Wellington Management Japan PTE Ltd

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Wellington Management Japan PTE Ltd
CRD #165192
SEC #801-77317
CIK #0001633865
AUM $18.1 BB (2024-07-01)
Employees 76 (12% Investors, 0% Brokers)
Phone81355330011
AddressPalace Building 7F
Tokyo, Japan
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
504030201002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 24.1
AAPL 2,382.8 21.9
NVDA 399.6 17.2
AMZN 1,093.0 13.7
UNH 477.0 13.2
GOOGL 1,475.1 10.4
LLY 301.8 9.8
MRK 232.4 9.0
JPM 340.2 7.3
DHR 183.1 6.1
View All
Holdings by Sector ($BB)
70056042028014002013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Japan Special Situations Portfolio 2013-08-09 0.0
AUM Breakdown Accounts AUM ($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 11 10.8
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 0.4
(g) Pension and profit sharing plans 23 1.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 2 0.5
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 15 4.9
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 56 18.1
By Discretionary
Discretionary 55 17.9
Non-Discretionary 1 0.2
Total 56 18.1
By Non-United States Persons
Non-United States Persons 17.5
United States Persons 0.6
Total 56 18.1
EDGAR Form CIK 2011 - 2024
13F-NT [0001633865]
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,282.7
Wellington Management International Limited
101.3
Wellington Alternative Investments LLC
MA 50.6
Wellington Management Japan PTE Ltd
18.1
Wellington Management Hong Kong Limited
11.8
Wellington Funds US LLC
MA 5.0
Wellington Consulting Services Inc
VA 1.2
Wellington Shields Capital Management LLC
NY 0.9
Wellington Shields & Co LLC
NY 0.4
Wellington-Altus USA Inc
0.1
Wellington Management Singapore PTE Ltd
0.0
Wellington Management Co LLP
MA 0.0
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CA 20.4
Wealthspire Advisors LLC
NY 18.9
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55I LLC
MA 17.5
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MA 17.0
Yacktman Asset Management LP
TX 16.2
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FL 15.6
Driehaus Capital Management LLC
IL 15.2
T Rowe Price Australia Limited
14.9
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