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| NFJ Investment Group LLC
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|
|---|---|
| CRD # | 310902 |
| SEC # | 801-119686 |
| CIK # | 0001106012, 0001862664 |
| AUM | $4.2 BB (2024-03-29) |
| Employees | 12 (75% Investors, 33% Brokers) |
| Phone | 214-754-1780 |
| Address | 2100 Ross Avenue, Suite 700 Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| ARE | 23.6 | 0.1 | |
| REXR | 9.6 | 0.1 | |
| NEE | 150.2 | 0.1 | |
| BAC | 278.3 | 0.1 | |
| INTU | 109.0 | 0.1 | |
| ES | 28.8 | 0.1 | |
| PNC | 66.1 | 0.1 | |
| TFC | 64.4 | 0.1 | |
| TMO | 209.7 | 0.0 | |
| HON | 119.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 3.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1,071 | 0.5 |
| Total | 1,082 | 4.2 |
| By Discretionary | ||
| Discretionary | 1,081 | 4.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,082 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 1,082 | 4.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001106012] | |
| 13F-HR | [0001862664] |
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