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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 87 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 BUSE FIRST BUSEY CORP Financial Services 2,203.0 $56K +656.0 +42.4% $25.27 +6.2%
1722 ALG ALAMO GROUP INC Industrials 336.0 $55K +106.0 +46.1% $164.97 -9.2%
1723 CAR AVIS BUDGET GROUP INC Industrials 380.0 $55K +110.0 +40.7% $145.85 +8.1%
1724 FMC FMC CORP Basic Materials 3,218.0 $55K +790.0 +32.5% $17.22 -24.4%
1725 BHE BENCHMARK ELECTRS INC Technology 979.0 $55K -162.0 -14.2% $56.06 +47.1%
1726 EPAC ENERPAC TOOL GROUP CORP Industrials 1,497.0 $55K +457.0 +43.9% $36.47 -6.3%
1727 MAN MANPOWERGROUP INC WIS Industrials 1,842.0 $54K -97K -98.2% $29.46 -2.3%
1728 LIFE360 INC 1,323.0 $54K +269.0 +25.5% $40.82
1729 ARCB ARCBEST CORP Industrials 547.0 $54K -658.0 -54.6% $98.36 +26.5%
1730 BCC BOISE CASCADE CO DEL Basic Materials 705.0 $53K +170.0 +31.8% $75.85 -11.5%
1731 EXTR EXTREME NETWORKS INC Technology 3,533.0 $53K +1K +55.8% $15.08 +58.5%
1732 SAFEHOLD INC 3,933.0 $53K -448.0 -10.2% $13.53
1733 MSGE SPHERE ENTERTAINMENT CO Communication Services 453.0 $53K +106.0 +30.6% $117.40 -40.9%
1734 EVRG EVERGY INC Utilities 648.0 $53K -3K -83.8% $81.92 +2.1%
1735 FIRST HAWAIIAN INC 2,152.0 $53K +524.0 +32.2% $24.64
1736 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 603.0 $53K +138.0 +29.7% $87.40 -0.4%
1737 DCO DUCOMMUN INC DEL Industrials 428.0 $52K +131.0 +44.1% $122.00 +17.1%
1738 VCTR VICTORY CAP HLDGS INC DEL Financial Services 793.0 $52K +139.0 +21.2% $65.48 +27.7%
1739 TV GRUPO TELEVISA S A B Communication Services 17,745.0 $52K +8K +88.7% $2.91 -2.7%
1740 GFF GRIFFON CORP Industrials 705.0 $51K +130.0 +22.6% $72.68 +16.5%
Page 87 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%