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| Happy Holidays!! thanks for using AUM13F!! |
| NFJ Investment Group LLC
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| CRD # | 310902 |
| SEC # | 801-119686 |
| CIK # | 0001862664, 0001106012 |
| AUM | $3.4 B (2025-03-26) |
| Employees | 10 (90% Investors, 40% Brokers) |
| Phone | 214-754-1780 |
| Address | 2100 Ross Avenue, Suite 700 Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| FPL Group Inc | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| Northeast Utilities | 0.1 | ||
| Intuit Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Rexford Industrial Realty Inc | 0.1 | ||
| PNC Financial Services Group Inc | 0.1 | ||
| AMB Property Corp | 0.1 | ||
| Pfizer Inc | 0.1 | ||
| Alexandria Real Estate Equities Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 3.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 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 | 1 | 0.0 |
| (n) Other | 733 | 0.3 |
| Total | 739 | 3.4 |
| By Discretionary | ||
| Discretionary | 739 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 739 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 739 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001106012] | |
| 13F-HR | [0001862664] |
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