TCW GROUP INC

Other Low signal CIK 850401
League rank
#286
in Other · #1193 overall
Long book
$13.29B
Q1 2026
Positions
629
Top-10 weight
33%
concentration
Last quarter
+16.2%
SPY +14.8%
Turnover
10%
of book per quarter

Strategy in plain words

auto-generated from filings

TCW GROUP INC is an institutional manager, running a $13.29B US long book across 629 positions.

The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, MICROSOFT CORP, BROADCOM INC, AMAZON.COM INC, ALPHABET INC-CL C.

Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+5.0%
Q2 2024
+4.0%
Q3 2024
+4.4%
Q4 2024
-6.3%
Q1 2025
+15.2%
Q2 2025
+6.5%
Q3 2025
+1.9%
Q4 2025
-4.6%
Q1 2026
+16.2%

Sector allocation

Technology
45%
Industrials
14%
Consumer discretionary
9%
Services media
6%
Financials
6%
Healthcare
5%
Utilities
4%
Other
3%

Long book by quarter

$9.88B
Q1 2024
$11.19B
Q2 2024
$11.44B
Q3 2024
$11.91B
Q4 2024
$11.17B
Q1 2025
$12.76B
Q2 2025
$11.94B
Q3 2025
$13.96B
Q4 2025
$13.29B
Q1 2026

What does TCW GROUP own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology5.9M$1.03B7.7%-5.5%
MSFT MICROSOFT CORPTechnology1.5M$553.6M4.2%-6.6%
AVGO BROADCOM INCTechnology1.6M$497.8M3.7%-1.2%
AMZN AMAZON.COM INCConsumer discretionary2.4M$495.9M3.7%+3.0%
GOOG ALPHABET INC-CL CTechnology1.6M$460.3M3.5%-2.9%
META META PLATFORMS INC-CLASS ATechnology553.5K$316.7M2.4%-12.9%
GE GENERAL ELECTRICIndustrials891.9K$253.1M1.9%-1.6%
ASML ASML HOLDING NV-NY REG SHSIndustrials151.2K$199.7M1.5%-6.7%
ANET ARISTA NETWORKS INCTechnology1.6M$193.4M1.5%+27.2%
V VISA INC-CLASS A SHARESServices media626.4K$189.3M1.4%-4.7%
COST COSTCO WHOLESALE CORPConsumer discretionary177.8K$177.2M1.3%-2.6%
MA MASTERCARD INC - AServices media335.0K$167.4M1.3%-5.3%
ETN EATON CORP PLCIndustrials452.0K$161.7M1.2%+0.7%
PANW PALO ALTO NETWORKS INCTechnology935.5K$150.0M1.1%+28.4%
XOM EXXON MOBIL CORPEnergy880.5K$149.4M1.1%+8.7%
JPM JPMORGAN CHASE & COFinancials484.6K$142.5M1.1%+0.4%
AAPL APPLE INCTechnology550.6K$139.7M1.1%-0.5%
MCK MCKESSON CORPConsumer discretionary158.2K$136.9M1.0%+32.0%
VRT VERTIV HOLDINGS CO-ATechnology539.9K$135.3M1.0%-20.1%
NOW SERVICENOW INCTechnology1.3M$135.0M1.0%-27.2%
CDNS CADENCE DESIGN SYS INCTechnology457.8K$127.2M1.0%-1.7%
ISRG INTUITIVE SURGICAL INCHealthcare274.6K$126.6M1.0%+0.9%
BNY BANK OF NEW YORK MELLON CORPFinancials1.0M$122.6M0.9%-1.1%
INTC INTEL CORPTechnology2.7M$118.1M0.9%+10.9%
IBM INTL BUSINESS MACHINES CORPTechnology487.1K$118.1M0.9%-5.4%
ORLY O'REILLY AUTOMOTIVE INCConsumer discretionary1.3M$116.6M0.9%-12.7%
SPOT SPOTIFY TECHNOLOGY SACommunications236.1K$114.5M0.9%+9.6%
ICE INTERCONTINENTAL EXCHANGE INFinancials720.3K$113.3M0.9%+0.9%
CRWD CROWDSTRIKE HOLDINGS INC - ATechnology273.6K$106.8M0.8%-12.2%
AME AMETEK INCTechnology486.9K$104.4M0.8%+2.0%
GOOGL ALPHABET INC-CL ATechnology362.7K$104.3M0.8%+1.2%
MRK MERCK & CO. INC.Healthcare862.5K$103.7M0.8%+10.0%
SPGI S&P GLOBAL INCServices media232.3K$98.8M0.7%-20.1%
ETR ENTERGY CORPUtilities877.1K$98.6M0.7%+7.1%
BSX BOSTON SCIENTIFIC CORPHealthcare1.5M$96.4M0.7%+7.4%
SHOP SHOPIFY INC - CLASS ATechnology811.3K$96.2M0.7%-3.2%
LITE LUMENTUM HOLDINGS INCTechnology133.2K$93.6M0.7%-61.0%
DIS WALT DISNEY CO/THEServices media962.5K$92.8M0.7%+0.5%
NI NISOURCE INCUtilities1.9M$90.5M0.7%+5.6%
PG PROCTER & GAMBLE CO/THEOther617.7K$89.2M0.7%-8.2%
WCN WASTE CONNECTIONS INCUtilities536.6K$87.2M0.7%-12.3%
CSX CSX CORPIndustrials2.1M$86.0M0.6%+1.6%
BKR BAKER HUGHES COIndustrials1.4M$85.8M0.6%-19.4%
JCI JOHNSON CONTROLS INTERNATIONIndustrials652.5K$85.4M0.6%-16.7%
KLAC KLA CORPOther56.4K$83.0M0.6%+2609.0%
CSCO CISCO SYSTEMS INCTechnology1.0M$80.5M0.6%+1565.2%
ABBV ABBVIE INCHealthcare367.8K$80.0M0.6%+2.7%
DD DUPONT DE NEMOURS INCMaterials1.7M$76.7M0.6%+23.7%
PFE PFIZER INCHealthcare2.7M$76.2M0.6%+4.4%
UPS UNITED PARCEL SERVICE-CL BIndustrials763.8K$75.1M0.6%+56.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 2026883$13.29B canonicalSEC ↗
Q4 202513F-HRFeb 17, 2026913$13.96B canonicalSEC ↗
Q3 202513F-HRNov 14, 2025449$11.94B canonicalSEC ↗
Q2 202513F-HRAug 14, 2025634$12.76B canonicalSEC ↗
Q1 202513F-HRMay 7, 2025641$11.17B canonicalSEC ↗
Q4 202413F-HRFeb 4, 2025631$11.91B canonicalSEC ↗
Q3 202413F-HR/ARESTATEMENTNov 19, 2024618$11.44B canonicalSEC ↗
Q3 202413F-HRNov 8, 2024618$11.44B SEC ↗
Q2 202413F-HRJul 19, 2024637$11.19B canonicalSEC ↗
Q1 202413F-HRMay 10, 2024672$9.88B canonicalSEC ↗