Diff de portfólio
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
Q1 2026 ⇄ Q2 2026
+141Adicionado
−72Removida
200Redimensionado
166Inalterado
Adicionado (Q2 2026)
Removida (era mantido em Q1 2026)
Posições redimensionadas
| Valor mobiliário | Q1 2026 ações | Q2 2026 ações | Variação |
|---|---|---|---|
| WAB WABTEC | 1 | 870.72K | +87071400.0% |
| CL COLGATE PALMOLIVE CO | 1 | 136.07K | +13607200.0% |
| AIG AMERICAN INTL GROUP INC | 1 | 125.51K | +12550500.0% |
| MMM 3M CO | 2 | 150.26K | +7512950.0% |
| EL LAUDER ESTEE COS INC | 1 | 67.68K | +6767900.0% |
| ECL ECOLAB INC | 1 | 42.33K | +4232600.0% |
| PM PHILIP MORRIS INTL INC | 1 | 22.71K | +2270900.0% |
| DOW DOW HLDGS INC | 1 | 18.29K | +1828600.0% |
| CTVA CORTEVA INC | 1 | 17.29K | +1729200.0% |
| WMT WALMART INC | 2 | 33.61K | +1680250.0% |
| VRSN VERISIGN INC | 1 | 16.40K | +1639900.0% |
| ETOR ETORO GROUP LTD | 1 | 15.86K | +1586100.0% |
| NET CLOUDFLARE INC | 1.81K | 28.70M | +1584659.8% |
| PH PARKER-HANNIFIN CORP | 1 | 12.92K | +1291900.0% |
| PDD PDD HOLDINGS INC | 1 | 12.45K | +1244800.0% |
| DELL DELL TECHNOLOGIES INC | 1 | 11.30K | +1130000.0% |
| DD DUPONT DE NEMOURS INC | 1 | 9.47K | +946500.0% |
| RSG REPUBLIC SVCS INC | 1 | 6.13K | +612900.0% |
| SHW SHERWIN WILLIAMS CO | 250 | 1.45M | +578481.6% |
| CW CURTISS WRIGHT CORP | 1 | 5.46K | +545800.0% |
| CMCSA COMCAST CORP NEW | 1 | 2.25K | +224900.0% |
| GLW CORNING INC | 1 | 2.22K | +221600.0% |
| ZS ZSCALER INC | 21 | 28.25K | +134423.8% |
| UBER UBER TECHNOLOGIES INC | 23.75K | 23.75M | +99879.0% |
| NIO NIO INC | 105 | 95.46K | +90818.1% |
| NXT NEXTPOWER INC | 614 | 515.85K | +83914.8% |
| FI FISERV INC | 6 | 4.73K | +78666.7% |
| SMCI SUPER MICRO COMPUTER INC | 17.35K | 9.75M | +56099.2% |
| HSY HERSHEY CO | 85 | 47.29K | +55538.8% |
| TSLA TESLA INC | 3.01K | 1.57M | +51963.6% |
| BLDP BALLARD PWR SYS INC NEW | 200 | 96.57K | +48184.0% |
| BA BOEING CO | 87 | 37.00K | +42428.7% |
| INTU INTUIT | 105 | 44.64K | +42410.5% |
| ADI ANALOG DEVICES INC | 2.95K | 1.05M | +35532.1% |
| ECHO ECHOSTAR CORP | 350 | 123.70K | +35242.6% |
| MCK MCKESSON CORP | 79 | 21.79K | +27482.3% |
| ORA ORMAT TECHNOLOGIES INC | 205 | 54.00K | +26241.5% |
| WEC WEC ENERGY GROUP INC | 36.01K | 9.25M | +25584.5% |
| MICC MAGNUM ICE CREAM CO NV | 1 | 255 | +25400.0% |
| GFL GFL ENVIRONMENTAL INC | 3.09K | 774.36K | +24960.3% |
| LRCX LAM RESEARCH CORP | 200 | 48.40K | +24100.0% |
