AXA S.A.
AXA S.A.
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
73
Market Value
$240.7M
Portfolio Analysis
AIPreviewI. Institutional Overview
As of the first quarter of 2026, the institutional investment landscape has witnessed a significant strategic pivot by AXA S.A., a global leader in insurance and asset management. With a reported portfolio market value of approximately $240.68 million, the institution’s latest 13F filing reveals a sophisticated narrative of capital reallocation, risk...
The psychological portrait of AXA S.A. this quarter is one of "calculated opportunism." While the total number of stocks remains relatively moderate at 73—suggesting a balance between broad market exposure and selective stock picking—the internal weight distribution tells a different story. The institution has moved away from a "passive-leaning" allocation...
Analyzing the scale trend, the portfolio value of $240.68 million serves as a baseline for a firm that is clearly in a state of active management. Rather than simply riding the wave of market indices, AXA S.A. has engaged in a rigorous "portfolio slimming" and "capital recycling" exercise. By exiting eight positions entirely and significantly reducing...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$BABA
Alibaba Group Holding Limited
23.0%
% of Portfolio
$ETF-SPY
SPDR S&P 500 ETF Trust
17.2%
% of Portfolio
$ETF-IEMG
iShares Core MSCI Emerging Markets ETF
4.2%
% of Portfolio
$NVDA
NVIDIA Corporation
3.6%
% of Portfolio
$BRK.B
Berkshire Hathaway Inc.
3.6%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| BABA | 23.0% | - | - | - |
| ETF-SPY | 17.2% | 21.9% | 22.7% | - |
| ETF-IEMG | 4.2% | 4.9% | 5.1% | - |
| NVDA | 3.6% | 5.0% | 6.0% | 6.5% |
| BRK.B | 3.6% | 4.3% | 3.9% | - |
| MSFT | 3.1% | 4.9% | 6.1% | 5.9% |
| AAPL | 2.9% | 3.9% | 4.2% | 3.8% |
| AMZN | 2.5% | 3.7% | 3.8% | 3.8% |
| TSM | 2.3% | - | - | - |
| GOOG | 1.9% | 3.1% | - | 1.5% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$BABA
23.0%
$ETF-SPY
17.2%
$ETF-IEMG
4.2%
$NVDA
3.6%
$BRK.B
3.6%
$MSFT
3.1%
$AAPL
2.9%
$AMZN
2.5%
$TSM
2.3%
$GOOG
1.9%
$GOOGL
1.8%
$LFT
1.6%
$RACE
1.5%
$KO
1.4%
$META
1.3%
$STLA
1.2%
$AVGO
1.0%
$V
1.0%
$BAC
0.7%
$LLY
0.6%
$AMD
0.6%
$NFLX
0.6%
$NEE
0.6%
$ETN
0.6%
$MS
0.5%
$MNST
0.5%
$ADSK
0.5%
$CIEN
0.5%
$COR
0.5%
$COST
0.5%
$MLM
0.5%
$UBER
0.5%
$EOG
0.5%
$CLH
0.5%
$MU
0.5%
$TJX
0.5%
$MRK
0.5%
$AXP
0.4%
$RCL
0.4%
$BSX
0.4%
$CRUS
0.4%
$TSLA
0.4%
$ADBE
0.4%
$ENSG
0.3%
$TMO
0.3%
$IR
0.3%
$ORLY
0.3%
$NBIX
0.3%
$PGR
0.3%
$PLNT
0.3%