NATIXIS ADVISORS, L.P.

data from 30/09/2025

Capitalization

$ 68.531 B 8.73 %

Average holding period

23 ans

Performance

$ 67.376 T 997 551.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NATIXIS ADVISORS, L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP 4.85% 3.326 B $ 17825020 2012/12/31 493.533 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 4.74% 3.249 B $ 6273016 2011/12/31 125.848 M $ 4.13 %
2025/09/30 AAPL APPLE INC 3.44% 2.354 B $ 9245728 2011/12/31 386.223 M $ 24.11 %
2025/09/30 AMZN AMAZON.CO INC 2.86% 1.958 B $ 8917959 2011/12/31 1.536 M $ 0.08 %
2025/09/30 META META PLATFORMS INC 2.21% 1.511 B $ 2058115 2012/06/30 -7.372 M $ -0.50 %
2025/09/30 GOOGL ALPHABET INC 1.98% 1.359 B $ 5588838 2015/09/30 366.641 M $ 37.94 %
2025/09/30 AVGO BROADCO INC 1.78% 1.219 B $ 3694391 2018/06/30 193.214 M $ 19.68 %
2025/09/30 VO VANGUARD BD INDEX 1.32% 905.281 M $ 3081911 2015/12/31 38.411 M $ 4.97 %
2025/09/30 GOOG ALPHABET INC 1.28% 877.732 M $ 3603909 2015/09/30 225.100 M $ 37.30 %
2025/09/30 V VISA INC-CLASS A SHRS 1.24% 852.222 M $ 2496402 2011/12/31 -33.677 M $ -3.85 %
2025/09/30 TSLA TESLA INC 1.16% 794.511 M $ 1786543 2020/12/31 216.664 M $ 40.00 %
2025/09/30 SCZ ISHARES 1.08% 739.657 M $ 9640990 2013/03/31 40.992 M $ 5.56 %
2025/09/30 JPM JPMORGAN CHASE and CO CO 1.05% 720.848 M $ 2285288 2011/12/31 59.649 M $ 8.80 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.00% 686.688 M $ 2458691 2011/12/31 129.433 M $ 23.31 %
2025/09/30 VOO VANGUARD BD INDEX 0.99% 678.348 M $ 1107724 2017/09/30 44.414 M $ 7.81 %
2025/09/30 NFLX NETFLIX.CO INC 0.97% 666.698 M $ 556082 2017/06/30 -79.469 M $ -10.47 %
2025/09/30 ORCL ORACLE CORP 0.93% 637.336 M $ 2266164 2011/12/31 143.567 M $ 28.64 %
2025/09/30 VTWO VANGUARD BD INDEX 0.80% 545.823 M $ 5579871 2022/06/30 76.805 M $ 12.15 %
2025/09/30 LLY LILLY ELI and CO CO 0.78% 534.605 M $ 700662 2011/12/31 -10.448 M $ -2.12 %
2025/09/30 XOM EXXON MOBIL CORP 0.64% 438.629 M $ 3890284 2011/12/31 17.583 M $ 4.59 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.62% 427.645 M $ 850627 2011/12/31 13.887 M $ 3.49 %
2025/09/30 LIN LINDE PLC SHS 0.61% 417.608 M $ 879175 2023/03/31 4.756 M $ 1.24 %
2025/09/30 APH AMPHENOL CORP 0.61% 417.018 M $ 3369846 2011/12/31 76.532 M $ 25.32 %
2025/09/30 MA MASTERCARD INCORPORATED CO 0.59% 400.942 M $ 704878 2011/12/31 4.649 M $ 1.22 %
2025/09/30 HD HOME DEPOT INC CO 0.55% 376.589 M $ 929414 2011/12/31 34.211 M $ 10.51 %
2025/09/30 BAC BANK AMERICA CORP 0.52% 359.019 M $ 6959083 2011/12/31 27.472 M $ 9.02 %
2025/09/30 BA BOEING CO 0.50% 342.618 M $ 1587442 2011/12/31 10.419 M $ 3.01 %
2025/09/30 GE GE AEROSPACE 0.48% 330.894 M $ 1099973 2021/09/30 43.610 M $ 16.87 %
2025/09/30 GS GOLDMAN SACHS GROUP INC CO 0.47% 325.108 M $ 408248 2011/12/31 37.391 M $ 12.52 %
2025/09/30 PG PROCTER and GAMBLE CO CO 0.47% 320.926 M $ 2088685 2011/12/31 -11.245 M $ -3.56 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE INC CO 0.46% 312.588 M $ 1855344 2013/12/31 -26.910 M $ -8.17 %
2025/09/30 ETN EATON CORP PLC SHS 0.44% 302.886 M $ 809312 2012/12/31 14.118 M $ 4.83 %
