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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 18 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MBB ISHARES TR 477,622.0 $45.4M 0.05% -455K -48.8% $94.95 -1.1%
342 BLOCK INC 752,961.0 $45.3M 0.05% +15K +2.0% $60.18
343 PNR PENTAIR PLC Industrials 520,152.0 $45.3M 0.05% +65K +14.4% $87.11 -14.8%
344 DGX QUEST DIAGNOSTICS INC Healthcare 230,934.0 $45.3M 0.05% +6K +2.5% $195.98 -1.1%
345 FITB FIFTH THIRD BANCORP Financial Services 965,800.0 $44.9M 0.05% +151K +18.6% $46.46 +5.8%
346 MAR MARRIOTT INTL INC NEW Consumer Cyclical 136,569.0 $44.7M 0.05% -19K -12.2% $327.07 +13.3%
347 ON ON SEMICONDUCTOR CORP Technology 718,599.0 $44.5M 0.05% -560K -43.8% $61.92 +77.0%
348 CTVA CORTEVA INC Basic Materials 531,478.0 $44.5M 0.05% -451K -45.9% $83.71 -5.6%
349 AVY AVERY DENNISON CORP Industrials 257,510.0 $44.5M 0.05% -24K -8.7% $172.68 -8.0%
350 RGEN REPLIGEN CORP Healthcare 377,009.0 $44.4M 0.05% +53K +16.4% $117.82 -5.2%
351 GXO GXO LOGISTICS INCORPORATED Industrials 852,126.0 $44.2M 0.05% -14K -1.6% $51.85 -9.9%
352 AMH AMERICAN HOMES 4 RENT Real Estate 1,580,638.0 $44.1M 0.05% +534K +51.1% $27.92 +15.0%
353 HUBB HUBBELL INC Industrials 89,612.0 $44.0M 0.05% -91K -50.5% $490.74 -6.1%
354 RJF RAYMOND JAMES FINL INC Financial Services 299,966.0 $43.5M 0.05% -12K -3.7% $144.90 +4.9%
355 YETI YETI HLDGS INC Consumer Cyclical 1,182,749.0 $43.3M 0.05% +1.2M +10000.0% $36.59 +22.1%
356 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 72,715.0 $43.1M 0.05% +8K +12.7% $592.98 -4.9%
357 KMB KIMBERLY-CLARK CORP Consumer Defensive 446,613.0 $43.1M 0.05% -635K -58.7% $96.49 +2.3%
358 KEYS KEYSIGHT TECHNOLOGIES INC Technology 152,459.0 $43.0M 0.05% +21K +15.9% $282.37 +19.5%
359 EMR EMERSON ELEC CO Industrials 326,172.0 $42.6M 0.05% +23K +7.6% $130.75 +3.2%
360 PAYX PAYCHEX INC Industrials 460,808.0 $42.4M 0.05% -218K -32.1% $92.12 +2.3%
Page 18 of 113  ·  2,258 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%