TODD ASSET MANAGEMENT LLC

CIK
0001071483
City
LOUISVILLE
State / Country
KY

Top Portfolio Positions

162 positions · $4,923,074,840 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SAN
Banco Santander, S.A.
7,630,413 $89,504,743 1.82%
RIO
Rio Tinto Plc
Basic Materials
1,084,815 $86,817,743 1.76%
VALE
Vale S.A.
Basic Materials
6,239,516 $81,300,893 1.65%
CB
Chubb Ltd
258,656 $80,731,710 1.64%
BCS
Barclays Plc
Financial Services
3,125,853 $79,552,958 1.62%
JPM
Jpmorgan Chase & Co
Financial Services
245,701 $79,169,775 1.61%
QCOM
Qualcomm Inc/De
Technology
458,430 $78,414,451 1.59%
ING
Ing Groep Nv
2,763,710 $77,383,880 1.57%
JBL
Jabil Inc
336,356 $76,695,894 1.56%
AER
AerCap Holdings N.V.
524,728 $75,434,896 1.53%

Portfolio Trend

24 quarters · across all stocks

Holdings in NTES

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $46,307,064 336,485
2025-09-30 $51,666,719 339,935
2025-06-30 $43,399,492 322,481
2025-03-31 $32,845,682 319,138
2024-12-31 $28,516,332 319,654
2024-09-30 $29,450,319 314,943
2024-06-30 $26,494,393 277,196
2024-03-31 $32,918,255 318,143
2023-12-31 $27,074,159 290,620
2023-09-30 $29,502,628 294,555
2023-06-30 $23,325,978 241,245
2023-03-31 $20,671,169 233,731
2022-12-31 $16,705,843 230,013
2022-09-30 $12,703,369 168,034
2022-06-30 $15,895,099 170,256
2022-03-31 $13,732,166 153,107
2021-12-31 $14,949,241 146,878
2021-09-30 $12,629,122 147,882
2021-06-30 $36,814,653 319,433
2021-03-31 $32,711,425 316,787
2020-12-31 $36,340,979 379,461
2020-09-30 $4,962,813 54,576
2020-06-30 $6,234,510 72,599
2020-03-31 $5,176,057 80,634