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| Happy Holidays!! thanks for using AUM13F!! |
| Wellington Management Hong Kong Limited
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| CRD # | 165208 |
| SEC # | 801-77319 |
| CIK # | 0001633866 |
| AUM | $11.8 B (2025-03-31) |
| Employees | 111 (21% Investors, 0% Brokers) |
| Phone | 85228466000 |
| Address | 17 F, Two International Finance Centre Central Hong Kong, Hong Kong |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001633866 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 26.5 | |
| Nvidia Corp | 23.1 | |
| Broadcom Inc | 15.9 | |
| Apple Inc | 15.7 | |
| Amazon Com Inc | 13.6 | |
| Alphabet Inc | 11.6 | |
| Lilly Eli & Co | 10.9 | |
| Facebook Inc | 8.1 | |
| UnitedHealth Group Inc | 7.6 | |
| Mastercard Inc | 6.9 | |
| Merck & Co Inc | 6.1 | |
| Wells Fargo & Co/MN | 6.0 | |
| J P Morgan Chase & Co | 5.9 | |
| Netflix Inc | 5.3 | |
| American Express Co | 4.8 | |
| Intuit Inc | 4.6 | |
| Gilead Sciences Inc | 4.2 | |
| Bank of America Corp /DE/ | 4.1 | |
| TJX Companies Inc /DE/ | 4.0 | |
| Texas Instruments Inc | 4.0 | |
| Sempra Energy | 4.0 | |
| Johnson & Johnson | 3.8 | |
| Philip Morris International Inc | 3.8 | |
| Nasdaq OMX Group Inc | 3.7 | |
| Honeywell International Inc | 3.6 | |
| Linde PLC | 3.5 | |
| VISA Inc | 3.5 | |
| Boston Scientific Corp | 3.5 | |
| Abbott Laboratories | 3.4 | |
| Danaher Corp /DE/ | 3.4 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Wellington Trust Company NA Multiple Common Trust Funds Trust Japan Research Equity Portfolio | 2013-08-09 | 0.0 | |
| Other | Wellington Trust Company NA Multiple Common Trust Funds Trust Asia Contrarian Equity Portfolio | 2012-03-16 | 0.0 |
| AUM Breakdown | Accounts | AUM ($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 | 2 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 3.2 |
| (g) Pension and profit sharing plans | 3 | 1.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 2.7 |
| (k) Insurance companies | 4 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 9 | 3.6 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 11.8 |
| By Discretionary | ||
| Discretionary | 51 | 10.2 |
| Non-Discretionary | 1 | 1.5 |
| Total | 52 | 11.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.7 | |
| United States Persons | 3.1 | |
| Total | 52 | 11.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001633866] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wellington Management Company LLP
✚
|
MA | 1,305.7 |
|
Wellington Alternative Investments LLC
✚
|
MA | 58.7 |
|
Wellington Management Japan PTE Ltd
✚
|
17.9 | |
|
Wellington Management Hong Kong Limited
✚
|
11.8 | |
|
Wellington Funds US LLC
✚
|
MA | 5.0 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.3 |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.0 |
|
Wellington Shields & Co LLC
✚
|
NY | 0.5 |
|
Wellington-Altus USA Inc
✚
|
0.1 | |
|
Wellington Management Singapore PTE Ltd
✚
|
0.0 | |
|
Wellington Management Co LLP
✚
|
MA | 0.0 |
|
Wellington Management International Limited
✚
|
0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
National Investment Services of America LLC
✚
|
WI | 12.9 |
|
SIT Fixed Income Advisors II LLC
✚
|
MN | 12.9 |
|
G10 Capital Limited
✚
|
12.8 | |
|
O'shaughnessy Asset Management LLC
✚
|
CT | 12.6 |
|
Zacks Investment Management Inc
✚
|
IL | 12.4 |
|
Chartwell Investment Partners LLC
✚
|
PA | 12.3 |
|
Ramirez Asset Management Inc
✚
|
NY | 12.1 |
|
Neuberger Berman Canada ULC
✚
|
11.7 | |
|
Williams Jones Wealth Management LLC
✚
|
NY | 11.6 |
|
Gamco Asset Management Inc
✚
|
CT | 11.5 |