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BNY Mellon (The Bank of New York Mellon Corporation)’s top 10 holdings reveal the investment focus favored by one of the world’s largest Actifs management institutions. Through its investment and Gate Wealth divisions, BNY Mellon manages approximately $2 trillion in Actifs and provides custody services for an additional $47.8 trillion in Actifs. As the world’s largest custodian bank, BNY Mellon serves more than 90% of the Fortune Global 100 companies across 35 countries, with its EMEA headquarters in London. This article analyzes BNY Mellon’s top 10 holdings, explains their significance, and examines what individual investors can learn from these institutional positions.

Capital Group's top ten holdings represent the most steadfast equity positions of one of the United States' longest-established investment institutions. Through its American Funds series and institutional accounts, Capital Group manages several trillion dollars in assets worldwide. The firm employs a multi-manager investment framework known as The Capital System, allocating each fund's live positions among individual portfolio managers and research analysts. Its largest equity holdings — NVIDIA, Broadcom, Microsoft, and Alphabet — underscore a strong conviction in technology, health care, and long-term structural growth themes. This article examines the composition and significance of these core holdings and highlights practical lessons individual investors can draw.

UBS's top 10 holdings illustrate how one of the world's largest Gate Wealth allocates capital across technology, financials, healthcare, and consumer staples. UBS Group AG operates in 50 countries and employs approximately 73,000 people. It is organized into four primary business divisions: Gate Wealth, investment banking, asset management, and personal and corporate banking. UBS was formed in 1998 through the merger of Union Bank of Switzerland and Swiss Bank Corporation; at the time of the merger, its total assets exceeded $590 billion. This article examines UBS's principal holdings, outlines its portfolio strategy, and assesses what individual investors can learn by tracking institutional positions.

The top ten holdings of Charles Schwab Finanzas are the individual stocks with the largest weightings in Charles Schwab Finanzas’ flagship Index funds and ETFs (exchange-traded funds). As of December 31, 2025, Charles Schwab Finanzas Company had approximately $1.7 trillion in assets under management, and Charles Schwab Finanzas Investment Management Company’s equity portfolios exceeded $749 billion. A substantial portion of these assets is held in ETFs.

The top 10 companies in Franklin Templeton’s holdings by dollar value represent the largest stock positions across its major funds. Franklin Templeton invests across multiple sectors through a broad range of specialized strategies and had approximately $1.66 trillion in AUM as of September 30, 2025. The company follows a decentralized, multi-boutique investment management model, comprising specialized, independently operated investment management firms and hundreds of individual mutual funds and ETFs. This article explains how the top holdings are selected, what each company does, and how investors can evaluate them.

Legal & General Group plc is the United Kingdom’s leading life insurer and one of the world’s major investors, managing an AUM of £1.2 trillion. Founded in 1836 by six lawyers as Legal & General Life Assurance Society, the company has grown into one of Europe’s largest institutional asset managers. In 2026, Legal & General reported revenue of $71.9 billion, total assets of $783.2 billion, and profit of $628.6 million. This article ranks Legal & General’s top ten holdings across its asset management, retirement products, insurance, and infrastructure investment businesses, evaluating them on three dimensions: asset value, strategic importance, and growth potential.

PGIM is the global investment management business of Prudential Financial Inc., managing over $1.4 trillion in assets across 16 countries. The firm operates through specialized, independently managed asset-management affiliates that span distinct asset classes, including equities, fixed income, and real estate solutions. PGIM employs more than 1,300 investment professionals worldwide, and its portfolios cover investment-grade corporate credit, equities, and private markets. This article outlines PGIM's top 10 holdings, the business activities of its subsidiaries, and how to align them with your investment objectives.

