§ 13F · FUND PROFILE
Allspring Global Investments Holdings, LLC.
Wells Fargo spinoff, active multi-asset
AUM · $65.2B (13F)Positions · 3632Turnover · 49% · Q2Filed · Aug 13, 2026
CONCENTRATION
13%
Top 10 holdings
NEW BUYS
+227
+$652M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-2pp · +2pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 7.35M | $1.5B | 2.2% | +2% |
| 2 | AAPL | APPLE INC | 3.70M | $1.1B | 1.7% | +41% |
| 3 | AMZN | AMAZON COM INC | 3.69M | $892M | 1.4% | +3% |
| 4 | AVGO | BROADCOM INC | 2.39M | $882M | 1.4% | +14% |
| 5 | GOOGL | ALPHABET INC | 2.35M | $850M | 1.3% | +13% |
| 6 | MSFT | MICROSOFT CORP | 1.90M | $731M | 1.1% | −24% |
| 7 | Q | QNITY ELECTRONICS INC | 4.22M | $647M | 1.0% | −1% |
| 8 | LH | LABCORP HOLDINGS INC | 2.17M | $617M | 0.9% | ±0% |
| 9 | AEP | AMERICAN ELEC PWR CO INC | 4.46M | $602M | 0.9% | +1% |
| 10 | RSG | REPUBLIC SVCS INC | 2.50M | $536M | 0.8% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other58.7% (−2pp)
Semiconductors11.3% (+2pp)
Technology7.6% (+1pp)
Electrical Equipment5.3% (±0)
Media4.8% (±0)
Energy4.3% (±0)
§ 03 · THE ALLSPRING SIGNAL
AC read
Allspring Global Investments Holdings, LLC is a Quality / Compounder fund managing $65.2 billion in assets. The fund runs a massive portfolio of 3,632 positions, broad diversification across holdings. Trading activity is aggressive at 49% quarterly turnover, with 227 new positions and 0 exits last quarter. Top sector allocations: Other (59%), Semiconductors (11%), Technology (8%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+227 buys · −0 exits · 1542 changed
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