Investments: TODD ASSET MANAGEMENT LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
5.129.203.977 $+221.690.967 $
+4,9 %
4.942.490.977 $+347.231.142 $
+10,8 %
4.636.576.692 $+415.161.113 $
+13,0 %
BANK OF AMERICA CORP /DE/BAC2.778.196.836 $+96.052.245 $
+3,6 %
2.682.144.591 $+223.086.760 $
+9,1 %
2.459.057.831 $+169.356.007 $
+7,4 %
JABIL INCJBL76.695.860 $+4.991.329 $
+7,0 %
71.704.531 $-22.279.413 $
-23,7 %
93.983.944 $+37.178.924 $
+65,5 %
RIO TINTO PLCRIO86.818.305 $+14.609.301 $
+20,2 %
72.209.004 $+9.880.878 $
+15,9 %
62.328.126 $-2.018.584 $
-3,1 %
Shell plcSHEL70.604.309 $+1.487.832 $
+2,2 %
69.116.477 $-16.079.099 $
-18,9 %
85.195.576 $-3.695.255 $
-4,2 %
BARCLAYS PLCBCS79.553.054 $+6.875.325 $
+9,5 %
72.677.729 $+9.814.927 $
+15,6 %
62.862.802 $+9.825.531 $
+18,5 %
JPMORGAN CHASE & COJPM79.169.810 $+1.534.181 $
+2,0 %
77.635.629 $+5.714.871 $
+7,9 %
71.920.758 $+10.409.786 $
+16,9 %
Booking Holdings Inc.BKNG65.999.531 $+2.370.490 $
+3,7 %
63.629.041 $-13.257.913 $
-17,2 %
76.886.954 $+31.873.850 $
+70,8 %
NatWest Group plcNWG74.176.778 $+13.353.624 $
+22,0 %
60.823.154 $+3.289.282 $
+5,7 %
57.533.872 $+9.147.987 $
+18,9 %
Medtronic plcMDT73.698.441 $+7.830.128 $
+11,9 %
65.868.313 $+30.327.124 $
+85,3 %
35.541.189 $+35.541.189 $
TotalEnergies SETTE72.687.195 $+6.532.254 $
+9,9 %
66.154.941 $-6.329.348 $
-8,7 %
72.484.289 $-4.115.412 $
-5,4 %
KROGER COKR65.222.512 $-2.899.065 $
-4,3 %
68.121.577 $+809.174 $
+1,2 %
67.312.403 $+27.691.101 $
+69,9 %
MORGAN STANLEYMS67.186.228 $+6.919.724 $
+11,5 %
60.266.504 $+6.364.595 $
+11,8 %
53.901.909 $+8.769.403 $
+19,4 %
CUMMINS INCCMI62.668.438 $+4.580.349 $
+7,9 %
58.088.089 $+12.621.815 $
+27,8 %
45.466.274 $+1.468.918 $
+3,3 %
FISERV INCFISV29.913.784 $-30.047.355 $
-50,1 %
59.961.139 $-16.280.449 $
-21,4 %
NOVARTIS AGNVS59.870.658 $+3.459.679 $
+6,1 %
56.410.979 $+6.081.931 $
+12,1 %
50.329.048 $+6.126.084 $
+13,9 %
Parker-Hannifin CorpPH58.182.203 $+7.907.296 $
+15,7 %
50.274.907 $+3.515.178 $
+7,5 %
46.759.729 $+5.631.554 $
+13,7 %
AT&T INC.T47.772.568 $-5.101.488 $
-9,6 %
52.874.056 $-3.880.546 $
-6,8 %
56.754.602 $+45.736.171 $
+415,1 %
ALPHA PRO TECH LTDAPT55.926.141 $+12.414.321 $
+28,5 %
43.511.820 $+7.720.465 $
+21,6 %
35.791.355 $+4.050.860 $
+12,8 %
KLA CORPKLAC54.844.411 $-122.202 $
-0,2 %
54.966.613 $+13.906.381 $
+33,9 %
41.060.232 $+9.597.983 $
+30,5 %
ORIX CORPIX53.403.386 $+5.159.252 $
+10,7 %
