Unigestion Holding SA

data from 31/03/2025

Capitalization

$ 1.704 B -1.94 %

Average holding period

9 ans

Performance

$ 1.566 B 60.18 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Unigestion Holding SA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/03/31 AAPL APPLE INC 4.18% 71.146 M $ 320418 2020/03/31 -7.736 M $ -11.30 %
2025/03/31 CSCO CISCO SYS INC 3.62% 61.594 M $ 998608 2020/03/31 1.981 M $ 4.24 %
2025/03/31 MA MASTERCARD INCORPORATED 3.45% 58.736 M $ 107210 2020/03/31 2.355 M $ 4.09 %
2025/03/31 MSFT MICROSOFT CORP 3.36% 57.165 M $ 152502 2020/03/31 -7.249 M $ -10.95 %
2025/03/31 V VISA INC 3.34% 56.918 M $ 162459 2020/03/31 5.656 M $ 10.89 %
2025/03/31 MMC MARSH & MCLENNAN COS INC 2.77% 47.214 M $ 193484 2020/03/31 6.294 M $ 14.89 %
2025/03/31 ADP AUTOMATIC DATA PROCESSING IN 2.73% 46.521 M $ 152292 2021/03/31 2.034 M $ 4.37 %
2025/03/31 KO COCA COLA CO 2.56% 43.643 M $ 609373 2022/06/30 5.540 M $ 15.03 %
2025/03/31 PAYX PAYCHEX INC 2.55% 43.436 M $ 281761 2022/06/30 3.528 M $ 10.03 %
2025/03/31 MSI MOTOROLA SOLUTIONS INC 2.53% 43.102 M $ 98463 2022/09/30 -2.348 M $ -5.28 %
2025/03/31 ABC CENCORA INC 2.50% 42.619 M $ 153290 2022/06/30 0.000 $ 0.00 %
2025/03/31 TMUS T-MOBILE US INC 2.48% 42.299 M $ 158703 2023/12/31 6.185 M $ 20.83 %
2025/03/31 TJX TJX COS INC NEW 2.11% 35.934 M $ 295171 2024/09/30 214.128 K $ 0.82 %
2025/03/31 RSG REPUBLIC SVCS INC 1.96% 33.408 M $ 137959 2022/06/30 5.681 M $ 20.37 %
2025/03/31 IBM INTERNATIONAL BUSINESS MACHS 1.69% 28.838 M $ 115974 2022/03/31 3.607 M $ 13.11 %
2025/03/31 NTAP NETAPP INC 1.67% 28.392 M $ 323266 2020/03/31 -8.572 M $ -24.34 %
2025/03/31 EOG EOG RES INC 1.63% 27.809 M $ 216850 2023/12/31 998.327 K $ 4.62 %
2025/03/31 APH AMPHENOL CORP NEW 1.63% 27.728 M $ 422748 2022/06/30 -1.825 M $ -5.56 %
2025/03/31 CME CME GROUP INC 1.58% 26.971 M $ 101716 2022/12/31 3.203 M $ 14.24 %
2025/03/31 HIG HARTFORD FINL SVCS GROUP INC 1.54% 26.213 M $ 211858 2023/03/31 2.955 M $ 13.10 %
2025/03/31 WM WASTE MGMT INC DEL 1.47% 25.122 M $ 108545 2021/12/31 3.737 M $ 14.74 %
2025/03/31 RY ROYAL BK CDA 1.39% 23.705 M $ 210566 2020/03/31 -1.103 M $ -6.47 %
2025/03/31 META META PLATFORMS INC 1.33% 22.665 M $ 39334 2020/06/30 -57.434 K $ -1.56 %
2025/03/31 CNQ CANADIAN NAT RES LTD 1.25% 21.329 M $ 693037 2023/12/31 -40.665 K $ -0.23 %
2025/03/31 SLF SUN LIFE FINANCIAL INC. 1.17% 19.990 M $ 349270 2024/03/31 -503.694 K $ -3.51 %
2025/03/31 JNJ JOHNSON & JOHNSON 1.13% 19.232 M $ 115969 2021/06/30 5.717 M $ 14.67 %
2025/03/31 BKNG BOOKING HOLDINGS INC 1.11% 18.862 M $ 4100 2024/09/30 -57.480 K $ -7.28 %
2025/03/31 PG PROCTER AND GAMBLE CO 1.11% 18.855 M $ 110638 2020/03/31 714.358 K $ 1.65 %
2025/03/31 KMB KIMBERLY-CLARK CORP 1.07% 18.145 M $ 127623 2020/03/31 1.319 M $ 8.53 %
2025/03/31 CBOE CBOE GLOBAL MKTS INC 1.00% 16.999 M $ 75244 2020/03/31 1.746 M $ 15.81 %
2025/03/31 ORLY OREILLY AUTOMOTIVE INC 0.91% 15.470 M $ 10799 2021/12/31 2.845 M $ 20.81 %
