GROUPAMA ASSET MANAGMENT Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$4.9B

Holdings

394

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (394 positions)

#StockSharesValue% PortfolioType
101
EOGEOG RES INC
50,626$6.1M0.12%
102
PFEPFIZER INC
229,057$6.1M0.12%
103
JNJJOHNSON & JOHNSON
41,892$6.0M0.12%
104
NFLXNETFLIX INC
6,195$5.6M0.11%
105
KLACKLA CORP
8,763$5.6M0.11%
106
CEGCONSTELLATION ENERGY CORP
24,063$5.4M0.11%
107
MCDMCDONALDS CORP
18,796$5.4M0.11%
108
MDTMEDTRONIC PLC
67,681$5.4M0.11%
109
BILLBILL HOLDINGS INC
5,650,000$5.4M0.11%
110
PWRQUANTA SVCS INC
16,723$5.3M0.11%
111
WFCWELLS FARGO CO NEW
75,652$5.3M0.11%
112
WCNWASTE CONNECTIONS INC
30,936$5.3M0.11%
113
AMEAMETEK INC
28,135$5.1M0.10%
114
GILDGILEAD SCIENCES INC
54,172$5.0M0.10%
115
MDBMONGODB INC
20,544$4.8M0.10%Call
116
ACNACCENTURE PLC IRELAND
13,051$4.6M0.09%
117
QCOMQUALCOMM INC
29,586$4.6M0.09%
118
HUBBHUBBELL INC
10,832$4.5M0.09%
119
AMGNAMGEN INC
17,480$4.5M0.09%
120
PCGPG&E CORP
1,958,995$4.5M0.09%
121
NKENIKE INC
59,940$4.5M0.09%
122
EMREMERSON ELEC CO
34,948$4.3M0.09%
123
INCYINCYTE CORP
60,559$4.1M0.08%
124
INTUINTUIT
6,557$4.1M0.08%
125
AMATAPPLIED MATLS INC
25,167$4.1M0.08%
126
ALCALCON AG
52,954$4.1M0.08%
127
WMWASTE MGMT INC DEL
19,984$4.0M0.08%
128
DRIDARDEN RESTAURANTS INC
21,498$4.0M0.08%
129
BACVERIZON COMMUNICATIONS INC
100,823$4.0M0.08%
130
PGRPROGRESSIVE CORP
16,664$4.0M0.08%
131
HOLXHOLOGIC INC
54,214$3.9M0.08%
132
ADSKAUTODESK INC
12,325$3.7M0.07%
133
PEPPEPSICO INC
23,135$3.5M0.07%
134
PLDPROLOGIS INC.
32,966$3.5M0.07%
135
HEIHEICO CORP NEW
14,367$3.4M0.07%
136
STLDSTEEL DYNAMICS INC
30,101$3.4M0.07%
137
MDLZMONDELEZ INTL INC
56,103$3.3M0.07%
138
ICEINTERCONTINENTAL EXCHANGE IN
22,296$3.3M0.07%
139
BLKBLACKROCK INC
3,234$3.3M0.07%
140
TTTRANE TECHNOLOGIES PLC
8,829$3.3M0.07%
141
ELVELEVANCE HEALTH INC
8,726$3.2M0.07%
142
HLTHILTON WORLDWIDE HLDGS INC
12,881$3.2M0.07%
143
UBSUBS GROUP AG
114,363$3.2M0.06%
144
GSGOLDMAN SACHS GROUP INC
5,449$3.1M0.06%
145
MOALTRIA GROUP INC
59,708$3.1M0.06%
146
APHAMPHENOL CORP NEW
44,235$3.1M0.06%
147
DOCHEALTHPEAK PROPERTIES INC
149,451$3.0M0.06%
148
KEYSKEYSIGHT TECHNOLOGIES INC
18,330$3.0M0.06%
149
HESHESS CORP
22,606$3.0M0.06%
150
NEMNEWMONT CORP
79,552$2.9M0.06%
