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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 35 of 68  ·  1,354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 WAL WESTERN ALLIANCE BANCORP Financial Services 2,008.0 $142K +453.0 +29.1% $70.85 +10.9%
682 AROC ARCHROCK INC Energy 4,045.0 $141K +730.0 +22.0% $34.80 +7.0%
683 W WAYFAIR INC Consumer Cyclical 1,851.0 $139K +471.0 +34.1% $75.21 -10.8%
684 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 2,219.0 $139K +487.0 +28.1% $62.70 +19.5%
685 PRAXIS PRECISION MEDICINES I 424.0 $137K +145.0 +52.0% $322.19
686 GATX GATX CORP Industrials 796.0 $136K +209.0 +35.6% $170.74 -0.6%
687 CFR CULLEN FROST BANKERS INC Financial Services 987.0 $135K +220.0 +28.7% $137.08 +1.7%
688 TEX TEREX CORP NEW Industrials 2,279.0 $135K +1K +113.6% $59.10 -2.3%
689 RIG TRANSOCEAN LTD Energy 20,274.0 $134K +3K +18.8% $6.63 +2.7%
690 PAGP PLAINS GP HLDGS L P Energy 5,478.0 $133K +1K +31.0% $24.28 +6.9%
691 JXN JACKSON FINANCIAL INC Financial Services 1,257.0 $133K +241.0 +23.7% $105.72 +1.2%
692 LAD LITHIA MTRS INC Consumer Cyclical 532.0 $133K +132.0 +33.0% $249.72 +10.8%
693 CE CELANESE CORP DEL Basic Materials 2,017.0 $133K +462.0 +29.7% $65.77 -20.3%
694 TXNM ENERGY INC 2,244.0 $131K +692.0 +44.6% $58.46
695 MTRN MATERION CORP Basic Materials 903.0 $131K +112.0 +14.2% $144.65 +48.7%
696 GBCI GLACIER BANCORP INC NEW Financial Services 2,904.0 $130K +740.0 +34.2% $44.67 +6.7%
697 FCN FTI CONSULTING INC Industrials 733.0 $130K +220.0 +42.9% $176.77 -12.8%
698 FLR FLUOR CORP Industrials 2,772.0 $129K +583.0 +26.6% $46.65 -3.8%
699 PL PLANET LABS PBC Industrials 4,609.0 $129K +1K +30.4% $27.95 +58.7%
700 FORM FORMFACTOR INC Technology 1,326.0 $129K +352.0 +36.1% $96.99 +33.0%
Page 35 of 68  ·  1,354 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%