2025/03/31 NFLX NETFLIX INC 0.90% 15.256 M $ 16364 2025/03/31 0.000 $ 0.00 %
2025/03/31 GWW GRAINGER W W INC 0.89% 15.154 M $ 15359 2023/12/31 -55.161 K $ -6.28 %
2025/03/31 PGR PROGRESSIVE CORP 0.88% 14.987 M $ 52957 2025/03/31 0.000 $ 0.00 %
2025/03/31 VZ VERIZON COMMUNICATIONS INC 0.87% 14.781 M $ 325856 2020/03/31 4.219 M $ 13.43 %
2025/03/31 IT GARTNER INC 0.86% 14.664 M $ 34975 2021/12/31 -3.134 M $ -13.36 %
2025/03/31 HD HOME DEPOT INC 0.81% 13.823 M $ 37723 2020/03/31 -1.237 M $ -5.78 %
2025/03/31 PKG PACKAGING CORP AMER 0.80% 13.584 M $ 68653 2021/09/30 -1.650 M $ -12.05 %
2025/03/31 CDW CDW CORP 0.78% 13.263 M $ 82799 2022/12/31 -1.958 M $ -7.92 %
2025/03/31 VRSK VERISK ANALYTICS INC 0.78% 13.204 M $ 44385 2022/03/31 2.212 M $ 8.06 %
2025/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.77% 13.197 M $ 24779 2020/12/31 2.416 M $ 17.49 %
2025/03/31 NVDA NVIDIA CORPORATION 0.76% 13.024 M $ 120167 2020/12/31 -2.020 M $ -19.29 %
2025/03/31 COP CONOCOPHILLIPS 0.75% 12.842 M $ 122290 2023/12/31 1.087 M $ 5.90 %
2025/03/31 ITW ILLINOIS TOOL WKS INC 0.74% 12.646 M $ 50991 2022/03/31 -676.495 K $ -2.19 %
2025/03/31 COST COSTCO WHSL CORP NEW 0.74% 12.590 M $ 13315 2020/03/31 21.955 K $ 3.22 %
2025/03/31 CL COLGATE PALMOLIVE CO 0.69% 11.737 M $ 125265 2020/03/31 874.754 K $ 3.07 %
2025/03/31 AZO AUTOZONE INC 0.67% 11.423 M $ 2996 2020/03/31 3.568 M $ 19.08 %
2025/03/31 MCD MCDONALDS CORP 0.67% 11.361 M $ 36390 2022/06/30 2.141 M $ 7.75 %
2025/03/31 WMT WALMART INC 0.66% 11.264 M $ 128301 2020/03/31 -148.961 K $ -2.83 %
2025/03/31 ENB ENBRIDGE INC 0.66% 11.250 M $ 254677 2024/12/31 474.888 K $ 4.44 %
2025/03/31 CHD CHURCH & DWIGHT CO INC 0.65% 11.048 M $ 100412 2020/03/31 769.770 K $ 5.14 %
2025/03/31 CAH CARDINAL HEALTH INC 0.64% 10.876 M $ 78946 2022/12/31 906.945 K $ 16.49 %
2025/03/31 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.63% 10.760 M $ 140658 2023/12/31 -3.239 K $ -0.52 %
2025/03/31 ED CONSOLIDATED EDISON INC 0.61% 10.430 M $ 94325 2022/09/30 5.668 M $ 23.94 %
2025/03/31 MFC MANULIFE FINL CORP 0.61% 10.318 M $ 331084 2024/09/30 81.656 K $ 1.43 %
2025/03/31 T AT&T INC 0.60% 10.201 M $ 360717 2025/03/31 0.000 $ 0.00 %
2025/03/31 SRE SEMPRA 0.60% 10.169 M $ 142569 2022/03/31 -5.438 M $ -18.65 %
2025/03/31 CMCSA COMCAST CORP NEW 0.51% 8.751 M $ 237163 2020/03/31 -131.731 K $ -1.68 %
2025/03/31 GOOGL ALPHABET INC 0.51% 8.619 M $ 55735 2020/12/31 -3.102 M $ -18.31 %
2025/03/31 AMZN AMAZON COM INC 0.48% 8.214 M $ 43172 2020/09/30 -621.051 K $ -13.28 %
2025/03/31 SSNC SS&C TECHNOLOGIES HLDGS INC 0.47% 7.964 M $ 95341 2024/09/30 76.833 K $ 10.23 %
2025/03/31 CTAS CINTAS CORP 0.46% 7.859 M $ 38236 2023/03/31 996.164 K $ 12.50 %
2025/03/31 GDDY GODADDY INC 0.44% 7.559 M $ 41987 2025/03/31 0.000 $ 0.00 %
2025/03/31 PEP PEPSICO INC 0.43% 7.390 M $ 49287 2020/03/31 -277.777 K $ -1.39 %
2025/03/31 NVR NVR INC 0.43% 7.295 M $ 1007 2023/03/31 -1.026 M $ -11.43 %
