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AG2R LA MONDIALE GESTION D'ACTIFS

Q3 2025 · Filed 2025-11-13
Market Value
$1.9B
Holdings
362
-22
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
37.4%
Turnover
0.0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $1.2B 60.7%
Large Cap 311 $764M 39.3%
Mid Cap 1 $270K 0.0%

Portfolio Analytics

Avg Market Cap
$183.1B
Median Market Cap
$53.8B
Avg P/E
34.5
Median P/E
26.0
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
362
# ETFs / Funds
0

Top Holdings (362 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.37% 906,587 $143M $157.99
2 MSFT 7.13% 278,742 $139M $497.41
3 AAPL 5.89% 558,148 $115M $205.17
4 AMZN 4.32% 382,809 $84M $219.39
5 META 3.09% 81,386 $60M $738.09
6 AVGO 2.35% 165,967 $46M $275.65
7 GOOGL 1.96% 216,726 $38M $176.23
8 JPM 1.86% 124,804 $36M $289.91
9 TSLA 1.76% 107,559 $34M $317.66
10 GOOG 1.68% 183,818 $33M $177.39
11 BRK-B 1.24% 49,784 $24M $485.77
12 LLY 1.20% 29,939 $23M $779.53
13 V 1.17% 64,032 $23M $355.05
14 NFLX 1.09% 15,893 $21M $1,339.13
15 WMT 1.07% 213,501 $21M $97.78
16 ORCL 1.04% 92,436 $20M $218.63
17 PG 0.97% 117,914 $19M $159.32
18 JNJ 0.96% 122,049 $19M $152.75
19 MA 0.88% 30,285 $17M $561.94
20 COST 0.84% 16,496 $16M $989.94
21 KO 0.83% 227,956 $16M $70.75
22 HD 0.70% 36,970 $14M $366.64
23 BAC 0.65% 268,931 $13M $47.32
24 ABBV 0.63% 65,921 $12M $185.62
25 VZ 0.61% 273,778 $12M $43.27
26 PLTR 0.56% 79,714 $11M $136.32
27 UNH 0.55% 34,132 $11M $311.97
28 CSCO 0.53% 148,041 $10M $69.38
29 GE 0.53% 39,735 $10M $257.39
30 IBM 0.52% 34,522 $10M $294.78
31 CRM 0.50% 35,774 $10M $272.69
32 WFC 0.50% 121,287 $10M $80.12
33 PEP 0.46% 68,343 $9M $132.04
34 ABT 0.45% 64,832 $9M $136.01
35 AMD 0.44% 60,562 $9M $141.90
36 DIS 0.43% 67,266 $8M $124.01
37 GS 0.42% 11,594 $8M $707.75
38 INTU 0.42% 10,415 $8M $787.63
39 NOW 0.41% 7,713 $8M $1,028.08
40 MCD 0.40% 26,595 $8M $292.17
41 T 0.40% 267,404 $8M $28.94
42 MRK 0.38% 94,279 $7M $79.16
43 ISRG 0.37% 13,420 $7M $543.41
44 RTX 0.37% 49,884 $7M $146.02
45 BKNG 0.36% 1,223 $7M $5,789.24
46 TXN 0.36% 33,945 $7M $207.62
47 LNG 0.36% 28,817 $7M $243.52
48 KMI 0.36% 236,549 $7M $29.40
49 CAT 0.36% 17,876 $7M $388.21
50 MPC 0.36% 41,609 $7M $166.11
51 NUE 0.35% 52,863 $7M $129.54
52 AXP 0.34% 20,898 $7M $318.98
53 QCOM 0.34% 41,278 $7M $159.26
54 UBER 0.34% 69,886 $7M $93.30
55 CEG 0.33% 20,073 $6M $322.76
56 MS 0.33% 45,128 $6M $140.86
57 PSX 0.32% 52,804 $6M $119.30
58 SPGI 0.32% 11,733 $6M $527.29
59 ADBE 0.32% 15,898 $6M $386.88
60 C 0.31% 70,585 $6M $85.12
61 BSX 0.31% 55,732 $6M $107.41
62 SCHW 0.30% 64,291 $6M $91.24
63 PGR 0.30% 21,906 $6M $266.86
64 BLK 0.30% 5,497 $6M $1,049.25
65 TMO 0.30% 14,155 $6M $405.46
66 OKE 0.29% 69,804 $6M $81.63
67 HON 0.29% 24,318 $6M $232.88
68 AMGN 0.29% 20,249 $6M $279.21
69 VLO 0.29% 41,553 $6M $134.42
70 AMAT 0.29% 30,399 $6M $183.07
71 TRGP 0.28% 31,294 $5M $174.08
72 GEV 0.28% 10,266 $5M $529.15
73 GILD 0.27% 47,132 $5M $110.87
74 PFE 0.27% 214,608 $5M $24.24
75 TJX 0.27% 41,977 $5M $123.49
76 UNP 0.27% 22,474 $5M $230.08
77 MU 0.27% 41,904 $5M $123.25
78 SYK 0.26% 13,003 $5M $395.63
79 COF 0.26% 24,057 $5M $212.76
80 PANW 0.26% 24,782 $5M $204.64
81 CMCSA 0.26% 140,971 $5M $35.69
82 BKR 0.26% 130,045 $5M $38.34
83 DE 0.25% 9,688 $5M $508.49
84 DHR 0.25% 24,426 $5M $197.54
85 ADP 0.24% 15,282 $5M $308.40
86 CRWD 0.24% 9,248 $5M $509.31
87 LOW 0.24% 21,066 $5M $221.87
88 LRCX 0.24% 47,972 $5M $97.34
89 WM 0.24% 20,282 $5M $228.82
90 KLAC 0.23% 4,995 $4M $895.74
91 APH 0.23% 45,300 $4M $98.75
92 MELI 0.23% 1,703 $4M $2,613.63
93 ADI 0.23% 18,620 $4M $238.02
94 VRTX 0.22% 9,788 $4M $445.20
95 ANET 0.21% 40,509 $4M $102.31
96 BX 0.21% 27,361 $4M $149.58
97 TMUS 0.21% 17,109 $4M $238.26
98 MMC 0.21% 18,526 $4M $218.64
99 AMT 0.21% 18,137 $4M $221.02
100 ICE 0.20% 21,543 $4M $183.47
View SEC EDGAR Filings for AG2R LA MONDIALE GESTION D'ACTIFS →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms