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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 28 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MAC MACERICH CO Real Estate 15,677.0 $296K -140K -89.9% $18.90 +18.4%
542 JLL JONES LANG LASALLE INC Real Estate 969.0 $295K -67.0 -6.5% $304.32 -3.7%
543 ACA ARCOSA INC Industrials 2,756.0 $293K -5K -62.8% $106.14 +12.3%
544 SANM SANMINA CORP Technology 2,185.0 $283K -6K -72.2% $129.64 +78.3%
545 EPR EPR PPTYS Real Estate 5,548.0 $277K -14K -71.0% $49.96 +17.5%
546 CPNG COUPANG INC Consumer Cyclical 14,500.0 $274K -11K -42.5% $18.88 -16.7%
547 BIDU BAIDU INC Communication Services 2,372.0 $264K -1K -34.8% $111.42 +17.7%
548 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,420.0 $260K -50K -93.6% $76.16 +10.9%
549 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,319.0 $259K -29K -89.6% $78.03 -2.2%
550 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 3,701.0 $254K -662.0 -15.2% $68.57 +7.5%
551 WIX WIX COM LTD Technology 2,332.0 $211K -121K -98.1% $90.28 -39.3%
552 MOMO HELLO GROUP INC Communication Services 36,404.0 $210K -6K -13.9% $5.76 +4.5%
553 LNT ALLIANT ENERGY CORP Utilities 2,911.0 $209K -6K -68.2% $71.76 +2.1%
554 INOD INNODATA INC Technology 5,245.0 $203K -1K -21.7% $38.62 +155.1%
555 MOD MODINE MFG CO Consumer Cyclical 934.0 $202K -7K -88.2% $216.71 +15.4%
556 JHG JANUS HENDERSON GROUP PLC Financial Services 3,909.0 $201K -124K -96.9% $51.37 +0.6%
557 BPOP POPULAR INC Financial Services 1,421.0 $191K -263.0 -15.6% $134.17 +11.4%
558 PNW PINNACLE WEST CAP CORP Utilities 1,820.0 $183K -539.0 -22.9% $100.75 +1.2%
559 CNM CORE & MAIN INC Industrials 3,598.0 $178K -115K -97.0% $49.40 -4.5%
560 VRE VERIS RESIDENTIAL INC Real Estate 9,269.0 $175K -797K -98.8% $18.87 +0.7%
Page 28 of 34  ·  664 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%