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Portfolio (Quarterly) Guide ↗

JUPITER ASSET MANAGEMENT LTD

· CIK 0001215838
13F Portfolio $18.8B AUM 706 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New 166 Added 93 Reduced 99 Exited
Page 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVA AVISTA CORP Utilities 58,057.0 $2.3M 0.01% NEW $40.14 +0.7%
122 FDX FEDEX CORP Industrials 6,433.0 $2.3M 0.01% NEW $356.18 +6.7%
123 FMC FMC CORP Basic Materials 124,582.0 $2.1M 0.01% NEW $17.22 -21.3%
124 CCI CROWN CASTLE INC Real Estate 25,451.0 $2.1M 0.01% NEW $81.31 +6.6%
125 HD HOME DEPOT INC Consumer Cyclical 5,952.0 $1.9M 0.01% NEW $323.50 -5.9%
126 WU WESTERN UN CO Financial Services 210,463.0 $1.8M 0.01% NEW $8.73 -4.8%
127 ABM ABM INDS INC Industrials 47,550.0 $1.8M 0.01% NEW $38.52 +2.2%
128 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 320,600.0 $1.8M 0.01% NEW $5.68 -3.5%
129 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 29,019.0 $1.8M 0.01% NEW $61.35 -24.9%
130 FLYW FLYWIRE CORPORATION Technology 129,787.0 $1.5M 0.01% NEW $11.64 +40.5%
131 WERN WERNER ENTERPRISES INC Industrials 49,170.0 $1.4M 0.01% NEW $29.41 +26.3%
132 BIIB BIOGEN INC Healthcare 7,141.0 $1.3M 0.01% NEW $183.33 +5.2%
133 BRBR BELLRING BRANDS INC Consumer Defensive 73,802.0 $1.2M 0.01% NEW $16.09 -39.8%
134 STANDARDAERO INC 45,909.0 $1.2M 0.01% NEW $25.83
135 ACI ALBERTSONS COS INC Consumer Defensive 67,765.0 $1.2M 0.01% NEW $17.04 -3.8%
136 UBSI UNITED BANKSHARES INC WEST V Financial Services 27,107.0 $1.1M 0.01% NEW $41.42 +2.1%
137 RNR RENAISSANCERE HLDGS LTD Financial Services 3,316.0 $986K 0.01% NEW $297.23 -3.1%
138 POR PORTLAND GEN ELEC CO Utilities 17,873.0 $943K 0.01% NEW $52.77 -8.6%
139 ALIT ALIGHT INC Technology 1,606,897.0 $936K 0.01% NEW $0.58 +34.9%
140 CAG CONAGRA BRANDS INC Consumer Defensive 56,768.0 $892K 0.01% NEW $15.72 -14.6%
Page 7 of 9  ·  173 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 24.5%
Financial Services 18.0%
Healthcare 12.0%
Communication Services 10.1%
Consumer Cyclical 9.0%
Industrials 7.9%
Basic Materials 6.4%
Consumer Defensive 5.0%
Utilities 3.0%
Energy 2.6%