TIAA Wealth Investment Management LLC
Filing Date
Mar 31, 2026
Global Rank
#1,010
/ 8,624
· as of Mar 2026
Top Industry
Semiconductors
11.7%
Period ended 4 months ago
Filed May 12, 2026 · 3mo
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+2.8%
SPY
+0.9%
Annualised alpha
—
Max drawdown
−4.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
395 tracked positions · as of Mar 31, 2026Top Position
7.4%
of portfolio value
Top 5
30.8%
of portfolio value
Top 10
44.1%
of portfolio value
HHI
277
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.6% | $871,611,402 |
| Communication Services | 13.7% | $365,318,730 |
| Financial Services | 12.6% | $337,733,977 |
| Healthcare | 9.8% | $262,997,258 |
| Consumer Cyclical | 9.3% | $248,334,625 |
| Industrials | 9.0% | $240,963,416 |
| Consumer Defensive | 4.7% | $124,840,316 |
| Energy | 3.5% | $93,440,680 |
| Utilities | 2.4% | $64,817,616 |
| Basic Materials | 1.4% | $38,433,439 |
| Real Estate | 1.0% | $25,505,709 |
| Unclassified | 0.1% | $1,909,547 |
395 tracked positions ·
$2,675,906,715 total
· filing declares
864 positions · $13,100,626,960
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 395 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 688,784 | $198,066,726 | 7.40% | |
| AAPL |
Apple Inc.
Technology
|
First | 666,906 | $169,254,073 | 6.33% | |
| NVDA |
Nvidia Corp
Technology
|
First | 957,939 | $167,064,561 | 6.24% | |
| MSFT |
Microsoft Corp
Technology
|
First | 446,570 | $165,306,815 | 6.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 600,154 | $124,994,073 | 4.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 167,237 | $95,681,304 | 3.58% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 290,950 | $90,051,933 | 3.37% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 235,959 | $69,409,699 | 2.59% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 201,696 | $54,576,919 | 2.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 97,041 | $46,502,046 | 1.74% | |
| V |
Visa Inc.
Financial Services
|
First | 152,833 | $46,192,245 | 1.73% | |
| MA |
Mastercard Inc
Financial Services
|
First | 81,885 | $40,914,658 | 1.53% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 79,694 | $39,171,991 | 1.46% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 204,213 | $34,646,777 | 1.29% | |
| BA |
Boeing Co
Industrials
|
First | 169,795 | $33,794,297 | 1.26% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 318,036 | $33,250,662 | 1.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 35,221 | $32,395,218 | 1.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 125,626 | $30,708,019 | 1.15% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 88,423 | $29,882,552 | 1.12% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 85,917 | $29,365,570 | 1.10% | |
| APP |
AppLovin Corp
Communication Services
|
First | 72,191 | $28,732,018 | 1.07% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 343,578 | $27,352,244 | 1.02% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 169,240 | $27,027,627 | 1.01% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 208,547 | $26,349,913 | 0.98% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 65,189 | $24,234,010 | 0.91% | |
| RTX |
RTX Corp
Industrials
|
First | 123,949 | $23,909,761 | 0.89% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 247,517 | $23,798,759 | 0.89% | |
| MS |
Morgan Stanley
Financial Services
|
First | 142,207 | $23,403,005 | 0.87% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 192,853 | $23,373,783 | 0.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 105,981 | $23,049,807 | 0.86% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 58,894 | $22,992,805 | 0.86% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
First | 12,974 | $22,432,305 | 0.84% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 155,051 | $22,395,565 | 0.84% | |
| INTU |
Intuit Inc.
Technology
|
First | 51,520 | $22,276,217 | 0.83% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
First | 106,876 | $22,239,826 | 0.83% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 149,188 | $21,823,220 | 0.82% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 175,951 | $21,165,145 | 0.79% | |
| EQT |
EQT Corp
Energy
|
First | 332,271 | $21,145,726 | 0.79% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 128,640 | $20,623,564 | 0.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 131,672 | $20,447,344 | 0.76% | |
| SPGI |
S&P Global Inc.
Financial Services
|
First | 47,912 | $20,378,887 | 0.76% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
First | 4,714 | $19,847,447 | 0.74% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 54,797 | $19,599,242 | 0.73% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
First | 327,555 | $18,880,270 | 0.71% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 142,371 | $18,818,598 | 0.70% | |
| CMI |
Cummins Inc
Industrials
|
First | 34,646 | $18,640,240 | 0.70% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 149,857 | $18,624,227 | 0.70% | |
| PPL |
PPL Corp
Utilities
|
First | 479,217 | $18,306,089 | 0.68% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 20,702 | $18,070,775 | 0.68% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 134,504 | $17,611,953 | 0.66% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.