CAISSE DES DEPOTS ET CONSIGNATIONS
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| TOTALENERGIES SE | 0 | 30,368,297 | +30,368,297 | 0 | 1,982,675,520 | +1,982,675,520 |
| UBS GROUP AG | 0 | 7,922,061 | +7,922,061 | 0 | 369,562,843 | +369,562,843 |
| ALCON AG | 2,264,092 | 2,264,092 | 0 | 168,349,487 | 180,833,420 | +12,483,933 |
| MAGNUM ICE CREAM CO NV | 0 | 776,922 | +776,922 | 0 | 12,424,001 | +12,424,001 |
| ALPHABET INC | 136,525 | 135,552 | -973 | 33,189,228 | 42,427,776 | +9,238,548 |
| APPLE INC | 313,758 | 313,758 | 0 | 79,892,200 | 85,298,250 | +5,406,050 |
| ALPHABET INC | 115,581 | 106,822 | -8,759 | 28,149,753 | 33,520,744 | +5,370,991 |
| ELI LILLY & CO | 9,234 | 10,834 | +1,600 | 7,045,542 | 11,643,083 | +4,597,541 |
| CATERPILLAR INC | 5,348 | 12,190 | +6,842 | 2,551,798 | 6,983,285 | +4,431,487 |
| ACCENTURE PLC IRELAND | 161,664 | 161,664 | 0 | 39,866,342 | 43,374,451 | +3,508,109 |
| LAUDER ESTEE COS INC | 0 | 202,550 | +202,550 | 0 | 21,211,036 | +21,211,036 |
| 3M CO | 23,564 | 42,150 | +18,586 | 3,656,662 | 6,748,215 | +3,091,553 |
| HARTFORD INSURANCE GROUP INC | 0 | 22,188 | +22,188 | 0 | 3,057,506 | +3,057,506 |
| ISHARES INC | 0 | 162,000 | +162,000 | 0 | 15,911,365 | +15,911,365 |
| EQUITABLE HLDGS INC | 72,198 | 134,238 | +62,040 | 3,666,214 | 6,396,441 | +2,730,227 |
| PROLOGIS INC. | 0 | 32,071 | +32,071 | 0 | 4,094,184 | +4,094,184 |
| ADVANCED MICRO DEVICES INC | 47,178 | 47,178 | 0 | 7,632,929 | 10,103,640 | +2,470,711 |
| AMAZON COM INC | 209,865 | 209,865 | 0 | 46,080,058 | 48,441,039 | +2,360,981 |
| PAYPAL HLDGS INC | 0 | 67,995 | +67,995 | 0 | 3,969,548 | +3,969,548 |
| ROLLINS INC | 0 | 110,865 | +110,865 | 0 | 6,654,117 | +6,654,117 |
| CUMMINS INC | 0 | 3,822 | +3,822 | 0 | 1,950,940 | +1,950,940 |
| MERCK & CO INC | 0 | 83,500 | +83,500 | 0 | 8,789,210 | +8,789,210 |
| INTUIT | 0 | 7,240 | +7,240 | 0 | 4,795,921 | +4,795,921 |
| CHIPOTLE MEXICAN GRILL INC | 143,791 | 203,854 | +60,063 | 5,635,169 | 7,542,598 | +1,907,429 |
| QIAGEN NV | 0 | 1,345,657 | +1,345,657 | 0 | 61,406,709 | +61,406,709 |
| PG&E CORP | 0 | 317,427 | +317,427 | 0 | 5,101,052 | +5,101,052 |
| MICRON TECHNOLOGY INC | 0 | 11,832 | +11,832 | 0 | 3,376,971 | +3,376,971 |
| KEURIG DR PEPPER INC | 0 | 231,182 | +231,182 | 0 | 6,475,408 | +6,475,408 |
| FORTINET INC | 10,866 | 33,548 | +22,682 | 913,613 | 2,664,047 | +1,750,434 |
| WELLS FARGO CO NEW | 0 | 61,110 | +61,110 | 0 | 5,695,452 | +5,695,452 |
| L3HARRIS TECHNOLOGIES INC | 0 | 5,515 | +5,515 | 0 | 1,619,039 | +1,619,039 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 181,278 | +181,278 | 0 | 4,354,298 | +4,354,298 |
