TIAA Wealth Investment Management LLC
Filing Date
Mar 31, 2026
Global Rank
#1,020
/ 8,607
· as of Mar 2026
Top Industry
Semiconductors
11.9%
Period ended 3 months ago
Filed May 12, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.4%
SPY
+2.0%
Annualised alpha
—
Max drawdown
−4.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
395 positions · as of Mar 31, 2026Top Position
7.5%
of portfolio value
Top 5
31.3%
of portfolio value
Top 10
44.8%
of portfolio value
HHI
283
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.4% | $853,694,938 |
| Communication Services | 13.8% | $365,318,730 |
| Financial Services | 12.8% | $336,635,022 |
| Healthcare | 10.0% | $262,997,258 |
| Industrials | 9.1% | $240,998,207 |
| Consumer Cyclical | 8.7% | $229,281,075 |
| Consumer Defensive | 4.7% | $124,840,316 |
| Energy | 3.5% | $93,440,680 |
| Utilities | 2.5% | $64,817,616 |
| Basic Materials | 1.5% | $38,763,941 |
| Real Estate | 1.0% | $25,505,709 |
| Unclassified | 0.1% | $1,909,547 |
395 positions ·
$2,638,203,039 total
· 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 | 7.51% | |
| AAPL |
Apple Inc.
Technology
|
First | 666,906 | $169,254,073 | 6.42% | |
| NVDA |
Nvidia Corp
Technology
|
First | 957,939 | $167,064,561 | 6.33% | |
| MSFT |
Microsoft Corp
Technology
|
First | 446,570 | $165,306,815 | 6.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 600,154 | $124,994,073 | 4.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 167,237 | $95,681,304 | 3.63% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 290,950 | $90,051,933 | 3.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 235,959 | $69,409,699 | 2.63% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 201,696 | $54,576,919 | 2.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 97,041 | $46,502,046 | 1.76% | |
| V |
Visa Inc.
Financial Services
|
First | 152,833 | $46,192,245 | 1.75% | |
| MA |
Mastercard Inc
Financial Services
|
First | 81,885 | $40,914,658 | 1.55% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 79,694 | $39,171,991 | 1.48% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 204,213 | $34,646,777 | 1.31% | |
| BA |
Boeing Co
Industrials
|
First | 169,795 | $33,794,297 | 1.28% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 318,036 | $33,250,662 | 1.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 35,221 | $32,395,218 | 1.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 125,626 | $30,708,019 | 1.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 88,423 | $29,882,552 | 1.13% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 85,917 | $29,365,570 | 1.11% | |
| APP |
AppLovin Corp
Communication Services
|
First | 72,191 | $28,732,018 | 1.09% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 343,578 | $27,352,244 | 1.04% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 169,240 | $27,027,627 | 1.02% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 208,547 | $26,349,913 | 1.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 65,189 | $24,234,010 | 0.92% | |
| RTX |
RTX Corp
Industrials
|
First | 123,949 | $23,909,761 | 0.91% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 247,517 | $23,798,759 | 0.90% | |
| MS |
Morgan Stanley
Financial Services
|
First | 142,207 | $23,403,005 | 0.89% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 192,853 | $23,373,783 | 0.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 105,981 | $23,049,807 | 0.87% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
First | 12,974 | $22,432,305 | 0.85% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 155,051 | $22,395,565 | 0.85% | |
| INTU |
Intuit Inc.
Technology
|
First | 51,520 | $22,276,217 | 0.84% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
First | 106,876 | $22,239,826 | 0.84% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 149,188 | $21,823,220 | 0.83% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 175,951 | $21,165,145 | 0.80% | |
| EQT |
EQT Corp
Energy
|
First | 332,271 | $21,145,726 | 0.80% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 128,640 | $20,623,564 | 0.78% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 131,672 | $20,447,344 | 0.78% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 54,797 | $19,599,242 | 0.74% | |
| SPGI |
S&P Global Inc.
Financial Services
|
First | 47,912 | $19,279,932 | 0.73% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
First | 327,555 | $18,880,270 | 0.72% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 142,371 | $18,818,598 | 0.71% | |
| CMI |
Cummins Inc
Industrials
|
First | 34,646 | $18,640,240 | 0.71% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 149,857 | $18,624,227 | 0.71% | |
| PPL |
PPL Corp
Utilities
|
First | 479,217 | $18,306,089 | 0.69% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 20,702 | $18,070,775 | 0.68% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 134,504 | $17,611,953 | 0.67% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
First | 311,829 | $17,559,090 | 0.67% | |
| CVX |
Chevron Corp
Energy
|
First | 82,609 | $17,091,801 | 0.65% |