2025/09/30 ABBV ABBVIE INC 0.44% 300.350 M $ 1297185 2013/03/31 59.777 M $ 24.74 %
2025/09/30 WFC WELLS FARGO and CO CO 0.43% 291.935 M $ 3482885 2011/12/31 12.370 M $ 4.62 %
2025/09/30 NOW SERVICENOW INC CO 0.41% 282.635 M $ 307119 2019/12/31 -36.347 M $ -10.49 %
2025/09/30 JNJ JOHNSON and JOHNSON CO 0.41% 278.989 M $ 1504636 2011/12/31 42.699 M $ 21.39 %
2025/09/30 MCD MCDONALDS CORP CO 0.40% 277.507 M $ 913180 2011/12/31 9.885 M $ 4.01 %
2025/09/30 VSS VANGUARD BD INDEX 0.39% 265.180 M $ 1860261 2018/06/30 17.544 M $ 6.07 %
2025/09/30 COST COSTCO WHSL CORP CO 0.39% 264.885 M $ 286167 2011/12/31 -19.718 M $ -6.50 %
2025/09/30 WMT WALMART INC CO 0.37% 255.009 M $ 2474377 2011/12/31 12.199 M $ 5.40 %
2025/09/30 UNH UNITEDHEALTH GROUP INC CO 0.37% 253.726 M $ 734798 2011/12/31 14.421 M $ 10.68 %
2025/09/30 DFIS DIMENSIONAL 0.37% 252.668 M $ 7988238 2024/06/30 163.128 K $ 6.00 %
2025/09/30 MDT MEDTRONIC PLC SHS 0.36% 249.317 M $ 2617776 2015/03/31 19.184 M $ 9.26 %
2025/09/30 CSCO CISCO SYS INC CO 0.36% 246.799 M $ 3607105 2011/12/31 -3.311 M $ -1.38 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.36% 244.736 M $ 2506765 2011/12/31 -24.498 M $ -9.11 %
2025/09/30 ADI ANALOG DEVICES INC 0.35% 240.480 M $ 978755 2011/12/31 7.507 M $ 3.23 %
2025/09/30 RTX RTX CORPORATION CO 0.35% 239.892 M $ 1433648 2020/06/30 31.110 M $ 14.59 %
2025/09/30 DIS THE WALT DISNEY CO 0.35% 237.188 M $ 2071507 2011/12/31 -20.699 M $ -7.67 %
2025/09/30 ABT ABBOTT LABS 0.35% 236.987 M $ 1769356 2011/12/31 -3.581 M $ -1.52 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC CO 0.34% 235.532 M $ 1291151 2024/06/30 51.703 M $ 33.82 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.34% 233.987 M $ 482430 2011/12/31 32.336 M $ 19.62 %
2025/09/30 KO COCA COLA CO CO 0.34% 233.315 M $ 3518019 2011/12/31 -15.566 M $ -6.26 %
2025/09/30 CRM SALESFORCE.CO INC 0.34% 232.539 M $ 981178 2011/12/31 -34.710 M $ -13.09 %
2025/09/30 PM PHILIP MORRIS INTL INC CO 0.34% 230.334 M $ 1420056 2011/12/31 -28.904 M $ -10.94 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.33% 227.037 M $ 683515 2011/12/31 8.888 M $ 4.13 %
2025/09/30 QCOM QUALCOM INC 0.33% 226.983 M $ 1364408 2011/12/31 9.237 M $ 4.46 %
2025/09/30 ANET ARISTA NETWORKS INC 0.33% 226.893 M $ 1557154 2024/12/31 68.084 M $ 42.42 %
2025/09/30 CVX CHEVRON CORP 0.33% 224.503 M $ 1445704 2011/12/31 13.439 M $ 8.45 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC CO 0.33% 224.167 M $ 2079284 2016/03/31 37.666 M $ 19.62 %
2025/09/30 SHOP SHOPIFY INC - CLASS A 0.32% 219.802 M $ 1479047 2018/06/30 47.648 M $ 28.83 %
2025/09/30 EFA ISHARES 0.32% 218.652 M $ 2341777 2011/12/31 5.528 M $ 4.45 %
2025/09/30 CB CHUBB LIMITED CO 0.31% 211.840 M $ 750539 2015/12/31 -5.406 M $ -2.58 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.31% 211.249 M $ 472350 2018/06/30 -53.307 M $ -17.70 %
2025/09/30 MUFG MITSUBISHI UFJ FINL GROUP INC 0.31% 211.061 M $ 13240940 2011/12/31 25.579 M $ 16.18 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.31% 210.387 M $ 537194 2011/12/31 -28.951 M $ -12.03 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.30% 207.915 M $ 1285093 2018/06/30 22.651 M $ 14.02 %
