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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 40 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AOS SMITH A O CORP Industrials 104,305.0 $6.9M 0.01% -28K -21.2% $65.94 -13.1%
782 AG FIRST MAJESTIC SILVER CORP Basic Materials 320,521.0 $6.9M 0.01% NEW $21.43 -9.3%
783 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 58,015.0 $6.8M 0.01% -2K -3.0% $117.06 -6.1%
784 EOSE EOS ENERGY ENTERPRISES INC Industrials 1,368,501.0 $6.8M 0.01% +233K +20.5% $4.96 +62.5%
785 KEY KEYCORP Financial Services 338,169.0 $6.8M 0.01% -802K -70.3% $20.05 +7.5%
786 COOPER COS INC 94,223.0 $6.7M 0.01% -74K -44.1% $71.50
787 AMG AFFILIATED MANAGERS GROUP Financial Services 24,224.0 $6.7M 0.01% -516.0 -2.1% $276.70 +9.1%
788 THG HANOVER INS GROUP INC Financial Services 38,581.0 $6.7M 0.01% +14K +54.9% $173.35 +12.6%
789 MOS MOSAIC CO Basic Materials 260,986.0 $6.7M 0.01% +10K +3.9% $25.50 -11.7%
790 NOC NORTHROP GRUMMAN CORP Industrials 9,653.0 $6.6M 0.01% -1K -10.6% $682.24 -18.6%
791 SBSW SIBANYE STILLWATER LTD Basic Materials 532,510.0 $6.6M 0.01% +110K +26.0% $12.32 -7.2%
792 BBIO BRIDGEBIO PHARMA INC Healthcare 88,130.0 $6.5M 0.01% +86K +4401.0% $74.26 -6.9%
793 USFD US FOODS HLDG CORP Consumer Defensive 70,716.0 $6.5M 0.01% -3K -4.0% $92.21 -12.7%
794 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 89,842.0 $6.5M 0.01% -117K -56.5% $72.55 +3.8%
795 UI UBIQUITI INC Technology 8,198.0 $6.5M 0.01% -784.0 -8.7% $790.29 -22.7%
796 CYRX CRYOPORT INC Industrials 778,361.0 $6.4M 0.01% +143K +22.6% $8.28 +69.1%
797 LIVE NATION ENTERTAINMENT IN 5,900,000.0 $6.4M 0.01% NEW $1.09
798 SIRI SIRIUSXM HOLDINGS INC Communication Services 275,309.0 $6.4M 0.01% -6K -2.0% $23.08 +25.2%
799 TU TELUS CORPORATION Communication Services 493,773.0 $6.3M 0.01% +44K +9.8% $12.85 -2.8%
800 GRND GRINDR INC Technology 523,584.0 $6.3M 0.01% -42K -7.4% $12.09 +7.1%
Page 40 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%