48.244.134 $+9.032.697 $
+23,0 %
39.211.437 $+3.113.860 $
+8,6 %
AbbVie Inc.ABBV51.188.960 $-749.385 $
-1,4 %
51.938.345 $+9.526.718 $
+22,5 %
42.411.627 $-5.956.205 $
-12,3 %
Vipshop Holdings LtdVIPS48.945.507 $-2.415.314 $
-4,7 %
51.360.821 $+22.616.419 $
+78,7 %
28.744.402 $-151.700 $
-0,5 %
AUTOZONE INCAZO20.849.690 $-17.170.996 $
-45,2 %
38.020.686 $-12.634.418 $
-24,9 %
50.655.104 $-31.906.140 $
-38,6 %
AMERICAN EXPRESS COAXP49.775.292 $+5.225.053 $
+11,7 %
44.550.239 $+1.400.210 $
+3,2 %
43.150.029 $+1.657.608 $
+4,0 %
FIFTH THIRD BANCORPFITB49.330.014 $+2.250.777 $
+4,8 %
47.079.237 $+3.220.489 $
+7,3 %
43.858.748 $+1.111.161 $
+2,6 %
MCKESSON CORPMCK45.651.851 $+2.577.661 $
+6,0 %
43.074.190 $+1.878.543 $
+4,6 %
41.195.647 $+2.936.905 $
+7,7 %
MANULIFE FINANCIAL CORPMFC45.031.261 $+1.672.189 $
+3,9 %
43.359.072 $+1.453.244 $
+3,5 %
41.905.828 $+5.447.682 $
+14,9 %
ORACLE CORPORCL18.878.763 $-19.741.773 $
-51,1 %
38.620.536 $-5.933.330 $
-13,3 %
44.553.866 $+9.362.203 $
+26,6 %
BORGWARNER INCBWA43.416.141 $+982.110 $
+2,3 %
42.434.031 $+9.770.221 $
+29,9 %
32.663.810 $+4.074.845 $
+14,3 %
Bank of New York Mellon CorpBK43.069.201 $+13.665.692 $
+46,5 %
29.403.509 $+18.531.098 $
+170,4 %
10.872.411 $+10.872.411 $
AMDOCS LTDDOX28.926.747 $-11.376.556 $
-28,2 %
40.303.303 $-2.200.163 $
-5,2 %
42.503.466 $+3.489.827 $
+8,9 %
SUN LIFE FINANCIAL INCSLF40.942.714 $+630.983 $
+1,6 %
40.311.731 $-1.905.382 $
-4,5 %
42.217.113 $+6.257.734 $
+17,4 %
AMGEN INCAMGN42.146.005 $+5.744.610 $
+15,8 %
36.401.395 $+8.827 $
+0,0 %
36.392.568 $-4.660.255 $
-11,4 %
TEXTRON INCTXT38.119.470 $+14.135.666 $
+58,9 %
23.983.804 $+973.599 $
+4,2 %
23.010.205 $+7.643.002 $
+49,7 %
AKAMAI TECHNOLOGIES INCAKAM37.513.075 $+17.629.917 $
+88,7 %
19.883.158 $-1.140.894 $
-5,4 %
21.024.052 $-638.850 $
-2,9 %
TechnipFMC plcFTI36.799.536 $+15.389.503 $
+71,9 %
21.410.033 $+21.410.033 $
NETFLIX INCNFLX19.729.917 $-16.735.932 $
-45,9 %
36.465.849 $+9.073.713 $
+33,1 %
Fresenius Medical Care AGFMS30.650.843 $-3.668.453 $
-10,7 %
34.319.296 $-1.082.350 $
-3,1 %
35.401.646 $+23.392.471 $
+194,8 %
Sony Group CorpSONY21.329.416 $-13.150.430 $
-38,1 %
34.479.846 $+5.059.169 $
+17,2 %
29.420.677 $-9.068.009 $
-23,6 %
SanofiSNY33.400.258 $+403.665 $
+1,2 %
32.996.593 $+664.000 $
+2,1 %
32.332.593 $-4.150.650 $
-11,4 %
SEMPRASRE31.854.631 $-670.201 $
-2,1 %
32.524.832 $+13.367.099 $
+69,8 %
19.157.733 $+1.434.926 $
