Groupama's Q4 Filing Shows a Massive AUM Swing and 254 New Positions

Marcus Chen

GROUPAMA ASSET MANAGMENT's Q4 filing shows a dramatic AUM jump versus Q3 and a broad position reset centered on U.S. mega-cap tech.

GROUPAMA ASSET MANAGMENT posted one of the most dramatic quarter-over-quarter profile changes in this cycle: AUM rose sharply versus Q3 and the portfolio added 254 new names.

TL;DR

  • Quarter: 2025Q4.
  • AUM move: Very large jump versus 2025Q3.
  • Breadth shift: 254 new positions, 32 exits.
  • Top names: MSFT, NVDA, AAPL.
  • Concentration: Top-5 ~27.8% of portfolio.
  • Read-through: This looks like a broad re-anchoring into liquid mega-cap leaders.

Filing Snapshot

FilerGROUPAMA ASSET MANAGMENT
Q4 AUM~$6.83T
Holdings432
Top 3MSFT, NVDA, AAPL
QoQ Activity254 new, 32 exits

Interpretation

When a filer adds this many new positions in one quarter, investors should focus less on tiny tail names and more on the core overlap set: MSFT, NVDA, MU, and AMZN. Those are the risk-budget anchors that actually move performance.

Another key point is that this is not an ultra-concentrated book despite the large AUM print. A top-5 weight below 30% means position selection breadth still matters.

How to Use This on 13F Insight

  1. Open Groupama and inspect top holdings.
  2. Cross-check overlap with Banque Transatlantique SA and BSN Capital Partners.
  3. Flag repeat winners in your watchlist (MSFT, NVDA) instead of chasing one-off small positions.

Q&A

Does a big AUM swing always mean fresh conviction?

Not always. It can also reflect structural resets, reporting changes, or major reclassification effects.

Which signal is more robust here?

The overlap in top positions across large filers is usually more robust than a raw AUM jump.

What should I monitor next quarter?

Whether top positions remain stable while tail churn slows down.

Is this a momentum portfolio?

Partly. The top names align with liquid, large-cap winners in the AI cycle.

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