Geode Capital’s top 10 holdings illustrate how one of the world’s largest systematic asset managers allocates capital across equity markets. Headquartered in Boston, Massachusetts, Geode Capital Management LLC was established as a subsidiary in 2001, began operating independently in 2003, and subsequently registered with the U.S. Securities and Exchange Commission (SEC). The firm’s AUM exceeds $2.2 trillion, including more than $1.7 trillion under discretionary management. Geode focuses on low-cost systematic index investing and provides investment advisory services to institutional clients. It also serves as a sub-adviser to numerous index funds and ETFs managed by Fidelity Investments. As of the second quarter of 2026, Geode held 4,628 positions with a total value of $1.88 trillion, according to its quarterly Form 13F filing. Geode’s portfolio is highly concentrated in mega-cap technology equities such as NVIDIA, Apple, Microsoft, and Amazon, with its top 10 holdings representing 31% of the portfolio.

As of the second quarter of 2026, Morgan Stanley's institutional equity portfolio was valued at approximately $1.89 trillion — among the largest known equity portfolios disclosed to the U.S. Securities and Exchange Commission. The firm reported a market value of $1.66 trillion in the first quarter of 2026, which rose markedly in Q2 due to net increases in positions and gains in market prices. Its principal holdings include NVIDIA, Apple, and Microsoft, with the largest single-stock exposures concentrated in major technology companies. This article details Morgan Stanley's top ten holdings, outlines the stock-selection criteria, and explains how institutional investors and market observers can leverage these data.

Northern Trust’s top 10 holdings include equity ETFs, fixed-income funds, and real asset strategies managed through the FlexShares platform. With $18.7 trillion in assets under management (AUM), Northern Trust Asset Management is one of the largest firms in institutional investment management. In 2024, Northern Trust ranked 33rd among global asset management companies. This guide examines the Northern Trust investments most worth considering as investors build diversified portfolios in 2026, focusing on three dimensions: AUM, portfolio composition, and strategic relevance.

T. Rowe Price’s top 10 holdings are concentrated in mega-cap technology and growth stocks, reflecting the firm’s decades-long focus on identifying companies with long-term structural growth drivers. T. Rowe Price Group manages approximately $1.9 trillion in AUM globally across equities, multi-asset strategies, fixed income, and alternative investments. Tracking these holdings is important because they reveal the companies or sectors that the research team believes possess lasting competitive advantages. This article examines each holding, explains why it was identified, and highlights the key factors investors should review before making decisions based on this information.

The top 10 Invesco holdings are composed primarily of mega cap stocks in the technology sector, sorted by portfolio weight from Invesco's most recent SEC 13F filing. Invesco has over $2.4 trillion in total assets under management, and its institutional 13F regulatory filings reflect a total public stock portfolio value of roughly $1.25 trillion across approximately 3,812 equity positions. Top holdings in Invesco's flagship Invesco QQQ Trust largely consist of mega-cap technology companies. The Invesco QQQ Trust tracks the Nasdaq-100 Index since 1999, making it one of the longest-running large cap growth ETFs available. This article covers each holding, its allocation, and what investors should evaluate.

The Top 10 BlackRock Holdings among individual companies are Nvidia, Apple, Alphabet, Microsoft, Amazon, Broadcom, Micron Technology, Meta Platforms, Tesla, and Advanced Micro Devices, based on BlackRock Inc.’s U.S. Form 13F portfolio for June 30, 2026 and a company-level ranking that combines Alphabet’s two share classes.

The Top 10 Allianz Holdings among individual publicly listed companies are led by Alphabet, Nvidia, Newmont, Apple, Microsoft, Amazon, Barrick Mining, Philip Morris International, Pfizer, and Broadcom, based on Allianz SE’s U.S. securities disclosure for June 30, 2026 and a company-level ranking that excludes ETFs and combines Alphabet share classes.

Amundi’s top 10 holdings represent the most significant equity positions of Europe’s largest asset manager, spanning technology, energy, consumer, and other sectors. Its total assets under management are close to €2.6 trillion, up from €2.38 trillion as of December 31, 2025, and its portfolio includes more than 2,000 different securities. Amundi’s holdings span equities, fixed income, and multi-asset solutions, with equity assets exceeding €720 billion and fixed-income assets increasing to €780 billion. This article examines its core holdings individually, outlines the key factors behind Amundi’s investment decisions, and assesses which positions may be better suited to different types of investors.