| ELEVANCE HEALTH INC FORMERLY | 1,967 | 6,293 | +4,326 | 635,577 | 2,206,011 | +1,570,434 |
| KENVUE INC | 0 | 318,100 | +318,100 | 0 | 5,487,225 | +5,487,225 |
| INTERNATIONAL BUSINESS MACHS | 0 | 39,191 | +39,191 | 0 | 11,608,766 | +11,608,766 |
| APPLIED MATLS INC | 12,825 | 16,074 | +3,249 | 2,625,791 | 4,130,857 | +1,505,066 |
| TRAVELERS COMPANIES INC | 0 | 7,102 | +7,102 | 0 | 2,060,006 | +2,060,006 |
| SALESFORCE INC | 0 | 44,636 | +44,636 | 0 | 11,824,523 | +11,824,523 |
| JOHNSON & JOHNSON | 0 | 65,835 | +65,835 | 0 | 13,624,553 | +13,624,553 |
| WALMART INC | 0 | 145,303 | +145,303 | 0 | 16,188,207 | +16,188,207 |
| RIVIAN AUTOMOTIVE INC | 0 | 173,462 | +173,462 | 0 | 3,418,936 | +3,418,936 |
| BROADCOM INC | 102,157 | 101,306 | -851 | 33,702,616 | 35,062,007 | +1,359,391 |
| NEWMONT CORP | 0 | 29,116 | +29,116 | 0 | 2,907,233 | +2,907,233 |
| HONEYWELL INTL INC | 0 | 36,238 | +36,238 | 0 | 7,069,671 | +7,069,671 |
| PROCTER AND GAMBLE CO | 0 | 83,859 | +83,859 | 0 | 12,017,833 | +12,017,833 |
| AMERICAN INTL GROUP INC | 6,709 | 20,619 | +13,910 | 526,925 | 1,763,955 | +1,237,030 |
| LAM RESEARCH CORP | 0 | 56,160 | +56,160 | 0 | 9,613,469 | +9,613,469 |
| ADOBE INC | 18,377 | 22,014 | +3,637 | 6,482,487 | 7,704,680 | +1,222,193 |
| KEYCORP | 0 | 121,225 | +121,225 | 0 | 2,502,084 | +2,502,084 |
| WARNER BROS DISCOVERY INC | 0 | 77,887 | +77,887 | 0 | 2,244,703 | +2,244,703 |
| KRAFT HEINZ CO | 0 | 48,680 | +48,680 | 0 | 1,180,490 | +1,180,490 |
| SOFI TECHNOLOGIES INC | 0 | 133,675 | +133,675 | 0 | 3,499,612 | +3,499,612 |
| GILEAD SCIENCES INC | 0 | 63,322 | +63,322 | 0 | 7,772,142 | +7,772,142 |
| BANK AMERICA CORP | 260,363 | 260,363 | 0 | 13,432,127 | 14,319,965 | +887,838 |
| ADT INC DEL | 71,141 | 184,652 | +113,511 | 619,638 | 1,490,142 | +870,504 |
| CISCO SYS INC | 168,078 | 160,420 | -7,658 | 11,499,897 | 12,357,153 | +857,256 |
| ROCKET LAB CORP | 0 | 11,545 | +11,545 | 0 | 805,379 | +805,379 |
| FREEPORT-MCMORAN INC | 116,537 | 105,733 | -10,804 | 4,570,581 | 5,370,179 | +799,598 |
| D R HORTON INC | 0 | 4,472 | +4,472 | 0 | 644,102 | +644,102 |
| EXPEDITORS INTL WASH INC | 33,610 | 31,950 | -1,660 | 4,120,250 | 4,760,870 | +640,620 |
| CNH INDL N V | 464,417 | 614,777 | +150,360 | 5,038,924 | 5,668,244 | +629,320 |
| EXELON CORP | 99,747 | 117,405 | +17,658 | 4,489,612 | 5,117,684 | +628,072 |
| WESTERN DIGITAL CORP | 0 | 4,968 | +4,968 | 0 | 855,837 | +855,837 |
| BOSTON SCIENTIFIC CORP | 79,414 | 87,694 | +8,280 | 7,753,189 | 8,361,623 | +608,434 |
| GOLDMAN SACHS GROUP INC | 0 | 691 | +691 | 0 | 607,389 | +607,389 |
