Macquarie Group LTD
Macquarie Group LTD
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
812
Market Value
$16.8B
Portfolio Analysis
AIPreviewI. Institutional Overview
The institutional investment landscape is often defined by the strategic maneuvers of its most significant players, and Macquarie Group LTD stands as a preeminent example of a sophisticated, global financial powerhouse. As of the portfolio snapshot taken on March 31, 2026, the institution manages a reported equity portfolio valued at approximately $16.77...
With a total of 812 individual stock holdings, Macquarie Group LTD exemplifies a highly diversified investment approach. This breadth of coverage suggests a multi-strategy framework where the institution likely manages a combination of proprietary capital, client-led discretionary accounts, and perhaps various index-tracking or quantitative strategies. A...
The psychological portrait of Macquarie Group LTD this quarter is one of "calculated defensive optimization." We see an institution that is aggressively harvesting profits from the winners of the previous cycle—most notably in the semiconductor and software sectors—while simultaneously restructuring its foundational "ballast" positions. The most striking...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$ETF-IVV
iShares Core S&P 500 ETF
7.1%
% of Portfolio
$ETF-SPY
SPDR S&P 500 ETF Trust
5.2%
% of Portfolio
$NVDA
NVIDIA Corporation
4.5%
% of Portfolio
$AAPL
Apple Inc.
3.9%
% of Portfolio
$MSFT
Microsoft Corporation
2.3%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| ETF-IVV | 7.1% | 7.8% | 1.3% | 0.8% |
| ETF-SPY | 5.2% | - | 1.1% | - |
| NVDA | 4.5% | 5.6% | 4.9% | 4.0% |
| AAPL | 3.9% | 4.5% | 2.7% | 2.0% |
| MSFT | 2.3% | 3.8% | 4.5% | 4.3% |
| AVGO | 2.3% | 1.9% | 1.4% | 1.2% |
| GOOGL | 2.1% | 2.6% | 1.9% | 1.3% |
| GOOG | 1.9% | 2.1% | - | - |
| ETF-VOO | 1.9% | 6.5% | - | - |
| MU | 1.7% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$ETF-IVV
7.1%
$ETF-SPY
5.2%
$NVDA
4.5%
$AAPL
3.9%
$MSFT
2.3%
$AVGO
2.3%
$GOOGL
2.1%
$GOOG
1.9%
$ETF-VOO
1.9%
$MU
1.7%
$AMZN
1.5%
$XOM
1.4%
$CSCO
1.3%
$META
1.2%
$PM
1.0%
$ETF-IBIT
0.9%
$TSLA
0.9%
$C
0.9%
$GILD
0.8%
$T
0.8%
$WELL
0.8%
$WFC
0.8%
$LRCX
0.8%
$HON
0.7%
$BMY
0.7%
$MCK
0.7%
$NEE
0.7%
$VZ
0.7%
$BRK.B
0.7%
$TJX
0.6%
$MRK
0.6%
$PLD
0.6%
$NEM
0.6%
$JPM
0.6%
$LLY
0.6%
$CVS
0.6%
$BPOP
0.6%
$CTSH
0.5%
$EQIX
0.5%
$CMCSA
0.5%
$UNP
0.5%
$JNJ
0.5%
$IVZ
0.5%
$BKNG
0.5%
$PLTR
0.5%
$APH
0.5%
$SO
0.4%
$WMT
0.4%
$MO
0.4%
$DUK
0.4%