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Portfolio (Quarterly) Guide ↗

Fideuram Asset Management (Ireland) dac

· CIK 0002109923
13F Portfolio $5.3B AUM 742 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 742 New
Page 6 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GS GOLDMAN SACHS GROUP INC Financial Services 12,610.0 $13.6M 0.26% NEW $1076.71 -1.7%
102 WM WASTE MGMT INC DEL Industrials 62,406.0 $13.4M 0.26% NEW $215.19 +3.2%
103 MAR MARRIOTT INTL INC NEW Consumer Cyclical 34,396.0 $13.4M 0.26% NEW $389.80 -8.2%
104 PFE PFIZER INC Healthcare 520,530.0 $13.4M 0.25% NEW $25.68 +11.2%
105 ABT ABBOTT LABORATORIES Healthcare 149,404.0 $13.4M 0.25% NEW $89.37 +29.9%
106 PNC PNC FINL SVCS GROUP INC Financial Services 59,028.0 $13.2M 0.25% NEW $224.37 +8.8%
107 ADI ANALOG DEVICES INC Technology 32,074.0 $13.2M 0.25% NEW $412.57 -9.4%
108 BBY BEST BUY INC Consumer Cyclical 211,587.0 $13.2M 0.25% NEW $62.53 +36.4%
109 CENCORA INC 46,425.0 $13.0M 0.25% NEW $281.02
110 AZN ASTRAZENECA PLC Healthcare 93,902.0 $13.0M 0.25% NEW $138.28 +22.7%
111 CNC CENTENE CORP DEL Healthcare 262,218.0 $12.9M 0.25% NEW $49.29 +31.9%
112 UBS UBS GROUP AG Financial Services 326,107.0 $12.9M 0.24% NEW $39.54 +37.1%
113 MSI MOTOROLA SOLUTIONS INC Technology 32,494.0 $12.9M 0.24% NEW $396.65 +22.4%
114 LNC LINCOLN NATL CORP IND Financial Services 366,956.0 $12.8M 0.24% NEW $35.00 +21.8%
115 GOLD GOLD COM INC Financial Services 272,278.0 $12.5M 0.24% NEW $45.82 +2.3%
116 MA MASTERCARD INCORPORATED Financial Services 24,596.0 $12.1M 0.23% NEW $490.30 +22.2%
117 UNP UNION PAC CORP Industrials 45,400.0 $11.9M 0.23% NEW $261.87 +18.2%
118 AMT AMERICAN TOWER CORP Real Estate 64,078.0 $11.8M 0.22% NEW $184.34 -3.1%
119 BKR BAKER HUGHES COMPANY Energy 198,388.0 $11.7M 0.22% NEW $59.16 +4.5%
120 CVS CVS HEALTH CORP Healthcare 127,567.0 $11.7M 0.22% NEW $91.71 +1.3%
Page 6 of 38  ·  742 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 29.3%
Industrials 12.8%
Financial Services 11.7%
Healthcare 11.3%
Consumer Cyclical 8.9%
Energy 6.4%
Communication Services 4.4%
Basic Materials 4.4%
Consumer Defensive 4.2%
Real Estate 3.8%