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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $99.8B AUM 4,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 764 Added 1233 Reduced 118 Exited
Page 11 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MMM 3M CO Industrials 213,287.0 $34.5M 0.04% -18K -7.6% $161.93 +10.5%
202 BNS BANK NOVA SCOTIA B C Financial Services 393,737.0 $34.2M 0.03% -136K -25.7% $86.76 +0.9%
203 WAT WATERS CORP Healthcare 90,753.0 $34.0M 0.03% -12K -11.5% $375.04 +9.5%
204 HUBB HUBBELL INC Industrials 65,012.0 $34.0M 0.03% -25K -27.4% $523.20 -10.2%
205 GRMN GARMIN LTD Technology 139,886.0 $33.2M 0.03% -116K -45.3% $237.54 +24.1%
206 YUM YUM BRANDS INC Consumer Cyclical 207,515.0 $33.2M 0.03% -157K -43.1% $159.86 -4.3%
207 AON AON PLC Financial Services 97,739.0 $32.4M 0.03% -194K -66.5% $331.69 +7.1%
208 BMO BANK MONTREAL MEDIUM Financial Services 183,475.0 $32.4M 0.03% -27K -12.6% $176.38 -1.1%
209 VLTO VERALTO CORP Industrials 360,231.0 $31.9M 0.03% -13K -3.4% $88.68 +11.4%
210 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 259,972.0 $31.9M 0.03% -46K -15.1% $122.58 +25.9%
211 CMC COMMERCIAL METALS CO Basic Materials 503,848.0 $31.6M 0.03% -3K -0.6% $62.75 +5.7%
212 WMB WILLIAMS COS INC Energy 424,143.0 $31.6M 0.03% -27K -5.9% $74.41 -5.3%
213 FNV FRANCO NEV CORP Basic Materials 150,514.0 $31.3M 0.03% -4K -2.7% $208.28 +27.6%
214 EMN EASTMAN CHEM CO Basic Materials 463,840.0 $31.1M 0.03% -3K -0.6% $66.98 +10.6%
215 GIB CGI INC Technology 481,183.0 $31.0M 0.03% -25K -4.9% $64.52 +16.2%
216 AGCO AGCO CORP Industrials 259,107.0 $31.0M 0.03% -2K -0.6% $119.70 -10.8%
217 ATEC ALPHATEC HLDGS INC Healthcare 3,536,538.0 $30.6M 0.03% -80K -2.2% $8.65 +9.6%
218 VLO VALERO ENERGY CORP Energy 115,597.0 $30.2M 0.03% -31K -21.2% $261.06 +33.6%
219 PJT PJT PARTNERS INC Financial Services 198,348.0 $29.9M 0.03% -1K -0.6% $150.94 +15.9%
220 FANG DIAMONDBACK ENERGY INC Energy 169,450.0 $29.8M 0.03% -11K -6.1% $175.78 +19.9%
Page 11 of 62  ·  1,233 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 42.5%
Healthcare 12.5%
Financial Services 10.3%
Consumer Cyclical 8.9%
Industrials 7.9%
Communication Services 6.2%
Consumer Defensive 3.1%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%