TODD ASSET MANAGEMENT LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$5.1B

Holdings

175

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (175 positions)

StockValue
TEVATEVA PHARMACEUTICAL INDS LTD
$117.0M
SANBANCO SANTANDER SA
$88.0M
RIORIO TINTO PLC
$86.0M
VALEVALE S A
$81.0M
CBCHUBB LIMITED
$80.0M
BCSBARCLAYS PLC
$79.0M
JPMJPMORGAN CHASE & CO.
$78.0M
QCOMQUALCOMM INC
$77.0M
INGING GROEP N.V.
$76.0M
JBLJABIL INC
$76.0M
AERAERCAP HOLDINGS NV
$75.0M
NWGNATWEST GROUP PLC
$73.0M
TTETOTALENERGIES SE
$72.0M
MDTMEDTRONIC PLC
$72.0M
GILDGILEAD SCIENCES INC
$71.0M
SHELSHELL PLC
$70.0M
AVGOBROADCOM INC
$68.0M
DWDMORGAN STANLEY
$66.0M
BKNGBOOKING HOLDINGS INC
$65.0M
KRKROGER CO
$64.0M
MUFGMITSUBISHI UFJ FINL GROUP IN
$63.0M
CSCOCISCO SYS INC
$62.0M
CMICUMMINS INC
$61.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$61.0M
NVSNNOVARTIS AG
$59.0M
RHCRH PLC
$57.0M
CFGCITIZENS FINL GROUP INC
$57.0M
PHPARKER-HANNIFIN CORP
$57.0M
GOOGLALPHABET INC
$55.0M
KLACKLA CORP
$54.0M
IXORIX CORP
$52.0M
HCAHCA HEALTHCARE INC
$52.0M
TPRTAPESTRY INC
$52.0M
URIUNITED RENTALS INC
$52.0M
ABBVABBVIE INC
$50.0M
NXPINXP SEMICONDUCTORS N V
$49.0M
BACBANK AMERICA CORP
$49.0M
AXPAMERICAN EXPRESS CO
$49.0M
VIPSVIPSHOP HLDGS LTD
$48.0M
FITBFIFTH THIRD BANCORP
$48.0M
FSLRFIRST SOLAR INC
$48.0M
BABAALIBABA GROUP HLDG LTD
$47.0M
TAT&T INC
$47.0M
KBIAKB FINL GROUP INC
$46.0M
MOALTRIA GROUP INC
$46.0M
BMTABRITISH AMERN TOB PLC
$45.0M
NTESNETEASE INC
$45.0M
MCKMCKESSON CORP
$45.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$44.0M
ITUBITAU UNIBANCO HLDG S A
$44.0M
MFCMANULIFE FINL CORP
$44.0M
DELLDELL TECHNOLOGIES INC
$43.0M
HIIHUNTINGTON INGALLS INDS INC
$42.0M
BKBANK NEW YORK MELLON CORP
$42.0M
BWABORGWARNER INC
$42.0M
AMGNAMGEN INC
$41.0M
IBMINTERNATIONAL BUSINESS MACHS
$41.0M
GENGEN DIGITAL INC
$41.0M
JJACOBS SOLUTIONS INC
$40.0M
NRANRG ENERGY INC
$40.0M
LIESUN LIFE FINANCIAL INC.
$40.0M
YUMCYUM CHINA HLDGS INC
$39.0M
A4SAMERIPRISE FINL INC
$38.0M
GEHCGE HEALTHCARE TECHNOLOGIES I
$38.0M
TXTTEXTRON INC
$37.0M
AKAMAKAMAI TECHNOLOGIES INC
$37.0M
DKSDICKS SPORTING GOODS INC
$36.0M
PBRPETROLEO BRASILEIRO SA PETRO
$36.0M
FTITECHNIPFMC PLC
$36.0M
ZTOZTO EXPRESS CAYMAN INC
$35.0M
MASMASCO CORP
$34.0M
PDDPDD HOLDINGS INC
$34.0M
APOAPOLLO GLOBAL MGMT INC
$34.0M
SNYSANOFI SA
$33.0M
EXPEEXPEDIA GROUP INC
$32.0M
GMGENERAL MTRS CO
$32.0M
OKEONEOK INC NEW
$31.0M
SRESEMPRA
$31.0M
FMSFRESENIUS MEDICAL CARE AG
$30.0M
SNNSMITH & NEPHEW PLC
$30.0M
HDBHDFC BANK LTD
$29.0M
UALUNITED AIRLS HLDGS INC
$28.0M
SYFSYNCHRONY FINANCIAL
$28.0M
TRVCCITIGROUP INC
$28.0M
DOXAMDOCS LTD
$28.0M
WFCWELLS FARGO CO NEW
$27.0M
INCYINCYTE CORP
$27.0M
RLRALPH LAUREN CORP
$27.0M
STTSTATE STR CORP
$27.0M
AIGAMERICAN INTL GROUP INC
$26.0M
TKOTKO GROUP HOLDINGS INC
$26.0M
APTVAPTIV PLC
$26.0M
ADBEADOBE INC
$25.0M
OMCOMNICOM GROUP INC
$25.0M
MGMMGM RESORTS INTERNATIONAL
$25.0M
CCKCROWN HLDGS INC
$24.0M
GLGLOBE LIFE INC
$24.0M
JDJD.COM INC
$24.0M
NTAPNETAPP INC
$22.0M
BBYBEST BUY INC
$21.0M
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