TODD ASSET MANAGEMENT LLC Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$4.2B

Holdings

167

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
SHELSHELL PLC
$88.9M
AZOAUTOZONE INC
$82.6M
TTENTOTALENERGIES SE
$76.6M
FISVFISERV INC
$76.2M
CBCHUBB LIMITED
$75.4M
PGRPROGRESSIVE CORP
$74.5M
QCOMQUALCOMM INC
$73.0M
OKEONEOK INC NEW
$69.7M
RIORIO TINTO PLC
$64.3M
APOAPOLLO GLOBAL MGMT INC
$61.7M
JPMJPMORGAN CHASE & CO.
$61.5M
SANBANCO SANTANDER S.A.
$59.0M
MASMASCO CORP
$58.3M
CFGCITIZENS FINL GROUP INC
$58.2M
JBLJABIL INC
$56.8M
DELLDELL TECHNOLOGIES INC
$56.3M
MUFGMITSUBISHI UFJ FINL GROUP IN
$55.0M
RHCRH PLC
$54.4M
INGING GROEP N.V.
$54.0M
AERAERCAP HOLDINGS NV
$53.1M
BCSBARCLAYS PLC
$53.0M
IBMINTERNATIONAL BUSINESS MACHS
$50.7M
MOALTRIA GROUP INC
$49.6M
NXPINXP SEMICONDUCTORS N V
$48.8M
A4SAMERIPRISE FINL INC
$48.8M
NWGNATWEST GROUP PLC
$48.4M
ABBVABBVIE INC
$48.4M
DWDMORGAN STANLEY
$45.1M
TEVATEVA PHARMACEUTICAL INDS LTD
$45.1M
BKNGBOOKING HOLDINGS INC
$45.0M
NVSNNOVARTIS AG
$44.2M
CMICUMMINS INC
$44.0M
HCAHCA HEALTHCARE INC
$43.4M
FITBFIFTH THIRD BANCORP
$42.7M
PBRPETROLEO BRASILEIRO SA PETRO
$42.4M
BABAALIBABA GROUP HLDG LTD
$41.7M
URIUNITED RENTALS INC
$41.7M
AVGOBROADCOM INC
$41.5M
AXPAMERICAN EXPRESS CO
$41.5M
PHPARKER-HANNIFIN CORP
$41.1M
AMGNAMGEN INC
$41.1M
TPRTAPESTRY INC
$39.9M
KRKROGER CO
$39.6M
DOXAMDOCS LTD
$39.0M
BACBANK AMERICA CORP
$38.9M
DKSDICKS SPORTING GOODS INC
$38.6M
SONYSONY GROUP CORP
$38.5M
EMNEASTMAN CHEM CO
$38.3M
MCKMCKESSON CORP
$38.3M
JJACOBS SOLUTIONS INC
$37.8M
SNYSANOFI
$36.5M
MFCMANULIFE FINL CORP
$36.5M
JDJD.COM INC
$36.2M
IXORIX CORP
$36.1M
LIESUN LIFE FINANCIAL INC.
$36.0M
ORCLORACLE CORP
$35.2M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$34.5M
SLBSCHLUMBERGER LTD
$33.9M
NTESNETEASE INC
$32.8M
GILDGILEAD SCIENCES INC
$32.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$32.4M
ITUBITAU UNIBANCO HLDG S A
$31.9M
GOOGLALPHABET INC
$31.7M
KLACKLA CORP
$31.5M
KBIAKB FINL GROUP INC
$31.2M
AIGAMERICAN INTL GROUP INC
$30.9M
BMTABRITISH AMERN TOB PLC
$30.7M
RTXRTX CORPORATION
$30.5M
BACVERIZON COMMUNICATIONS INC
$30.3M
PDDPDD HOLDINGS INC
$29.8M
FOXAFOX CORP
$29.6M
PSXPHILLIPS 66
$29.0M
VIPSVIPSHOP HLDGS LTD
$28.9M
BWABORGWARNER INC
$28.6M
TRGPTARGA RES CORP
$28.0M
VALEVALE S A
$27.9M
NFLXNETFLIX INC
$27.4M
ZTOZTO EXPRESS CAYMAN INC
$26.9M
SKAASKECHERS U S A INC
$25.9M
WFCWELLS FARGO CO NEW
$25.9M
GEHCGE HEALTHCARE TECHNOLOGIES I
$25.8M
HDBHDFC BANK LTD
$25.6M
GENGEN DIGITAL INC
$25.4M
IPGINTERPUBLIC GROUP COS INC
$25.1M
NRANRG ENERGY INC
$25.0M
AOSSMITH A O CORP
$24.5M
UNHUNITEDHEALTH GROUP INC
$24.4M
HDHOME DEPOT INC
$24.2M
RLRALPH LAUREN CORP
$23.8M
EXPEEXPEDIA GROUP INC
$23.7M
STTSTATE STR CORP
$23.4M
BBYBEST BUY INC
$23.4M
RCLROYAL CARIBBEAN GROUP
$23.3M
GMGENERAL MTRS CO
$22.8M
INCYINCYTE CORP
$22.4M
YUMCYUM CHINA HLDGS INC
$22.4M
BPBP PLC
$22.0M
HIIHUNTINGTON INGALLS INDS INC
$21.7M
AKAMAKAMAI TECHNOLOGIES INC
$21.7M
FSLRFIRST SOLAR INC
$20.3M
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