TCW GROUP INC

CIK 0000850401 · Q1 2026

13F Equity AUM

$13.3B

-4.8% QoQ

Positions

629

-8 QoQ

AUM Rank

#546

Top 4%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #2,853 · Top 35%

vs S&P -0.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.8%Top 10: 33.4%Top 20: 45.5%

NVDA7.7%

MSFT4.2%

AVGO3.7%

AMZN3.7%

GOOG3.5%

ACLO3.3%

META2.4%

GE1.9%

ASML1.5%

SLNZ1.5%

Others (619)66.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology33.7%

Financial Services15.5%

Industrials12.1%

Communication Services9.4%

Healthcare6.9%

Consumer Cyclical6.6%

Real Estate3.8%

Energy3.7%

Other8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 629Median: 0.01%Avg: 0.16%

0–0.5%

565(23.1%)

0.5–1%

41(28.3%)

1–3%

17(22.4%)

3–5%

5(18.4%)

5%+

1(7.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 620Unique: 9vs 20 funds

8.5%Low

629

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

11.7%

BlackRock, Inc.

15.3%

BANK OF AMERICA CORP /DE/

12.8%

JPMORGAN CHASE & CO

12.4%

STATE STREET CORP

17.5%

GEODE CAPITAL MANAGEMENT, LLC

17.3%

VANGUARD CAPITAL MANAGEMENT LLC

17.6%

FMR LLC

20%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New29Increased426Decreased153Exited37

New Positions

VG0.4%

+3.5M

AZN0.2%

+143K

FORGENT POWER SOLUTI…0.1%

+478K

TSI0.1%

+1.4M

AHRT0.0%

+1.0M

POR0.0%

+99K

NWN0.0%

+84K

AMKR0.0%

+57K

GXO0.0%

+42K

PRIM0.0%

+18K

Increased

ACLO3.3%

+2.3M(+35%)

CSCO0.6%

+975K(+1565%)

PLTR0.5%

+425K(+1237%)

MUSE0.5%

+389K(+43%)

CHD0.3%

+386K(+3844%)

LEN0.5%

+362K(+109%)

ANET1.5%

+336K(+27%)

DD0.6%

+321K(+24%)

EQH0.5%

+318K(+24%)

SRE0.3%

+318K(+381%)

Decreased

GEHC0.0%

-619,474(-94%)

APO0.1%

-613,068(-79%)

CRM0.0%

-560,653(-97%)

KDP0.5%

-542,232(-18%)

NOW1.0%

-482,205(-27%)

DLTR0.2%

-362,590(-64%)

NVDA7.7%

-341,273(-5%)

BKR0.7%

-338,578(-19%)

DWD0.3%

-315,482(-58%)

MRVL0.3%

-276,286(-37%)

Exited

-103,024

-120,225

-1,874,234

-511,095

-17,435

-197,880

-600,704

-105,091

-3,659

-21,772

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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