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| NFJ Investment Group LLC
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|---|---|
| CRD # | 310902 |
| SEC # | 801-119686 |
| CIK # | 0001862664, 0001106012 |
| AUM | 2,976.4 M (2026-03-20) |
| Employees | 9 (89% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-754-1780 |
| Address | 2100 Ross Avenue, Suite 700 Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 22 Jul 2026 | NFJ INVESTMENT GROUP, LLC's Salesforce Inc(CRM) Holding History — GuruFocus |
| Sun, 14 Jun 2026 | Advanced Micro Devices, Inc. $AMD Stake Lowered by NFJ Investment Group LLC — MarketBeat |
| CIK | Period |
|---|---|
| 0001862664 0001106012 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| HF Sinclair Corp | 0.1 | |
| Marvell Technology Inc | 0.1 | |
| Schwab Charles Corp | 0.1 | |
| Alphabet Inc | 0.1 | |
| AMB Property Corp | 0.1 | |
| GE Vernova Inc | 0.1 | |
| Commercial Metals Co | 0.1 | |
| Glacier Bancorp Inc | 0.1 | |
| Lilly Eli & Co | 0.1 | |
| FPL Group Inc | 0.0 | |
| Equinix Inc | 0.0 | |
| Royal Gold Inc | 0.0 | |
| Marathon Petroleum Corp | 0.0 | |
| Advanced Micro Devices Inc | 0.0 | |
| Nutrien Ltd | 0.0 | |
| Universal Health Services Inc | 0.0 | |
| Community Bank System Inc | 0.0 | |
| Pfizer Inc | 0.0 | |
| Hershey Co | 0.0 | |
| Pinnacle Financial Partners Inc | 0.0 | |
| UMB Financial Corp | 0.0 | |
| Bank of Hawaii Corp | 0.0 | |
| Phillips 66 | 0.0 | |
| Independent Bank Corp | 0.0 | |
| Kennametal Inc | 0.0 | |
| Nucor Corp | 0.0 | |
| Amphenol Corp /DE/ | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Schlumberger Ltd /NV/ | 0.0 | |
| Microsoft Corp | 0.0 | Prev | Page 1 | Next |
| 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 | 2.7 |
| (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 | 2 | 0.0 |
| (n) Other | 462 | 0.3 |
| Total | 468 | 3.0 |
| By Discretionary | ||
| Discretionary | 468 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 468 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 468 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001106012] | |
| 13F-HR | [0001862664] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $32.8B |
| Clients | 24 |
| Serves | Institutional, Retail |
| LEI | 5493002JLXL64MHMJT61 |
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