151
CLCOLGATE PALMOLIVE CO
31,767$2.9M0.06%
152
VMCVULCAN MATLS CO
11,014$2.8M0.06%
153
EVRGEVERGY INC
880,768$2.8M0.06%
154
RFREGIONS FINANCIAL CORP NEW
118,854$2.8M0.06%
155
SSNCSS&C TECHNOLOGIES HLDGS INC
37,140$2.8M0.06%
156
AVBAVALONBAY CMNTYS INC
12,701$2.8M0.06%
157
ADPAUTOMATIC DATA PROCESSING IN
9,517$2.8M0.06%
158
AKAMAKAMAI TECHNOLOGIES INC
2,008,027$2.8M0.06%
159
NSCNORFOLK SOUTHN CORP
11,609$2.7M0.06%
160
BMYBRISTOL-MYERS SQUIBB CO
47,371$2.7M0.05%
161
CVSCVS HEALTH CORP
59,697$2.6M0.05%
162
TRVTRAVELERS COMPANIES INC
10,925$2.6M0.05%
163
SPGSIMON PPTY GROUP INC NEW
15,221$2.6M0.05%
164
MCOMOODYS CORP
5,478$2.6M0.05%
165
ALSALLSTATE CORP
13,319$2.6M0.05%
166
MPCMARATHON PETE CORP
18,738$2.5M0.05%
167
MSCIMSCI INC
4,211$2.5M0.05%
168
FTNTFORTINET INC
26,520$2.5M0.05%
169
DFSEURDISCOVER FINL SVCS
14,595$2.5M0.05%
170
LULULULULEMON ATHLETICA INC
6,388$2.5M0.05%
171
MCXMCCORMICK & CO INC
32,479$2.5M0.05%
172
PSXPHILLIPS 66
21,800$2.4M0.05%
173
STZCONSTELLATION BRANDS INC
11,088$2.4M0.05%
174
BDXBECTON DICKINSON & CO
10,746$2.4M0.05%
175
SCHWSCHWAB CHARLES CORP
32,781$2.4M0.05%
176
NETCLOUDFLARE INC
2,500,000$2.4M0.05%
177
ETNEATON CORP PLC
7,191$2.4M0.05%
178
OKEONEOK INC NEW
23,677$2.4M0.05%
179
SNOWSNOWFLAKE INC
2,000,000$2.4M0.05%
180
GEGE AEROSPACE
14,085$2.4M0.05%
181
CBRECBRE GROUP INC
18,170$2.4M0.05%
182
CITHE CIGNA GROUP
8,522$2.3M0.05%
183
BKNGBOOKING HOLDINGS INC
462$2.3M0.05%
184
FCXFREEPORT-MCMORAN INC
59,749$2.3M0.05%
185
DNLIDENALI THERAPEUTICS INC
110,207$2.2M0.05%
186
DDDUPONT DE NEMOURS INC
29,281$2.2M0.05%
187
RSGREPUBLIC SVCS INC
11,013$2.2M0.05%
188
TRGPTARGA RES CORP
12,465$2.2M0.05%
189
AXPAMERICAN EXPRESS CO
7,344$2.2M0.04%
190
WELLWELLTOWER INC
1,900,000$2.2M0.04%
191
FICOFAIR ISAAC CORP
1,071$2.2M0.04%
192
PLTRPALANTIR TECHNOLOGIES INC
27,812$2.1M0.04%
193
TSNTYSON FOODS INC
37,393$2.1M0.04%
194
HWMHOWMET AEROSPACE INC
19,254$2.1M0.04%
195
MMM3M CO
16,174$2.1M0.04%
196
AXONAXON ENTERPRISE INC
501,260$2.1M0.04%
197
WTWWILLIS TOWERS WATSON PLC LTD
6,631$2.1M0.04%
198
EWEDWARDS LIFESCIENCES CORP
27,809$2.1M0.04%
199
LYVLIVE NATION ENTERTAINMENT IN
2,000,000$2.0M0.04%
200
WMBWILLIAMS COS INC
36,665$2.0M0.04%
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