LA

LBP AM SA

13F
LBP AM SA
Last update 2025-02-10 361 Stocks (62 new)
Value $7.40 Bil Turnover 18 %
Countries:
Top Holdings: MSFT(7.78%)NVDA(7.30%)AMZN(4.84%)AAPL(3.29%)V(3.28%)
Summary Stock Picks Current Portfolio
LBP AM SA Top Holdings of 2024-12-31 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
1,366,608
576,025.3
+10.99%
7.780
+0.77%
0.020
-10.48%
-9.83%
2,819,761.5
Software
NVDA 		NVIDIA Corp
4,020,194
539,871.8
+2.20%
7.300
+0.16%
0.020
-21.11%
-21.54%
2,570,740.1
Semiconductors
AMZN 		Amazon.com Inc
1,633,155
358,297.9
-2.81%
4.840
-0.13%
0.020
-19.07%
-18.61%
1,895,049.8
Retail - Cyclical
AAPL 		Apple Inc
971,086
243,179.4
+7.90%
3.290
+0.24%
0.010
-13.14%
-20.83%
2,975,121.6
Hardware
V 		Visa Inc
767,189
242,462.4
+4.99%
3.280
+0.16%
0.040
+6.28%
+6.68%
649,305.1
Credit Services
GOOGL 		Alphabet Inc
985,214
186,501.0
+3.32%
2.520
+0.08%
0.010
-19.33%
-17.79%
1,907,891.7
Interactive Media
MA 		Mastercard Inc
320,877
168,964.2
+4.95%
2.280
+0.11%
0.040
-0.18%
-0.69%
475,323.8
Credit Services
AVGO 		Broadcom Inc
716,595
166,135.4
-8.56%
2.240
-0.17%
0.020
-23.44%
-24.24%
823,358.2
Semiconductors
LIN 		Linde PLC
343,292
143,726.1
+7.36%
1.940
+0.13%
0.070
+5.36%
+8.84%
214,772.8
Chemicals
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
711,960
140,605.0
-5.08%
1.900
-0.10%
0.010
-28.38%
-22.10%
794,838.8
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
UBER 		Uber Technologies Inc2024-12-31Add
+0.80%
●
59.93 ($71.36) 86.34
$74.67
4.64%
Add 719.62%
1,113,907
978,001
MSFT 		Microsoft Corp2024-12-31Add
+0.77%
●
406.35 ($426.03) 454.46
$379.31
-10.97%
Add 10.99%
1,366,608
135,328
SW 		Smurfit WestRock PLC2024-12-31Reduce
-0.67%
●
43.42 ($50.97) 56.64
$41.05
-19.47%
Reduce -31.24%
2,001,503
-909,312
NOW 		ServiceNow Inc2024-12-31Reduce
-0.42%
●
880.41 ($1015.19) 1148.42
$818.04
-19.42%
Reduce -36.23%
55,311
-31,427
ADBE 		Adobe Inc2024-12-31Add
+0.41%
●
437.39 ($495) 552.96
$348.77
-29.54%
Add 58.33%
183,169
67,479
T 		AT&T Inc2024-12-31Reduce
-0.40%
●
21.22 ($22.51) 23.88
$27.61
22.66%
Reduce -62.98%
716,902
-1,219,364
MCD 		McDonald's Corp2024-12-31Sold Out
-0.40%
●
288.47 ($298.11) 316.56
$312.58
4.85%
Sold Out
0
-87,656
EMR 		Emerson Electric Co2024-12-31Reduce
-0.38%
●
108.13 ($121.48) 134.33
$99.82
-17.83%
Reduce -62.25%
139,826
-230,555
AMD 		Advanced Micro Devices Inc2024-12-31Add
+0.36%
●
118.88 ($143.64) 172.8
$89.80
-37.48%
Add 74.94%
515,180
220,693
NDAQ 		Nasdaq Inc2024-12-31Add
+0.36%
●
70.87 ($77.4) 83.05
$72.80
-5.94%
Add 257.63%
474,587
341,884

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 2024-12-31

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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