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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 9 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLD PROLOGIS INC. Real Estate 66,692.0 $9.6M 0.18% NEW $144.59 -0.9%
162 T AT&T INC Communication Services 391,200.0 $9.6M 0.18% NEW $24.52 +5.0%
163 FNB F N B CORP Financial Services 534,314.0 $9.5M 0.18% NEW $17.73 +3.6%
164 EVEREST GROUP LTD 27,958.0 $9.4M 0.18% NEW $336.12
165 PBR PETROLEO BRASILEIRO S A Energy 494,721.0 $9.3M 0.18% NEW $18.88 -5.4%
166 CME CME GROUP INC Financial Services 33,989.0 $9.2M 0.17% NEW $271.78 +2.0%
167 RY ROYAL BK CDA Financial Services 34,660.0 $9.2M 0.17% NEW $265.95 -22.1%
168 HUBB HUBBELL INC Industrials 18,555.0 $9.2M 0.17% NEW $495.28 -6.3%
169 PGR PROGRESSIVE CORP Financial Services 41,926.0 $9.2M 0.17% NEW $218.38 +1.7%
170 RSG REPUBLIC SVCS INC Industrials 43,710.0 $9.2M 0.17% NEW $209.42 +5.5%
171 SEIC SEI INVTS CO Financial Services 113,187.0 $9.1M 0.17% NEW $80.78 +37.4%
172 KMX CARMAX INC Consumer Cyclical 222,013.0 $9.1M 0.17% NEW $41.16 +56.0%
173 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 204,046.0 $9.1M 0.17% NEW $44.68 +18.4%
174 PCAR PACCAR INC Industrials 79,094.0 $9.0M 0.17% NEW $114.39 +13.0%
175 MCO MOODYS CORP Financial Services 19,856.0 $9.0M 0.17% NEW $451.08 +13.8%
176 NUE NUCOR CORP Basic Materials 36,568.0 $8.8M 0.17% NEW $240.16 +3.1%
177 RIG TRANSOCEAN LTD Energy 1,401,069.0 $8.7M 0.17% NEW $6.20 -7.3%
178 SE SEA LTD Consumer Cyclical 94,066.0 $8.5M 0.16% NEW $90.30 +36.4%
179 HPE HEWLETT PACKARD ENTERPRISE C Technology 175,075.0 $8.4M 0.16% NEW $47.96 +11.4%
180 RL RALPH LAUREN CORP Consumer Cyclical 23,036.0 $8.3M 0.16% NEW $361.04 +0.4%
Page 9 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%