| CRH PLC | 66,185 | 68,384 | +2,199 | 7,935,582 | 8,534,323 | +598,741 |
| DNOW INC | 0 | 45,001 | +45,001 | 0 | 596,263 | +596,263 |
| JOHNSON CTLS INTL PLC | 0 | 59,369 | +59,369 | 0 | 7,109,438 | +7,109,438 |
| PENTAIR PLC | 0 | 23,370 | +23,370 | 0 | 2,433,752 | +2,433,752 |
| LEAR CORP | 0 | 4,851 | +4,851 | 0 | 555,925 | +555,925 |
| WW GRAINGER INC | 0 | 539 | +539 | 0 | 543,878 | +543,878 |
| APPLOVIN CORP | 2,604 | 3,518 | +914 | 1,871,078 | 2,370,499 | +499,421 |
| JPMORGAN CHASE & CO. | 0 | 70,031 | +70,031 | 0 | 22,565,389 | +22,565,389 |
| INTUITIVE SURGICAL INC | 0 | 3,974 | +3,974 | 0 | 2,250,715 | +2,250,715 |
| DANAHER CORPORATION | 23,972 | 22,819 | -1,153 | 4,752,689 | 5,223,725 | +471,036 |
| NVIDIA CORPORATION | 0 | 507,631 | +507,631 | 0 | 94,673,182 | +94,673,182 |
| PROGRESSIVE CORP | 0 | 37,439 | +37,439 | 0 | 8,525,609 | +8,525,609 |
| RTX CORPORATION | 0 | 60,510 | +60,510 | 0 | 11,097,534 | +11,097,534 |
| QNITY ELECTRONICS INC | 0 | 5,443 | +5,443 | 0 | 444,421 | +444,421 |
| PROGYNY INC | 0 | 17,258 | +17,258 | 0 | 443,185 | +443,185 |
| FORTIVE CORP | 43,242 | 46,308 | +3,066 | 2,118,426 | 2,556,665 | +438,239 |
| COCA COLA CO | 171,278 | 168,656 | -2,622 | 11,359,157 | 11,790,741 | +431,584 |
| SCHWAB CHARLES CORP | 0 | 95,120 | +95,120 | 0 | 9,503,439 | +9,503,439 |
| UNION PAC CORP | 0 | 1,811 | +1,811 | 0 | 418,921 | +418,921 |
| BORGWARNER INC | 31,678 | 40,168 | +8,490 | 1,392,565 | 1,809,970 | +417,405 |
| CROWDSTRIKE HLDGS INC | 1,276 | 2,091 | +815 | 625,725 | 980,177 | +354,452 |
| XYLEM INC | 0 | 2,357 | +2,357 | 0 | 320,976 | +320,976 |
| GE AEROSPACE | 39,963 | 39,963 | 0 | 12,021,670 | 12,309,803 | +288,133 |
| AMPHENOL CORP NEW | 24,465 | 24,465 | 0 | 3,027,544 | 3,306,200 | +278,656 |
| UNITY SOFTWARE INC | 0 | 6,180 | +6,180 | 0 | 272,971 | +272,971 |
| FORD MTR CO | 562,879 | 533,663 | -29,216 | 6,732,033 | 7,001,659 | +269,626 |
| KARMAN HLDGS INC | 0 | 3,395 | +3,395 | 0 | 248,412 | +248,412 |
| GENERAL MTRS CO | 0 | 12,025 | +12,025 | 0 | 977,873 | +977,873 |
| AXON ENTERPRISE INC | 0 | 383 | +383 | 0 | 217,517 | +217,517 |
| CARDINAL HEALTH INC | 33,851 | 26,814 | -7,037 | 5,313,253 | 5,510,277 | +197,024 |
| ALIGNMENT HEALTHCARE INC | 82,053 | 82,053 | 0 | 1,431,825 | 1,620,547 | +188,722 |
| WEYERHAEUSER CO MTN BE | 0 | 171,730 | +171,730 | 0 | 4,068,284 | +4,068,284 |
| STATE STR CORP | 0 | 12,167 | +12,167 | 0 | 1,569,665 | +1,569,665 |
| CSX CORP | 212,086 | 212,086 | 0 | 7,531,174 | 7,688,118 | +156,944 |
| LINCOLN NATL CORP IND | 0 | 36,321 | +36,321 | 0 | 1,617,374 | +1,617,374 |