+8,1 %
Synchrony FinancialSYF28.980.829 $+4.416.357 $
+18,0 %
24.564.472 $-7.467.658 $
-23,3 %
32.032.130 $+11.813.973 $
+58,4 %
SMITH & NEPHEW PLCSNN30.991.838 $+4.672.982 $
+17,8 %
26.318.856 $+26.318.856 $
RALPH LAUREN CORPRL27.668.922 $+1.027.610 $
+3,9 %
26.641.312 $-4.150.184 $
-13,5 %
30.791.496 $+6.983.363 $
+29,3 %
VERIZON COMMUNICATIONS INCVZ18.982.367 $-11.622.036 $
-38,0 %
30.604.403 $+291.936 $
+1,0 %
30.312.467 $+30.134 $
+0,1 %
STATE STREET CORPSTT27.910.797 $+2.314.467 $
+9,0 %
25.596.330 $-4.704.721 $
-15,5 %
30.301.051 $+6.861.291 $
+29,3 %
HDFC BANK LTDHDB29.538.219 $+1.667.524 $
+6,0 %
27.870.695 $-1.725.215 $
-5,8 %
29.595.910 $+4.032.666 $
+15,8 %
MGM Resorts InternationalMGM25.890.385 $+3.367.312 $
+15,0 %
22.523.073 $-6.917.759 $
-23,5 %
29.440.832 $+29.440.832 $
INCYTE CORPINCY27.997.641 $-1.263.760 $
-4,3 %
29.261.401 $+1.035.517 $
+3,7 %
28.225.884 $+5.791.564 $
+25,8 %
CITIGROUP INCC28.742.381 $+28.742.381 $
Phillips 66PSX1.266.011 $-26.634.547 $
-95,5 %
27.900.558 $+2.370.358 $
+9,3 %
25.530.200 $-3.489.699 $
-12,0 %
Fox CorpFOXA26.200.106 $+985.917 $
+3,9 %
25.214.189 $-4.395.422 $
-14,8 %
Aptiv PLCAPTV26.118.729 $+26.118.729 $
CDW CorpCDW19.470.695 $-3.438.793 $
-15,0 %
22.909.488 $+7.640.548 $
+50,0 %
15.268.940 $+1.409.081 $
+10,2 %
NVR INCNVR2.377.443 $-241.856 $
-9,2 %
2.619.299 $-14.604.061 $
-84,8 %
17.223.360 $-83.719 $
-0,5 %
UNILEVER PLCUL7.074.478 $-949.841 $
-11,8 %
8.024.319 $-279.631 $
-3,4 %
8.303.950 $+160.428 $
+2,0 %
IAMGOLD CORPIAG7.655.737 $+4.292.965 $
+127,7 %
3.362.772 $-612.228 $
-15,4 %
KINROSS GOLD CORPKGC6.768.121 $+2.986.599 $
+79,0 %
3.781.522 $-300.335 $
-7,4 %
BlackRock, Inc.BLK6.703.462 $+4.241.589 $
+172,3 %
2.461.873 $+1.091.782 $
+79,7 %
1.370.091 $+168.620 $
+14,0 %
MICROSOFT CORPMSFT5.795.218 $-152.402 $
-2,6 %
5.947.620 $+235.861 $
+4,1 %
5.711.759 $+1.375.629 $
+31,7 %
NVIDIA CORPNVDA3.731.865 $-1.529.691 $
-29,1 %
5.261.556 $+801.182 $
+18,0 %
4.460.374 $+1.404.058 $
+45,9 %
GOLD FIELDS LTDGFI4.941.657 $+4.941.657 $
KT CORPKT4.905.073 $+1.043.195 $
+27,0 %
3.861.878 $-517.507 $
-11,8 %
4.379.385 $+622.031 $
+16,6 %
BP PLCBP4.891.125 $+350.335 $
+7,7 %
4.540.790 $+570.674 $
+14,4 %
3.970.116 $-18.066.254 $
-82,0 %
EMBRAER S.A.EMBJ4.851.008 $+4.851.008 $
APPFOLIO INCAPPF4.683.060 $+337.544 $
+7,8 %
4.345.516 $+844.085 $
+24,1 %
3.501.431 $-333.866 $
-8,7 %
AUTOLIV INCALV4.675.356 $+246.275 $
+5,6 %
