§ 13F · FUND PROFILE
Allspring Global Investments Holdings, LLC.
Wells Fargo spinoff, active multi-asset
AUM · $59.8B (13F)Positions · 3156Turnover · 48% · Q1Filed · May 5, 2026
CONCENTRATION
12%
Top 10 holdings
NEW BUYS
+171
+$1.0B deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 7.23M | $1.3B | 2.1% | +1% |
| 2 | MSFT | MICROSOFT CORP | 2.72M | $1.0B | 1.7% | +2% |
| 3 | AMZN | AMAZON COM INC | 3.52M | $742M | 1.2% | −4% |
| 4 | AVGO | BROADCOM INC | 2.11M | $662M | 1.1% | +4% |
| 5 | GOOGL | ALPHABET INC | 2.14M | $638M | 1.1% | +2% |
| 6 | AAPL | APPLE INC | 2.42M | $618M | 1.0% | +3% |
| 7 | LH | LABCORP HOLDINGS INC | 2.16M | $590M | 1.0% | +1% |
| 8 | AEP | AMERICAN ELEC PWR CO INC | 4.41M | $581M | 1.0% | −3% |
| 9 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.89M | $549M | 0.9% | +5% |
| 10 | BKR | BAKER HUGHES COMPANY | 8.66M | $522M | 0.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other61.1% (+1pp)
Semiconductors9.1% (±0)
Technology6.8% (−2pp)
Electrical Equipment4.9%
Energy4.7%
Media4.6% (±0)
§ 03 · THE ALLSPRING SIGNAL
AC read
Allspring Global Investments Holdings, LLC is a Quality / Compounder fund managing $59.8 billion in assets. The fund runs a massive portfolio of 3,156 positions, broad diversification across holdings. Trading activity is aggressive at 48% quarterly turnover, with 171 new positions and 0 exits last quarter. Top sector allocations: Other (61%), Semiconductors (9%), Technology (7%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Busy quarter
+171 buys · −0 exits · 1486 changed
Q4 2025
Busy quarter
+1690 buys · −0 exits · 0 changed
Q2 2025
Busy quarter
+98 buys · −0 exits · 1451 changed
Q1 2025
Busy quarter
+1728 buys · −0 exits · 0 changed