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Portfolio (Quarterly) Guide ↗

Candriam S.C.A.

· CIK 0001537014
13F Portfolio $20.1B AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 67 New 302 Added 267 Reduced 46 Exited
Page 9 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BCYC BICYCLE THERAPEUTICS PLC Healthcare 1,192,279.0 $8.4M 0.04% +20K +1.7% $7.08 -43.5%
162 BMI BADGER METER INC Technology 47,297.0 $8.2M 0.04% +5K +12.4% $174.42 -22.3%
163 SLB SLB LIMITED Energy 213,215.0 $8.2M 0.04% +8K +3.8% $38.38 +25.3%
164 NTRS NORTHERN TR CORP Financial Services 58,723.0 $8.0M 0.04% +38K +177.3% $136.60 +26.0%
165 AIG AMERICAN INTL GROUP INC Financial Services 91,082.0 $7.8M 0.04% +43K +87.5% $85.55 -13.5%
166 STT STATE STR CORP Financial Services 60,207.0 $7.8M 0.04% +11K +22.7% $129.02 +30.5%
167 COP CONOCOPHILLIPS Energy 82,248.0 $7.7M 0.04% +6K +8.4% $93.61 +15.1%
168 HOOD ROBINHOOD MKTS INC Financial Services 65,996.0 $7.5M 0.04% +15K +28.6% $113.10 -4.4%
169 SRE SEMPRA Utilities 84,125.0 $7.4M 0.04% +9K +11.7% $88.29 +2.7%
170 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 84,039.0 $7.4M 0.04% +67K +400.8% $88.21 +24.2%
171 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 154,965.0 $7.2M 0.04% +26K +20.6% $46.49 +7.5%
172 HUBS HUBSPOT INC Technology 17,431.0 $7.0M 0.04% +12K +214.4% $401.32 -56.1%
173 UPS UNITED PARCEL SERVICE INC Industrials 70,224.0 $7.0M 0.04% +10K +17.5% $99.19 +5.9%
174 NDAQ NASDAQ INC Financial Services 70,968.0 $6.9M 0.03% +7K +11.1% $97.13 -15.3%
175 CMI CUMMINS INC Industrials 13,470.0 $6.9M 0.03% +1K +10.5% $510.47 +40.4%
176 BX BLACKSTONE INC Financial Services 43,857.0 $6.8M 0.03% +2K +5.2% $154.15 -19.7%
177 MRNA MODERNA INC Healthcare 228,998.0 $6.8M 0.03% +11K +5.2% $29.49 +116.9%
178 VLO VALERO ENERGY CORP Energy 40,968.0 $6.7M 0.03% +4K +12.1% $162.80 +45.2%
179 HIG HARTFORD INSURANCE GROUP INC Financial Services 48,073.0 $6.6M 0.03% +1K +3.2% $137.81 -6.9%
180 FDX FEDEX CORP Industrials 22,671.0 $6.5M 0.03% +2K +9.8% $288.87 +12.9%
Page 9 of 16  ·  302 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 34.2%
Healthcare 25.8%
Financial Services 11.2%
Consumer Cyclical 8.0%
Communication Services 7.2%
Industrials 5.5%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.5%
Real Estate 1.4%