1.06820220331: follow 1.14020220630: follow 1.01220220930: follow 1.12320221231: follow 0.96820230331: follow 1.00620230630: follow 0.96120230930: follow 1.14420231231: follow 1.19620240331: follow 1.16120240630: follow 1.28320240930: follow 1.25620241231: follow 1.12020250331: follow 1.33920250630: follow 1.55420250930: follow 1.78620251231: follow 1.880 0.84 1.54 2.25 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 4237 · 2026 Q1

Ticker Value Weight QoQ
NVDA $5.1B
5.5%
ADD
AAPL $4.0B
4.3%
ADD
MSFT $3.4B
3.6%
ADD
AMZN $2.2B
2.4%
ADD
GOOGL $2.1B
2.2%
ADD
GOOG $1.9B
2.0%
ADD
META $1.5B
1.7%
ADD
AVGO $1.5B
1.6%
ADD
TSM $1.3B
1.4%
TRIM
MA $969M
1.0%
ADD
TSLA $816M
0.9%
ADD
LLY $720M
0.8%
ADD
JNJ $659M
0.7%
HOLD
JPM $654M
0.7%
ADD
V $582M
0.6%
ADD
WELL $567M
0.6%
ADD
EQIX $508M
0.5%
ADD
XOM $480M
0.5%
HOLD
COST $462M
0.5%
ADD
LRCX $452M
0.5%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.