LA

LBP AM SA

13F
LBP AM SA
Last update 2025-07-18 367 Stocks (51 new)
Value $7.11 Bil Turnover 12 %
Countries:
Top Holdings: MSFT(7.87%)NVDA(6.47%)AMZN(5.18%)V(3.46%)AAPL(2.70%)
Summary Stock Picks Current Portfolio
LBP AM SA Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
1,124,162
559,169.4
-13.38%
7.870
-1.01%
0.020
+35.37%
+20.48%
3,759,901.0
Software
NVDA
NVIDIA Corp
2,909,176
459,620.7
-21.45%
6.470
-1.33%
0.010
+66.29%
+27.19%
4,164,907.0
Semiconductors
AMZN
Amazon.com Inc
1,678,403
368,224.8
+4.69%
5.180
+0.23%
0.020
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
V
Visa Inc
692,971
246,039.4
+3.04%
3.460
+0.10%
0.040
+6.43%
+12.80%
694,059.1
Credit Services
AAPL
Apple Inc
936,031
192,045.5
+0.83%
2.700
+0.02%
0.010
+4.87%
-14.22%
3,200,643.0
Hardware
MA
Mastercard Inc
312,408
175,554.5
+2.00%
2.470
+0.05%
0.030
+6.20%
+7.22%
510,423.9
Credit Services
AVGO
Broadcom Inc
632,207
174,267.9
-6.62%
2.450
-0.12%
0.010
+60.74%
+23.02%
1,334,327.7
Semiconductors
LIN
Linde PLC
363,962
170,763.7
-4.03%
2.400
-0.11%
0.080
+5.19%
+12.99%
221,235.8
Chemicals
LLY
Eli Lilly and Co
193,184
150,592.7
+73.64%
2.120
+0.90%
0.020
-3.48%
+3.87%
717,192.0
Drug Manufacturers
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
519,951
117,763.7
-23.01%
1.660
-0.40%
0.010
+52.83%
+22.59%
1,246,476.4
Semiconductors

LBP AM SA's Historical Top Holdings Breakdowns

LBP AM SA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-1.33%
●
94.31 ($125.57) 157.99
$170.78
36.00%
Reduce -21.45%
2,909,176
-794,639
GOOGL
Alphabet Inc
2025-06-30
Reduce
Reduce
-1.01%
●
144.7 ($163.55) 178.6
$190.23
16.31%
Reduce -46.82%
482,213
-424,509
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-1.01%
●
354.56 ($433.34) 497.45
$505.87
16.74%
Reduce -13.38%
1,124,162
-173,631
LLY
Eli Lilly and Co
2025-06-30
Add
Add
+0.90%
●
713.71 ($777.85) 898.95
$798.89
2.70%
Add 73.64%
193,184
81,928
SPOT
Spotify Technology SA
2025-06-30
Add
Add
+0.72%
●
503.3 ($640.38) 775.9
$674.46
5.32%
Add 669.89%
77,104
67,089
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-06-30
Reduce
Reduce
-0.40%
●
141.37 ($184.95) 228.57
$240.33
29.94%
Reduce -23.01%
519,951
-155,365
MMM
3M Co
2025-06-30
Reduce
Reduce
-0.33%
●
126.09 ($142.98) 154.15
$150.82
5.48%
Reduce -95.7%
6,618
-147,368
SW
Smurfit WestRock PLC
2025-06-30
Reduce
Reduce
-0.33%
●
38.19 ($42.82) 47.06
$47.81
11.65%
Reduce -69.5%
206,064
-469,509
ACN
Accenture PLC
2025-06-30
Add
Add
+0.32%
●
279.23 ($304.68) 323.21
$286.04
-6.12%
Add 34.94%
293,125
75,898
CSCO
Cisco Systems Inc
2025-06-30
Reduce
Reduce
-0.29%
●
53.19 ($61.46) 69.38
$68.62
11.65%
Reduce -34.21%
593,832
-308,740

LBP AM SA Total Holding History ($B)

To

LBP AM SA's Asset Allocation

To

LBP AM SA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LBP AM SA's Hypothetical Growth since 2025-06-30

LBP AM SA's Yearly Returns

Year Portfolio % % Excess Gain %

LBP AM SA's Holdings Heat Map

Size field:

LBP AM SA's Holdings Bubble Chart

LBP AM SA News

  • 1

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