4.429.081 $-215.888 $
-4,6 %
4.644.969 $+1.549.219 $
+50,0 %
SK TELECOM CO LTDSKM4.575.480 $+503.275 $
+12,4 %
4.072.205 $+247.475 $
+6,5 %
3.824.730 $+407.823 $
+11,9 %
TE Connectivity plcTEL2.539.012 $+89.057 $
+3,6 %
2.449.955 $+567.598 $
+30,2 %
1.882.357 $+305.226 $
+19,4 %
CHEVRON CORPCVX2.229.453 $-122.725 $
-5,2 %
2.352.178 $+183.279 $
+8,5 %
2.168.899 $-365.043 $
-14,4 %
EXXON MOBIL CORPXOM2.324.247 $+168.805 $
+7,8 %
2.155.442 $+94.629 $
+4,6 %
2.060.813 $-212.772 $
-9,4 %
LINCOLN NATIONAL CORPLNC1.754.571 $+199.688 $
+12,8 %
1.554.883 $+220.915 $
+16,6 %
1.333.968 $-50.506 $
-3,6 %
ON SEMICONDUCTOR CORPON1.714.389 $+153.234 $
+9,8 %
1.561.155 $-98.146 $
-5,9 %
1.659.301 $+371.056 $
+28,8 %
BANK OF NOVA SCOTIABNS1.418.533 $+200.915 $
+16,5 %
1.217.618 $+176.663 $
+17,0 %
1.040.955 $+147.658 $
+16,5 %
MCDONALDS CORPMCD1.316.654 $+7.496 $
+0,6 %
1.309.158 $+50.490 $
+4,0 %
1.258.668 $-87.022 $
-6,5 %
3M COMMM1.132.708 $+34.809 $
+3,2 %
1.097.899 $+20.801 $
+1,9 %
1.077.098 $+38.063 $
+3,7 %
CONOCOPHILLIPSCOP958.941 $-148.708 $
-13,4 %
1.107.649 $+56.794 $
+5,4 %
1.050.855 $-222.513 $
-17,5 %
UNITEDHEALTH GROUP INCUNH871.821 $-40.116 $
-4,4 %
911.937 $+88.024 $
+10,7 %
823.913 $-23.591.956 $
-96,6 %
Jazz Pharmaceuticals plcJAZZ708.900 $+153.099 $
+27,5 %
555.801 $+555.801 $
PFIZER INCPFE704.598 $+34.289 $
+5,1 %
670.309 $-30.418 $
-4,3 %
RTX CorpRTX694.169 $+60.825 $
+9,6 %
633.344 $+80.658 $
+14,6 %
552.686 $-29.913.114 $
-98,2 %
JOHNSON & JOHNSONJNJ680.452 $+70.791 $
+11,6 %
609.661 $+107.419 $
+21,4 %
502.242 $-43.040 $
-7,9 %
MAGNA INTERNATIONAL INCMGA496.063 $+87.458 $
+21,4 %
408.605 $+408.605 $
PROCTER & GAMBLE CoPG394.676 $-28.476 $
-6,7 %
423.152 $-15.615 $
-3,6 %
438.767 $-30.570 $
-6,5 %
EQUINOR ASAEQNR376.757 $-11.958 $
-3,1 %
388.715 $-13.449 $
-3,3 %
402.164 $-489.424 $
-54,9 %
EMERSON ELECTRIC COEMR387.277 $+4.494 $
+1,2 %
382.783 $-6.274 $
-1,6 %
389.057 $+69.127 $
+21,6 %
NATIONAL GRID PLCNGG386.286 $+50.115 $
+14,9 %
336.171 $-8.050 $
-2,3 %
344.221 $+40.709 $
+13,4 %
PERRIGO Co plcPRGO141.859 $-194.307 $
-57,8 %
336.166 $+336.166 $
Aon plcAON320.062 $-3.356 $
-1,0 %
323.418 $-1.974 $
-0,6 %
325.392 $-39.474 $
-10,8 %
ELI LILLY & CoLLY218.160 $+218.160 $
STRYKER CORPSYK201.470 $-14.148 $
-6,6 %
215.618 $+12.742 $
+6,3 %
5.129.203.977 $+221.690.967 $
+4,9 %
4.942.490.977 $+347.231.142 $
+10,8 %
4.636.576.692 $+415.161.113 $
+13,0 %
Erweitert ×