Institutions / Groupama Asset Managment / Activity
Activity — Groupama Asset Managment
119 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $47.72M | +298K +123.58% | 538,549 1.26% of portfolio | medium |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $43.31M | +1.5M +411.64% | 1,856,730 0.79% of portfolio | medium |
| Q1 2026 as of | Add | Netflix Inc Common stock | $24.38M | +254K +422.73% | 313,533 0.44% of portfolio | medium |
| Q1 2026 as of | Add | Valero Energy Corp Common stock | $13.47M | +55K +34.71% | 211,607 0.76% of portfolio | medium |
| Q1 2026 as of | Add | 351858105 Common stock | $12.25M | +50K +26.86% | 234,241 0.85% of portfolio | medium |
| Q1 2026 as of | Add | CME Group Inc Common stock | $11.08M | +38K +16.22% | 268,871 1.16% of portfolio | medium |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $8.75M | +30K +3.14% | 999,305 4.20% of portfolio | medium |
| Q1 2026 as of | Add | Parker-Hannifin Corp Common stock | $7.85M | +9K +5.28% | 174,992 2.29% of portfolio | medium |
| Q1 2026 as of | Add | Halliburton Co Common stock | $7.63M | +196K +10.08% | 2,137,708 1.22% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $6.47M | +31K +3.30% | 972,130 2.96% of portfolio | medium |
| Q1 2026 as of | Add | 13646K108 Common stock | $4.92M | +63K +50.72% | 185,962 0.21% of portfolio | low |
| Q1 2026 as of | Add | Lam Research Corp Common stock | $4.65M | +22K +18.90% | 136,822 0.43% of portfolio | low |
| Q1 2026 as of | Add | N82405106 Common stock | $4.41M | +728K +308.25% | 964,571 0.09% of portfolio | low |
| Q1 2026 as of | Add | Ionis Pharmaceuticals Inc Common stock | $4.33M | +58K +7.52% | 824,540 0.90% of portfolio | low |
| Q1 2026 as of | Add | H42097107 Common stock | $4.14M | +135K +87.88% | 288,118 0.13% of portfolio | low |
| Q1 2026 as of | Add | Entergy Corp /De Common stock | $3.76M | +33K +5.06% | 695,812 1.14% of portfolio | low |
| Q1 2026 as of | Add | Service Corp International Common stock | $3.06M | +37K +28.63% | 166,382 0.20% of portfolio | low |
| Q1 2026 as of | Add | Ecolab Inc. Common stock | $2.79M | +11K +28.89% | 46,851 0.18% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $2.47M | +27K +3.54% | 778,379 1.06% of portfolio | low |
| Q1 2026 as of | Add | Madrigal Pharmaceuticals, Inc. Common stock | $2.42M | +5K +15.08% | 35,238 0.27% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $2.05M | +2K +11.73% | 19,627 0.29% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $2.04M | +2K +1.99% | 119,648 1.53% of portfolio | low |
| Q1 2026 as of | Add | 011532108 Common stock | $1.99M | +45K +9.88% | 499,286 0.32% of portfolio | low |
| Q1 2026 as of | Add | Western Digital Corp Common stock | $1.84M | +7K +241.82% | 9,595 0.04% of portfolio | low |
| Q1 2026 as of | Add | Watts Water Technologies, Inc. Common stock | $1.72M | +6K +7.73% | 82,602 0.35% of portfolio | low |
| Q1 2026 as of | Add | Roper Technologies Inc Common stock | $1.63M | +5K +27.89% | 21,116 0.11% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $1.56M | +20K +15.50% | 149,572 0.17% of portfolio | low |
| Q1 2026 as of | Add | Heico Corp Common stock | $1.53M | +6K +31.29% | 23,407 0.09% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $1.31M | +17K +11.23% | 163,490 0.19% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $1.23M | +3K +1.69% | 165,897 1.08% of portfolio | low |
| Q1 2026 as of | Add | Motorola Solutions, Inc. Common stock | $1.22M | +3K +0.65% | 436,658 2.77% of portfolio | low |
| Q1 2026 as of | Add | Equinix Inc Common stock | $1.10M | +1K +3.31% | 35,007 0.50% of portfolio | low |
| Q1 2026 as of | Add | Denali Therapeutics Inc. Common stock | $1.07M | +56K +36.64% | 207,130 0.06% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $984.7K | +3K +4.80% | 71,168 0.31% of portfolio | low |
| Q1 2026 as of | Add | Cadence Design Systems Inc Common stock | $913.1K | +3K +5.09% | 67,891 0.28% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $906.4K | +3K +20.80% | 14,960 0.08% of portfolio | low |
| Q1 2026 as of | Add | XPO Inc Common stock | $896.3K | +5K +0.71% | 653,083 1.86% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $883.4K | +2K +8.48% | 22,784 0.17% of portfolio | low |
| Q1 2026 as of | Add | HCA Healthcare, Inc. Common stock | $756.7K | +2K +5.28% | 31,894 0.22% of portfolio | low |
| Q1 2026 as of | Add | 962879102 Common stock | $739.7K | +4K +10.16% | 43,930 0.12% of portfolio | low |
| Q1 2026 as of | Add | Baker Hughes Co Common stock | $689.7K | +11K +0.59% | 1,932,305 1.72% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $682.8K | +12K +45.36% | 37,964 0.03% of portfolio | low |
| Q1 2026 as of | Add | Garmin Ltd Common stock | $659.1K | +3K +139.81% | 4,873 0.02% of portfolio | low |
| Q1 2026 as of | Add | Las Vegas Sands Corp Common stock | $612.6K | +11K +125.64% | 20,418 0.02% of portfolio | low |
| Q1 2026 as of | Add | Constellation Brands, Inc. Common stock | $601.5K | +4K +25.37% | 19,815 0.04% of portfolio | low |
| Q1 2026 as of | Add | Keycorp /New Common stock | $590.8K | +29K +101.62% | 58,465 0.02% of portfolio | low |
| Q1 2026 as of | Add | Natera, Inc. Common stock | $561.0K | +3K +3.04% | 95,061 0.28% of portfolio | low |
| Q1 2026 as of | Add | Otis Worldwide Corp Common stock | $539.5K | +7K +245.67% | 9,848 0.01% of portfolio | low |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $524.3K | +8K +0.61% | 1,375,261 1.26% of portfolio | low |
| Q1 2026 as of | Add | 3M Co Common stock | $504.5K | +3K +87.22% | 7,457 0.02% of portfolio | low |