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Portfolio (Quarterly) Guide ↗

JUPITER ASSET MANAGEMENT LTD

· CIK 0001215838
13F Portfolio $20.2B AUM 769 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 152 Added 161 Reduced 110 Exited
Page 5 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 33,333.0 $3.6M 0.02% NEW $107.78 +3.8%
82 SWX SOUTHWEST GAS HLDGS INC Utilities 29,218.0 $2.6M 0.01% NEW $88.68 +1.0%
83 ADAMM ADAMAS TRUST INC. 275,313.0 $2.6M 0.01% NEW $9.38
84 DOCN DIGITALOCEAN HLDGS INC Technology 16,401.0 $2.6M 0.01% NEW $157.03 -29.0%
85 EZPW EZCORP INC Financial Services 71,796.0 $2.5M 0.01% NEW $34.57 +1.4%
86 ORKA ORUKA THERAPEUTICS INC Healthcare 25,236.0 $2.4M 0.01% NEW $95.17 +7.6%
87 EPAM EPAM SYS INC Technology 29,108.0 $2.3M 0.01% NEW $79.35 +40.2%
88 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 77,112.0 $2.3M 0.01% NEW $29.53 -2.7%
89 FSK FS KKR CAP CORP Financial Services 206,528.0 $2.2M 0.01% NEW $10.44 +15.5%
90 IONS IONIS PHARMACEUTICALS INC Healthcare 25,949.0 $2.1M 0.01% NEW $79.29 -21.8%
91 HMN HORACE MANN EDUCATORS CORP N Financial Services 38,654.0 $2.0M 0.01% NEW $51.65 -0.9%
92 SNDK SANDISK CORP Technology 856.0 $1.9M 0.01% NEW $2273.73 -34.3%
93 IAG IAMGOLD CORP Basic Materials 122,134.0 $1.9M 0.01% NEW $15.87 +37.4%
94 UCTT ULTRA CLEAN HLDGS INC Technology 13,300.0 $1.9M 0.01% NEW $142.59 -49.0%
95 CMI CUMMINS INC Industrials 2,647.0 $1.9M 0.01% NEW $713.21 -19.9%
96 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 47,808.0 $1.8M 0.01% NEW $38.55 +1.7%
97 OLN OLIN CORP Basic Materials 90,996.0 $1.8M 0.01% NEW $19.82 -11.4%
98 ORC ORCHID IS CAP INC Real Estate 236,380.0 $1.6M 0.01% NEW $6.97 -3.2%
99 TAC TRANSALTA CORP Utilities 113,548.0 $1.6M 0.01% NEW $13.83 -12.5%
100 FR FIRST INDL RLTY TR INC Real Estate 23,661.0 $1.5M 0.01% NEW $61.31 +3.5%
Page 5 of 9  ·  166 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 29.2%
Financial Services 16.1%
Healthcare 13.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 7.8%
Consumer Defensive 5.6%
Basic Materials 5.2%
Utilities 2.8%
Real Estate 1.7%