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| The Leuthold Group LLC
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| CRD # | 105826 |
| SEC # | 801-30686 |
| CIK # | 0001170152 |
| AUM | 1,169.0 M (2026-03-31) |
| Employees | 17 (41% Investors, 12% Brokers) |
| Phone | 612-332-9141 |
| Address | 100 North 6th Street Minneapolis, MN 55403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 19.1 | ||
| Microsoft Corp | 17.8 | ||
| Jabil Circuit Inc | 15.7 | ||
| Goldman Sachs Group Inc | 15.5 | ||
| McKesson Corp | 14.0 | ||
| Kinross Gold Corp | 14.0 | ||
| Fedex Corp | 13.7 | ||
| Cardinal Health Inc | 13.6 | ||
| Flextronics International Ltd | 13.1 | ||
| Cisco Systems Inc | 12.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Leuthold Global Industries LP | [2012-02-10] | 48.6 M | 41.6 M |
| Filed 2020-06-25 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Leuthold Private Strategy Common Fund | 2012-01-31 | 45.0 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 60 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (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 | 34 | 0.3 |
| (n) Other | 99 | 0.0 |
| Total | 200 | 1.2 |
| By Discretionary | ||
| Discretionary | 101 | 1.1 |
| Non-Discretionary | 99 | 0.0 |
| Total | 200 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 200 | 1.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Mueller | Executive Officer | 23 | 5 | |
| David Cragg | Executive Officer | 8 | 4 | |
| Jeffrey Leadholm | Executive Officer | 5 | 3 | |
| General Partner Leuthold Weeden Hedge LLC | Executive Officer | 2 | 2 | |
| The Leuthold Group LLC | Executive Officer | 1 | 1 | |
| General Partner The Leuthold Group LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001170152] | |
| SC 13G | [0001170152] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.2B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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|---|---|---|
|
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NY | 1,367.1 M |
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NY | 1,009.0 M |
|
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DE | 965.8 M |
|
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KS | 884.8 M |
|
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837.6 M |