Oddo BHF - ODDO BHF European Large Caps List : 4 entrées et 6 sorties pour refléter les changements de notre allocation sectorielle trimestrielle publiée ce jour

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Oddo BHF

Thomas Zlowodzki

ODDO BHF European Large Caps List : 4 entrées et 6 sorties pour refléter les changements de notre allocation sectorielle trimestrielle publiée ce jour

Depuis sa création (le 12 décembre dernier), notre liste de convictions ODDO BHF European Large Caps 2025 affiche une performance de 19%, ce qui correspond à une surperformance de 12% versus le Stoxx 600 qui progresse, lui, de 7% (dividendes inclus). Nous faisons entrer 4 nouvelles valeurs conformément à la nouvelle allocation sectorielle publiée ce jour dans notre trimestriel stratégie : Elia, Intesa Sanpaolo, Technip Energies, Voestalpine. 6 valeurs quittent la liste : Amadeus, Anheuser-Busch InBev, Inditex, Knorr-Bremse, RELX, Sanofi.

09/07/2025 1 FR

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Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Thomas Zlowodzki

Other Reports from Oddo BHF

Thomas Zlowodzki

Thomas Zlowodzki

ODDO BHF European Large Caps List: 4 additions and 6 removals to reflect the changes to our quarterly sector allocation published today

Since it was created on 12 December 2024, our ODDO BHF European Large Caps 2025 list has chalked up a performance of 19%, i.e. an outperformance of 12% vs the Stoxx 600 which has gained 7% (dividends included). We have added four new stocks in accordance with the new sector allocation published today in our quarterly: Elia, Intesa Sanpaolo, Technip Energies and Voestalpine. We have removed six stocks: Amadeus, Anheuser-Busch InBev, Inditex, Knorr-Bremse, RELX and Sanofi.

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ODDO BHF European Large Caps List : 4 entrées et 6 sorties pour refléter les changements de notre allocation sectorielle trimestrielle publiée ce jour

ODDO BHF European Large Caps List: 4 additions and 6 removals to reflect the changes to our quarterly sector allocation published today

Credit Morning 07/09/2025

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