TODD ASSET MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1071483 · latest 13F-HR filed 2026-05-12

TODD ASSET MANAGEMENT LLC manages $5.11B in 13F-reported U.S. long-equity assets across 262 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TEVA (2.00%), CB (1.82%), TTE (1.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 24 new positions, exited 20, added to 56, and trimmed 62.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$5.11B

Long-equity book

Holdings

262

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+24 / −20 / ↑56 / ↓62

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MARATHON PETE CORP$35.6M +11542.4%
  • TOTALENERGIES SE$28.1M +38.6%
  • NXP SEMICONDUCTORS N V$27.5M +54.5%
  • HCA HEALTHCARE INC$26.1M +49.3%
  • SHELL PLC$25.7M +36.5%
Show all 56

Top Trims

  • BOOKING HOLDINGS INC-$31.0M -47.0%
  • QUALCOMM INC-$29.2M -37.2%
  • BARCLAYS PLC-$18.3M -23.0%
  • JABIL INC-$18.1M -23.6%
  • NATWEST GROUP PLC-$15.9M -21.4%
Show all 62

New Positions

  • BALL CORP$28.1M
  • MICRON TECHNOLOGY INC$27.3M
  • NEWMONT CORP$26.3M
  • TD SYNNEX CORPORATION$26.3M
  • SYSCO CORP$25.4M
Show all 24

Exited Positions

  • AT&T INC$47.8M
  • MASCO CORP$34.3M
  • EXPEDIA GROUP INC$32.4M
  • HDFC BANK LTD$29.5M
  • AMDOCS LTD$28.9M
Show all 20
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $102.1M 2.00% 3,388,642 SH
2 CHUBB LTD SWITZ CB H1467J104 $93.2M 1.82% 286,064 SH
3 TOTALENERGIES SE TTE F92124100 $93.2M 1.82% 1,024,120 SH
4 SHELL PLC SHEL 780259305 $88.6M 1.73% 952,897 SH
5 GILEAD SCIENCES INC GILD 375558103 $79.9M 1.56% 573,368 SH
6 HCA HEALTHCARE INC HCA 40412C101 $78.3M 1.53% 165,465 SH
7 VALE S A VALE 91912E105 $75.6M 1.48% 4,753,157 SH
8 MEDTRONIC PLC MDT G5960L103 $73.4M 1.44% 847,618 SH
9 ALPHABET INC GOOGL 02079K305 $73.4M 1.44% 255,139 SH
10 KROGER CO KR 501044101 $73.2M 1.43% 1,011,041 SH
11 RIO TINTO PLC RIO 767204100 $73.1M 1.43% 783,068 SH
12 NXP SEMICONDUCTORS N V NXPI N6596X109 $71.4M 1.40% 362,718 SH
13 BROADCOM INC AVGO 11135F101 $67.2M 1.31% 217,128 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $65.1M 1.27% 221,310 SH
15 CUMMINS INC CMI 231021106 $64.8M 1.27% 120,374 SH
16 BANCO SANTANDER SA SAN 05964H105 $62.4M 1.22% 5,527,800 SH
17 CISCO SYS INC CSCO 17275R102 $61.9M 1.21% 797,550 SH
18 MORGAN STANLEY MS 617446448 $61.0M 1.19% 370,585 SH
19 ING GROEP N.V. ING 456837103 $60.2M 1.18% 2,311,889 SH
20 AERCAP HOLDINGS NV AER N00985106 $60.0M 1.17% 437,728 SH
21 KLA CORP KLAC 482480100 $59.0M 1.15% 40,058 SH
22 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $58.3M 1.14% 172,421 SH
23 JABIL INC JBL 466313103 $57.8M 1.13% 217,758 SH
24 CITIZENS FINL GROUP INC CFG 174610105 $57.7M 1.13% 961,783 SH
25 MITSUBISHI UFJ FINANCIAL GRO MUFG 606822104 $57.0M 1.12% 3,358,796 SH
26 DELL TECHNOLOGIES INC DELL 24703L202 $55.9M 1.09% 340,409 SH
27 NOVARTIS AG NVS 66987V109 $54.0M 1.06% 353,551 SH
28 AKAMAI TECHNOLOGIES INC AKAM 00971T101 $53.6M 1.05% 466,606 SH
29 ALTRIA GROUP INC MO 02209S103 $52.6M 1.03% 796,345 SH
30 TECHNIPFMC PLC FTI G87110105 $52.4M 1.02% 757,442 SH
31 ABBVIE INC ABBV 00287Y109 $52.1M 1.02% 239,563 SH
32 BARCLAYS PLC BCS 06738E204 $51.8M 1.01% 2,447,288 SH
33 NRG ENERGY INC NRG 629377508 $50.5M 0.99% 345,627 SH
34 FIRST SOLAR INC FSLR 336433107 $50.0M 0.98% 253,223 SH
35 PARKER-HANNIFIN CORP PH 701094104 $49.3M 0.97% 55,105 SH
36 NATWEST GROUP PLC NWG 639057207 $49.0M 0.96% 3,291,329 SH
37 QUALCOMM INC QCOM 747525103 $48.8M 0.96% 379,173 SH
38 BANK NEW YORK MELLON CORP BK 064058100 $48.8M 0.95% 411,200 SH
39 ONEOK INC NEW OKE 682680103 $48.2M 0.94% 533,262 SH
40 FIFTH THIRD BANCORP FITB 316773100 $47.9M 0.94% 1,031,454 SH
41 HUNTINGTON INGALLS INDS INC HII 446413106 $47.4M 0.93% 124,690 SH
42 YUM CHINA HLDGS INC YUMC 98850P109 $47.3M 0.93% 969,864 SH
43 TAPESTRY INC TPR 876030107 $47.2M 0.92% 334,232 SH
44 MCKESSON CORP MCK 58155Q103 $47.1M 0.92% 54,385 SH
45 UNITED RENTALS INC URI 911363109 $46.5M 0.91% 63,848 SH
46 KB FINL GROUP INC KB 48241A105 $46.0M 0.90% 461,665 SH
47 ORIX CORP IX 686330101 $45.8M 0.90% 1,526,163 SH
48 PETROLEO BRASILEIRO S A PBR 71654V408 $44.8M 0.88% 2,159,691 SH
49 AMGEN INC AMGN 031162100 $44.5M 0.87% 126,413 SH
50 BANK AMERICA CORP BAC 060505104 $43.5M 0.85% 892,945 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $5.11B 262 0001172661-26-001720
2025-12-31 2026-02-09 $5.13B 265 0001172661-26-000535
2025-09-30 2025-11-07 $4.94B 267 0001172661-25-004620