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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $70.5B AUM 2,011 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New 884 Added 629 Reduced 295 Exited
Page 7 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UMC UNITED MICROELECTRONICS CORP Technology 8,124,199.0 $72.9M 0.10% +5.8M +253.6% $8.98 +91.6%
122 TRV TRAVELERS COMPANIES INC Financial Services 248,477.0 $72.5M 0.10% +4K +1.6% $291.63 +2.8%
123 NOK NOKIA CORP Technology 8,827,600.0 $70.9M 0.10% +4.7M +112.6% $8.03 +73.6%
124 EXPD EXPEDITORS INTL WASH INC Industrials 493,860.0 $70.7M 0.10% +182K +58.6% $143.20 +8.6%
125 GGG GRACO INC Industrials 823,130.0 $69.7M 0.10% +458K +125.4% $84.63 -10.5%
126 IEFA ISHARES TR 740,327.0 $67.0M 0.10% +50K +7.2% $90.52 +6.2%
127 NTRS NORTHERN TR CORP Financial Services 472,569.0 $65.9M 0.09% +292K +162.1% $139.55 +17.4%
128 BKR BAKER HUGHES COMPANY Energy 1,026,106.0 $62.6M 0.09% +1.0M +7084.6% $61.04 +8.5%
129 ADI ANALOG DEVICES INC Technology 196,681.0 $62.5M 0.09% +72K +58.2% $318.02 +31.6%
130 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 211,480.0 $61.9M 0.09% +76K +55.8% $292.67 +34.2%
131 FIS FIDELITY NATL INFORMATION SVCS Technology 1,312,571.0 $61.6M 0.09% +1.3M +10000.0% $46.90 -10.9%
132 NVMI NOVA LTD Technology 138,259.0 $60.0M 0.09% +124K +847.1% $433.98 +17.3%
133 STT STATE STR CORP Financial Services 472,426.0 $59.8M 0.09% +303K +178.9% $126.55 +20.8%
134 WFC WELLS FARGO & CO Financial Services 744,113.0 $59.2M 0.08% +299K +67.0% $79.59 -7.7%
135 DHT DHT HOLDINGS INC Energy 3,225,654.0 $58.9M 0.08% +3.1M +3766.9% $18.26 -3.4%
136 MET METLIFE INC Financial Services 822,862.0 $58.2M 0.08% +152K +22.7% $70.70 +12.8%
137 HST HOST HOTELS & RESORTS INC Real Estate 3,036,598.0 $58.2M 0.08% +3.0M +9643.9% $19.16 +11.6%
138 CHD CHURCH & DWIGHT CO INC Consumer Defensive 613,398.0 $57.2M 0.08% +107K +21.1% $93.30 +3.7%
139 IFS INTERCORP FINL SVCS INC Financial Services 1,098,538.0 $55.1M 0.08% +35K +3.3% $50.17 -10.6%
140 ALLE ALLEGION PLC Industrials 376,750.0 $54.7M 0.08% +119K +46.1% $145.26 -13.5%
Page 7 of 45  ·  884 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Healthcare 13.0%
Financial Services 12.2%
Communication Services 9.2%
Consumer Cyclical 8.6%
Energy 6.5%
Industrials 5.8%
Consumer Defensive 5.5%
Basic Materials 3.8%
Real Estate 1.2%