We are live on ! Find out more
MG

Marex Group Portfolio holdings

AUM $15.8B
1-Year Est. Return 31.44%
This Fund
S&P 500
This Quarter Est. Return
+15.3%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.54B
AUM Growth
+$1.84B
Cap. Flow
+$1.61B
Cap. Flow %
63.12%
Top 10 Hldgs %
38.81%
Holding
592
New
380
Increased
122
Reduced
58
Closed
28

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$372M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$75.9M
3
AMD icon
Advanced Micro Devices
AMD
+$59.9M
4
BAC icon
Bank of America
BAC
+$58.6M
5
TGT icon
Target
TGT
+$45.3M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$122M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.9M
3
SYK icon
Stryker
SYK
+$22M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$19.8M
5
TSM icon
TSMC
TSM
+$18.6M

Sector Composition

Rank Sector Weight
1 Technology 31.75%
2 Healthcare 11.92%
3 Financials 11.02%
4 Consumer Discretionary 10.41%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLDP
351
Ballard Power Systems
BLDP
$850M
$376K 0.01%
101,576
+2,874
+3% +$10.2K
SSRM icon
352
SSR Mining
SSRM
$5.72B
$376K 0.01%
+35,000
New +$425K
ZS icon
353
Zscaler
ZS
$22.8B
$373K 0.01%
1,683
+255
+18% +$47.2K
DBX icon
354
Dropbox
DBX
$6.79B
$372K 0.01%
+12,620
New +$350K
BIIB icon
355
Biogen
BIIB
$29.9B
$372K 0.01%
1,436
+193
+16% +$47.4K
WHR icon
356
Whirlpool
WHR
$2.4B
$371K 0.01%
+3,044
New +$355K
SKE
357
Skeena Resources
SKE
$3.43B
$365K 0.01%
+75,000
New +$316K
RIO icon
358
Rio Tinto
RIO
$150B
$365K 0.01%
+4,900
New +$329K
QUAL icon
359
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$364K 0.01%
+2,477
New +$343K
ALGN icon
360
Align Technology
ALGN
$12.1B
$364K 0.01%
1,330
-2,407
-64% -$571K
WBA
361
DELISTED
Walgreens Boots Alliance
WBA
$361K 0.01%
+13,840
New +$309K
MCHI icon
362
iShares MSCI China ETF
MCHI
$6.06B
$353K 0.01%
8,661
+113
+1% +$4.76K
NVG icon
363
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$352K 0.01%
+29,800
New +$324K
MA icon
364
Mastercard
MA
$473B
$351K 0.01%
+823
New +$331K
NUV icon
365
Nuveen Municipal Value Fund
NUV
$1.91B
$347K 0.01%
+40,400
New +$336K
IXUS icon
366
iShares Core MSCI Total International Stock ETF
IXUS
$57.8B
$337K 0.01%
+5,194
New +$318K
YUMC icon
367
Yum China
YUMC
$14.9B
$335K 0.01%
+7,901
New +$368K
PAK
368
DELISTED
Global X MSCI Pakistan ETF
PAK
$333K 0.01%
+20,000
New +$321K
TFII icon
369
TFI International
TFII
$12.6B
$333K 0.01%
+2,444
New +$290K
BZUN
370
Baozun
BZUN
$147M
$329K 0.01%
120,108
-7,991
-6% -$23.5K
FANG icon
371
Diamondback Energy
FANG
$58.1B
$328K 0.01%
+2,117
New +$332K
EWY icon
372
iShares MSCI South Korea ETF
EWY
$22.3B
$328K 0.01%
+5,000
New +$304K
KSS icon
373
Kohl's
KSS
$2.09B
$325K 0.01%
11,339
-11,050
-49% -$259K
EWZ icon
374
iShares MSCI Brazil ETF
EWZ
$9.13B
$325K 0.01%
+9,297
New +$301K
MDT icon
375
Medtronic
MDT
$107B
$325K 0.01%
3,941
+398
+11% +$30.3K
13 14
15
16 17

Similar funds

CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Marex Group's Q4 2023 Portfolio in Review

As of Q4 2023, Marex Group held 592 positions worth $2.54B, up 260% from $708M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Marex Group deployed $1.61B of net new capital in Q4 2023, opening 380 new positions and adding to 122 existing holdings. Its largest new stake was NVIDIA: 8,024,160 shares worth $397M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares MSCI ACWI ETF, an estimated $122M trimmed.

  • Marex Group's largest Q4 2023 buy was NVIDIA: 8,024,160 shares worth $397M.
  • Marex Group added most to Advanced Micro Devices in Q4 2023, an estimated $59.9M increase.
  • Marex Group's biggest Q4 2023 reduction was iShares MSCI ACWI ETF, cutting an estimated $122M.
  • Marex Group fully exited Zoetis in Q4 2023, selling an estimated $17.4M.
  • Marex Group's ten largest holdings make up 39% of its $2.54B portfolio in Q4 2023.
  • Marex Group opened 380 new positions and closed 28 in Q4 2023.
  • Marex Group's portfolio value rose 260% quarter-over-quarter to $2.54B.

Based on Marex Group's 13F filing for Q4 2023, filed 2 Apr 2026.