2025/09/30 TJX TJX COS INC CO 0.30% 207.107 M $ 1432867 2011/12/31 30.600 M $ 17.05 %
2025/09/30 BCS BARCLAYS 0.30% 204.357 M $ 9886650 2011/12/31 19.421 M $ 11.19 %
2025/09/30 CBRE CBRE GROUP INC 0.30% 203.063 M $ 1288799 2013/06/30 21.421 M $ 12.45 %
2025/09/30 AMAT APPLIED MATLS INC 0.29% 196.015 M $ 957386 2011/12/31 20.350 M $ 11.84 %
2025/09/30 SPLG SPDR SERIES TRUST 0.28% 193.900 M $ 2475110 2023/09/30 17.497 M $ 7.77 %
2025/09/30 MRK MERCK and CO INC CO 0.28% 193.900 M $ 2310247 2011/12/31 9.250 M $ 6.03 %
2025/09/30 ASML ASML HOLDING N V N Y REGISTRY SHS 0.28% 191.922 M $ 198248 2012/12/31 33.252 M $ 20.80 %
2025/09/30 SCHW SCHWAB CHARLES CORP CO 0.28% 190.453 M $ 1994892 2011/12/31 8.487 M $ 4.64 %
2025/09/30 C CITIGROUP INC CO 0.28% 190.399 M $ 1875843 2011/12/31 30.405 M $ 19.24 %
2025/09/30 COP CONOCOPHILLIPS CO 0.28% 188.842 M $ 1996426 2011/12/31 8.905 M $ 5.40 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS CO 0.27% 185.342 M $ 656869 2011/12/31 -8.383 M $ -4.28 %
2025/09/30 INTU INTUIT CO 0.27% 184.642 M $ 270375 2011/12/31 -31.404 M $ -13.30 %
2025/09/30 PGR PROGRESSIVE CORP CO 0.27% 184.394 M $ 746684 2012/12/31 -15.422 M $ -7.46 %
2025/09/30 NWG NATWEST GROUP PLC 0.27% 182.611 M $ 12905394 2022/09/30 0.000 $ 0.00 %
2025/09/30 MDLZ MONDELEZ INTL INC CO 0.26% 178.588 M $ 2858794 2012/12/31 -13.819 M $ -7.37 %
2025/09/30 BLK BLACKROCK INC 0.26% 177.749 M $ 152461 2024/12/31 14.695 M $ 11.11 %
2025/09/30 ACGL ARCH CAP GROUP LTD ORD 0.26% 177.016 M $ 1951019 2017/09/30 -570.271 K $ -0.35 %
2025/09/30 HDB HDFC BANK LTD 0.25% 170.759 M $ 4998806 2011/12/31 -101.660 M $ -55.45 %
2025/09/30 MS MORGAN STANLEY CO 0.24% 167.725 M $ 1055139 2011/12/31 19.523 M $ 12.85 %
2025/09/30 ADSK AUTODESK INC 0.24% 166.871 M $ 525298 2011/12/31 4.043 M $ 2.62 %
2025/09/30 ROST ROSS STORES INC CO 0.24% 166.267 M $ 1091062 2011/12/31 21.898 M $ 19.45 %
2025/09/30 BTI BRITISH AMERN TOB PLC 0.24% 164.644 M $ 3101802 2011/12/31 17.398 M $ 12.15 %
2025/09/30 IWR ISHARES 0.24% 162.168 M $ 1679622 2018/12/31 7.469 M $ 4.98 %
2025/09/30 AZN ASTRAZENECA PLC 0.24% 161.142 M $ 2100390 2011/12/31 12.571 M $ 9.79 %
2025/09/30 GEV GE VERNOVA INC CO 0.23% 160.135 M $ 260425 2024/06/30 22.769 M $ 16.21 %
2025/09/30 MMC MARSH & MCLENNAN COS INC CO 0.23% 159.097 M $ 789444 2011/12/31 -13.859 M $ -7.83 %
2025/09/30 DE DEERE & CO 0.23% 156.754 M $ 342813 2016/09/30 -17.784 M $ -10.07 %
2025/09/30 URI UNITED RENTALS INC CO 0.23% 155.929 M $ 163334 2011/12/31 31.196 M $ 26.71 %
2025/09/30 SONY SONY GROUP CORP 0.23% 155.430 M $ 5398748 2014/03/31 15.499 M $ 10.60 %
2025/09/30 CAT CATERPILLAR INC 0.23% 154.463 M $ 323720 2011/12/31 22.633 M $ 22.91 %
2025/09/30 LOW LOWES COS INC CO 0.22% 153.258 M $ 609837 2011/12/31 16.568 M $ 13.27 %
2025/09/30 MCK MCKESSON CORP CO 0.22% 152.580 M $ 197504 2011/12/31 7.999 M $ 5.43 %
2025/09/30 UBS UBS GROUP AG SHS 0.22% 150.152 M $ 3662233 2014/12/31 21.620 M $ 21.23 %
2025/09/30 SNY SANOFI SA 0.21% 146.952 M $ 3113381 2011/12/31 -3.092 M $ -2.30 %