2025/03/31 BNS BANK NOVA SCOTIA HALIFAX 0.39% 6.634 M $ 139887 2020/03/31 -997.109 K $ -11.73 %
2025/03/31 EBAY EBAY INC. 0.35% 5.877 M $ 86769 2024/12/31 346.800 K $ 9.33 %
2025/03/31 SPG SIMON PPTY GROUP INC NEW 0.33% 5.633 M $ 33918 2024/09/30 -231.677 K $ -3.56 %
2025/03/31 GIB CGI INC 0.32% 5.489 M $ 54979 2022/06/30 -350.835 K $ -8.68 %
2025/03/31 BR BROADRIDGE FINL SOLUTIONS IN 0.32% 5.482 M $ 22611 2022/09/30 373.530 K $ 7.24 %
2025/03/31 QCOM QUALCOMM INC 0.31% 5.345 M $ 34795 2020/03/31 -771.000 $ -0.01 %
2025/03/31 AMGN AMGEN INC 0.31% 5.321 M $ 17079 2020/03/31 955.631 K $ 19.53 %
2025/03/31 MCO MOODYS CORP 0.31% 5.222 M $ 11214 2021/12/31 -56.017 K $ -1.62 %
2025/03/31 CNI CANADIAN NATL RY CO 0.31% 5.217 M $ 53597 2022/12/31 -591.040 K $ -4.00 %
2025/03/31 ABBV ABBVIE INC 0.30% 5.184 M $ 24740 2020/09/30 1.773 M $ 17.91 %
2025/03/31 CM CANADIAN IMPERIAL BK COMM 0.30% 5.101 M $ 90658 2020/03/31 -624.794 K $ -10.98 %
2025/03/31 MDLZ MONDELEZ INTL INC 0.30% 5.062 M $ 74602 2022/06/30 679.173 K $ 13.59 %
2025/03/31 MRK MERCK & CO INC 0.29% 4.936 M $ 54996 2020/03/31 -235.398 K $ -9.77 %
2025/03/31 EXPD EXPEDITORS INTL WASH INC 0.28% 4.715 M $ 39229 2020/03/31 772.894 K $ 8.56 %
2025/03/31 MCK MCKESSON CORP 0.28% 4.711 M $ 7000 2022/06/30 1.523 M $ 18.09 %
2025/03/31 FFIV F5 INC 0.27% 4.558 M $ 17118 2024/09/30 35.919 K $ 5.89 %
2025/03/31 KR KROGER CO 0.26% 4.495 M $ 66406 2023/12/31 332.480 K $ 10.70 %
2025/03/31 KDP KEURIG DR PEPPER INC 0.26% 4.415 M $ 129016 2022/12/31 193.386 K $ 6.54 %
2025/03/31 AVY AVERY DENNISON CORP 0.26% 4.404 M $ 24746 2024/03/31 -387.101 K $ -4.90 %
2025/03/31 GOOG ALPHABET INC 0.26% 4.377 M $ 28016 2022/12/31 -175.394 K $ -17.96 %
2025/03/31 GILD GILEAD SCIENCES INC 0.25% 4.325 M $ 38596 2025/03/31 0.000 $ 0.00 %
2025/03/31 AMP AMERIPRISE FINL INC 0.24% 4.172 M $ 8617 2022/12/31 -165.447 K $ -9.08 %
2025/03/31 AVGO BROADCOM INC 0.24% 4.094 M $ 24450 2020/09/30 -1.082 M $ -27.78 %
2025/03/31 SHW SHERWIN WILLIAMS CO 0.22% 3.830 M $ 10968 2024/12/31 22.223 K $ 2.72 %
2025/03/31 PH PARKER-HANNIFIN CORP 0.22% 3.677 M $ 6049 2024/09/30 -69.125 K $ -4.43 %
2025/03/31 LRCX LAM RESEARCH CORP 0.21% 3.557 M $ 48928 2025/03/31 0.000 $ 0.00 %
2025/03/31 AOS SMITH A O CORP 0.21% 3.509 M $ 53685 2020/03/31 -307.717 K $ -4.18 %
2025/03/31 PFG PRINCIPAL FINANCIAL GROUP IN 0.20% 3.472 M $ 41155 2024/09/30 316.847 K $ 8.99 %
2025/03/31 SNA SNAP ON INC 0.20% 3.331 M $ 9883 2023/12/31 -81.196 K $ -0.73 %
2025/03/31 LLY ELI LILLY & CO 0.19% 3.314 M $ 4012 2020/03/31 83.722 K $ 6.98 %
2025/03/31 INTU INTUIT 0.18% 3.002 M $ 4890 2024/09/30 -35.273 K $ -2.31 %
2025/03/31 TSLA TESLA INC 0.17% 2.943 M $ 11356 2022/09/30 -679.706 K $ -35.83 %
2025/03/31 OC OWENS CORNING NEW 0.17% 2.921 M $ 20450 2025/03/31 0.000 $ 0.00 %
2025/03/31 HPQ HP INC 0.16% 2.769 M $ 100000 2025/03/31 0.000 $ 0.00 %
2025/03/31 REG REGENCY CTRS CORP 0.16% 2.677 M $ 36294 2024/09/30 -2.829 K $ -0.23 %