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Jennison Associates

Jennison Associates Portfolio holdings

AUM $145B
1-Year Est. Return 34.61%
 

Jennison Associates, founded in 1969 and headquartered in New York City, is a global investment management firm managing over $194 billion in assets as of late 2024, specializing in active equity and fixed-income strategies. A subsidiary of PGIM, the asset management arm of Prudential Financial, Jennison serves a diverse client base—including institutions, sub-advisory clients, public plans, endowments, and corporations—with a focus on fundamental research, bottom-up portfolio construction, and high-conviction investing. Known for its equity expertise across styles, geographies, and market capitalizations, as well as investment-grade fixed-income offerings, the firm employs seasoned portfolio managers averaging 29 years of industry experience and 16 years with Jennison. With additional offices in Boston and a culture emphasizing intellectual rigor and long-term client outcomes, Jennison has built a reputation for excellence and stability in the investment management industry.

This Fund
S&P 500
This Quarter Est. Return
+4.71%
1 Year Est. Return
+34.61%
3 Year Est. Return
+158.21%
5 Year Est. Return
+226.99%
10 Year Est. Return
+1,390.17%
AUM
$105B
AUM Growth
+$2.64B
Cap. Flow
+$1.06B
Cap. Flow %
1.01%
Top 10 Hldgs %
18.4%
Holding
826
New
122
Increased
275
Reduced
321
Closed
94

Top Sells

Rank Stock Value
1
RL icon
Ralph Lauren
RL
+$518M
2
EBAY icon
eBay
EBAY
+$474M
3
EL icon
Estee Lauder
EL
+$435M
4
GS icon
Goldman Sachs
GS
+$323M
5
FTI icon
TechnipFMC
FTI
+$304M

Sector Composition

Rank Sector Weight
1 Healthcare 20.03%
2 Consumer Discretionary 13.85%
3 Communication Services 11.23%
4 Technology 10.46%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SJM icon
776
J.M. Smucker
SJM
$13.2B
-5,492
Closed -$569K
SNY icon
777
Sanofi
SNY
$109B
-1,905,142
Closed -$102M
TCBI icon
778
Texas Capital Bancshares
TCBI
$4.29B
-11,877
Closed -$739K
TGT icon
779
Target
TGT
$65.5B
-12,627
Closed -$799K
TM icon
780
Toyota
TM
$221B
-265,093
Closed -$32.3M
TOL icon
781
Toll Brothers
TOL
$14.5B
-21,768
Closed -$805K
UTHR icon
782
United Therapeutics
UTHR
$26.1B
-15,087
Closed -$1.71M
WAB icon
783
Wabtec
WAB
$51.7B
-14,068
Closed -$1.04M
WBA
784
DELISTED
Walgreens Boots Alliance
WBA
-22,576
Closed -$1.3M
WSM icon
785
Williams-Sonoma
WSM
$27.8B
-19,386
Closed -$565K
WWW icon
786
Wolverine World Wide
WWW
$1.71B
-21,081
Closed -$716K
XOMA
787
DELISTED
Xoma
XOMA
-86,139
Closed -$11.6M
ZTS icon
788
Zoetis
ZTS
$32.5B
-3,242,563
Closed -$106M
BCPC
789
Balchem Corp
BCPC
$5.33B
-34,194
Closed -$2.01M
BCOV
790
DELISTED
Brightcove, Inc.
BCOV
-157,899
Closed -$2.23M
NUVA
791
DELISTED
NuVasive, Inc.
NUVA
-11,071
Closed -$358K
BBBY
792
DELISTED
Bed Bath & Beyond Inc
BBBY
-1,699,376
Closed -$136M
KSU
793
DELISTED
Kansas City Southern
KSU
-290,424
Closed -$36M
NE
794
DELISTED
Noble Corporation
NE
-7,367
Closed -$241K
STML
795
DELISTED
Stemline Therapeutics, Inc.
STML
-137,186
Closed -$2.69M
JCP
796
DELISTED
J.C. Penney Company, Inc.
JCP
-6,986,114
Closed -$63.9M
VIAB
797
DELISTED
Viacom Inc. Class B
VIAB
-107,766
Closed -$9.41M
WAGE
798
DELISTED
WageWorks, Inc.
WAGE
-13,588
Closed -$808K
DNB
799
DELISTED
Dun & Bradstreet
DNB
-9,317
Closed -$1.14M
EEP
800
DELISTED
Enbridge Energy Partners
EEP
-8,645
Closed -$258K

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Jennison Associates's Q1 2014 Portfolio in Review

As of Q1 2014, Jennison Associates held 826 positions worth $105B, up 2.6% from $102B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Jennison Associates's Q1 2014 filing shows 122 new, 275 increased, 321 reduced and 94 closed positions. Its largest new stake was Perrigo: 4,257,843 shares worth $659M. The largest sale was Ralph Lauren, an estimated $518M.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 18% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Jennison Associates's largest Q1 2014 buy was Perrigo: 4,257,843 shares worth $659M.
  • Jennison Associates added most to Merck in Q1 2014, an estimated $608M increase.
  • Jennison Associates's biggest Q1 2014 reduction was Estee Lauder, cutting an estimated $435M.
  • Jennison Associates fully exited Ralph Lauren in Q1 2014, selling an estimated $518M.
  • Jennison Associates's ten largest holdings make up 18% of its $105B portfolio in Q1 2014.
  • Jennison Associates opened 122 new positions and closed 94 in Q1 2014.
  • Jennison Associates's portfolio value rose 2.6% quarter-over-quarter to $105B.

Based on Jennison Associates's 13F filing for Q1 2014, filed 7 May 2014.