Groupama Asset Managment Purchases in Q2 2025

Groupama Asset Managment

  • $6.04 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RMD
Resmed Inc

Healthcare
4.37K
+ 388.61%
$204.54 - $258.0 $893K - $1.13M
5.49K $1.4B
ALL
Allstate Corp

Financial Services
6.14K
+ 75.8%
$180.53 - $212.64 $1.11M - $1.3M
14.2K $2.79B
JNPR
Juniper Networks Inc

Technology
29.7K
+ 101.09%
$33.93 - $39.93 $1.01M - $1.19M
59.1K $2.17B
ADSK
Autodesk, Inc.

Technology
1.63K
+ 11.58%
N/A
15.7K $4.8B
CTAS
Cintas Corp

Industrials
4.99K
New
$190.11 - $227.66 $949K - $1.14M
4.99K $1.1B
DAL
Delta Air Lines, Inc.

Industrials
22.1K
New
$35.88 - $52.99 $792K - $1.17M
22.1K $1.09B
EL
Estee Lauder Companies Inc

Consumer Defensive
11K
+ 86.35%
$50.06 - $80.8 $553K - $892K
23.8K $1.92B
Linde PLC
2K
+ 6.81%
N/A
31.4K $14.6B
Rubrik Inc.
1M
New
N/A
1M $1.04B
MP
Mp Materials Corp.

Basic Materials
600K
New
$18.77 - $37.74 $11.3M - $22.6M
600K $1.03B
Smurfit Westrock PLC
80.8K
+ 15.31%
N/A
608K $19.3B
Amrize LTD
25.6K
New
N/A
25.6K $1B
AMAT
Applied Materials Inc

Technology
1.66K
+ 9.09%
$126.95 - $183.52 $210K - $304K
19.9K $3.64B
WM
Waste Management Inc

Industrials
4.35K
+ 58.52%
$216.47 - $242.1 $942K - $1.05M
11.8K $2.69B
NUE
Nucor Corp

Basic Materials
7.05K
+ 219.66%
$103.22 - $131.43 $728K - $926K
10.3K $1.35B
MIR
Mirion Technologies, Inc.

Industrials
800K
New
$12.7 - $21.71 $10.2M - $17.4M
800K $932M
HEI
Heico Corp

Industrials
189
+ 1.31%
$236.44 - $328.0 $44.7K - $62K
14.6K $4.76B
ABNB
Airbnb, Inc.

Consumer Cyclical
6.51K
+ 264.0%
$105.69 - $140.64 $688K - $915K
8.97K $1.21B
VRSK
Verisk Analytics, Inc.

Industrials
2.86K
+ 201.41%
$277.03 - $321.33 $792K - $918K
4.28K $1.32B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
15.2K
+ 12.19%
$19.5 - $30.4 $296K - $462K
140K $3.64B
GPN
Global Payments Inc

Industrials
12.1K
+ 227.85%
$67.47 - $99.6 $814K - $1.2M
17.4K $1.37B
MMM
3 M CO

Industrials
5.07K
+ 81.83%
$126.09 - $154.15 $639K - $781K
11.3K $1.71B
INCY
Incyte Corp

Healthcare
4.04K
+ 5.94%
$55.17 - $71.22 $223K - $288K
72.1K $4.93B
HIG
Hartford Financial Services Group, Inc.

Financial Services
6.08K
+ 43.66%
$109.83 - $131.67 $667K - $800K
20K $2.49B
MDB
Mongo Db, Inc.

Technology
241
+ 1.04%
$145.85 - $225.38 $35.1K - $54.3K
23.4K $4.92B
IEX
Idex Corp

Industrials
4.56K
+ 80.87%
$160.66 - $191.29 $732K - $872K
10.2K $1.8B
GWRE
Guidewire Software, Inc.

Technology
600K
+ 240.0%
$172.73 - $257.37 $104M - $154M
850K $1B
KEYS
Keysight Technologies, Inc.

Technology
3.1K
+ 19.15%
$127.02 - $165.4 $394K - $513K
19.3K $3.17B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.23K
+ 90.16%
$225.56 - $335.19 $955K - $1.42M
8.93K $2.1B
MNST
Monster Beverage Corp

Consumer Defensive
11.1K
+ 131.64%
$55.01 - $64.24 $612K - $715K
19.6K $1.21B
NEE
Nextera Energy Inc

Utilities
5.6K
+ 0.28%
$64.11 - $75.0 $359K - $420K
2.01M $48.2B
SPGI
S&P Global Inc.

Financial Services
834
+ 4.97%
$438.31 - $527.29 $366K - $440K
17.6K $9.12B
CVS
Cvs Health Corp

Healthcare
9.8K
+ 112.39%
$60.04 - $70.18 $589K - $688K
18.5K $1.27B
EIX
Edison International

Utilities
17.3K
+ 59.31%
$48.32 - $59.92 $837K - $1.04M
46.5K $2.37B
BTG
B2 Gold Corp

Basic Materials
500K
New
$2.64 - $3.77 $1.32M - $1.89M
500K $668M
EQR
Equity Residential

Real Estate
9.88K
New
$61.82 - $71.72 $611K - $709K
9.88K $665M
BFB
Brown Forman Corp Cl B
24.8K
New
N/A
24.8K $655M
PGR
Progressive Corp

Financial Services
3.15K
+ 25.49%
$255.27 - $288.74 $805K - $910K
15.5K $4.1B
VMC
Vulcan Materials CO

Basic Materials
1.14K
+ 10.49%
$226.49 - $276.01 $258K - $314K
12K $3.14B
GH
Guardant Health, Inc.

Healthcare
500K
New
$37.05 - $52.04 $18.5M - $26M
500K $576M
KB
Kb Financial Group Inc.

Financial Services
360
+ 1.88%
$46.88 - $82.59 $16.9K - $29.7K
19.5K $1.59B
APO
Apollo Global Management, Inc.

Financial Services
3.66K
+ 58.86%
$108.68 - $145.07 $398K - $531K
9.88K $1.41B
ORA
Ormat Technologies, Inc.

Utilities
500K
New
$66.4 - $86.59 $33.2M - $43.3M
500K $558M
PAYX
Paychex Inc

Industrials
3.57K
New
$137.01 - $159.78 $489K - $570K
3.57K $514M
QCOM
Qualcomm Inc

Technology
2.27K
+ 8.93%
$124.66 - $159.48 $283K - $362K
27.7K $4.39B
IBM
International Business Machines Corp

Technology
930
+ 18.33%
$221.03 - $294.78 $206K - $274K
6.01K $1.74B
MTH
Meritage Homes Corp

Consumer Cyclical
500K
+ 100.0%
$62.44 - $71.44 $31.2M - $35.7M
1M $976M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.3K
+ 25.65%
$151.62 - $183.47 $348K - $421K
11.3K $2.05B
PHM
Pultegroup Inc

Consumer Cyclical
4.46K
New
$92.02 - $106.54 $411K - $476K
4.46K $471M
Activity Summary
Buys All Purchases 199 New Holdings 44 Increased Positions 155 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 4 Puts 1
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