StockDriftsStockDriftsTop 31 Exane Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UBS | UBS GROUP AG | 13.62% | 1.88M | $66.7M | +183.02%(+1.22M) | $38.13(+21.39%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 7.85% | 836.6K | $38.4M | +48.09%(+271.70K) | $43.13(-6.23%) | 2026-03-31 | |
| FER | FERROVIAL SE | 7.19% | 551.4K | $35.2M | -14.17%(-91.02K) | $55.98(+21.29%) | 2026-03-31 | |
| META | FACEBOOK INC | 6.92% | 51.4K | $33.9M | new | $616.11(+0.08%) | 2026-03-31 | |
| CRH | CRH PLC | 6.9% | 279.1K | $33.8M | -70.72%(-674.34K) | $99.63(+9.15%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 6.38% | 130.2K | $31.2M | +70.86%(+53.99K) | $214.21(+26.10%) | 2026-03-31 | |
| LIN | LINDE PLC | 5.99% | 51.4K | $29.3M | -1.34%(-699) | $450.60(+13.91%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY SA | 5.81% | 50.9K | $28.4M | +364.93%(+39.98K) | $520.96(-17.29%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 5.41% | 527.5K | $26.4M | new | $55.05(-7.68%) | 2026-03-31 | |
| DASH | DOORDASH INC | 4.54% | 128.5K | $22.2M | +222.57%(+88.68K) | $207.20(-28.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.42% | +34.64% |
| Top 20 Holdings Unweighted | +10.86% | +36.24% |
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