Unigestion Holding Sa has filed its 13F form on November 19, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.06 Billion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $81.6M, Mastercard Inc with a value of $69.5M, Visa Inc. with a value of $66.1M, Johnson & Johnson with a value of $55.9M, and Marsh & Mclennan Companies, Inc. with a value of $53M.

Examining the 13F form we can see an increase of $182M in the current position value, from $1.87B to 2.06B.

Below you can find more details about Unigestion Holding Sa portfolio as well as his latest detailed transactions.

Portfolio value $2.06 Billion
Technology: $477 Million
Financial Services: $376 Million
Industrials: $322 Million
Consumer Defensive: $255 Million
Healthcare: $179 Million
Consumer Cyclical: $150 Million
Communication Services: $142 Million
Energy: $80 Million
Other: $74.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $2.06 Billion
  • Prior Value $1.87 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 19, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 49 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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