| CTAS CINTAS CORP | 285 | 65.51K | +22886.3% |
| FCX FREEPORT MCMORAN INC | 29.53K | 6.64M | +22369.7% |
| CNC CENTENE CORP DEL | 269 | 38.36K | +14161.0% |
| SYK STRYKER CORPORATION | 3.30K | 439.75K | +13217.7% |
| LOGI LOGITECH INTL S A | 6.39K | 820.35K | +12734.0% |
| BSX BOSTON SCIENTIFIC CORP | 74.50K | 9.20M | +12249.8% |
| ENPH ENPHASE ENERGY INC | 77 | 9.47K | +12198.7% |
| IQV IQVIA HLDGS INC | 560 | 66.77K | +11823.8% |
| RH CRH PLC | 113.40K | 13.05M | +11408.6% |
| JPM JPMORGAN CHASE & CO | 72.40K | 7.37M | +10075.0% |
| MAR MARRIOTT INTL INC NEW | 6.09K | 614.07K | +9976.6% |
| EXPE EXPEDIA GROUP INC | 38 | 3.64K | +9486.8% |
| GL GLOBE LIFE INC | 4.45K | 411.56K | +9150.7% |
| WB WEIBO CORP | 204 | 18.60K | +9017.6% |
| CP CANADIAN PACIFIC KANSAS… | 68.60K | 5.72M | +8242.0% |
| T AT&T INC | 15.04K | 1.13M | +7379.1% |
| FNV FRANCO NEV CORP | 900 | 64.60K | +7077.8% |
| COST COSTCO WHOLESALE… | 262 | 18.00K | +6768.3% |
| CCJ CAMECO CORP | 61.18K | 4.18M | +6726.2% |
| DASH DOORDASH INC | 267 | 17.92K | +6610.9% |
| MPC MARATHON PETE CORP | 190 | 11.60K | +6005.3% |
| KNX KNIGHT-SWIFT TRANSN… | 37.52K | 2.23M | +5854.7% |
| CDE COEUR MNG INC | 26.94K | 1.43M | +5221.3% |
| CASY CASEYS GEN STORES INC | 15.88K | 819.02K | +5057.5% |
| ACM AECOM | 720 | 36.53K | +4973.9% |
| MP MP MATERIALS CORP | 7.47K | 346.90K | +4541.4% |
| BKNG BOOKING HOLDINGS INC | 247 | 11.00K | +4353.4% |
| MCHP MICROCHIP TECHNOLOGY… | 6.92K | 308.08K | +4350.2% |
| PBA PEMBINA PIPELINE CORP | 18.88K | 795.66K | +4113.8% |
| NTRA NATERA INC | 1.39K | 56.17K | +3929.3% |
| PEP PEPSICO INC | 4.46K | 179.66K | +3928.2% |
| INTC INTEL CORP | 9.57K | 371.88K | +3784.2% |
| MA MASTERCARD INCORPORATED | 1.98K | 74.59K | +3663.3% |
| GM GENERAL MTRS CO | 13.61K | 493.01K | +3522.4% |
| TROW PRICE T ROWE GROUP INC | 390 | 13.85K | +3450.5% |
| MRSH MARSH & MCLENNAN COS INC | 450 | 15.86K | +3424.2% |
| CSIQ CANADIAN SOLAR INC | 1.64K | 53.40K | +3156.3% |
| WAT WATERS CORP | 798 | 24.08K | +2917.3% |
| ROST ROSS STORES INC | 2.94K | 84.14K | +2763.9% |
| NUE NUCOR CORP | 731 | 18.52K | +2433.0% |
| IWM ISHARES TR | 1.79K | 45.12K | +2420.4% |
| LYB LYONDELLBASELL… | 2.46K | 60.84K | +2373.0% |
| DDOG DATADOG INC | 4.82K | 115.04K | +2287.7% |
| STT STATE STR CORP | 4.47K | 102.41K | +2193.1% |
| ROL ROLLINS INC | 785 | 17.38K | +2114.0% |
| FSM FORTUNA MNG CORP | 72.33K | 1.53M | +2015.4% |
| ANET ARISTA NETWORKS INC | 4.58K | 96.53K | +2006.2% |
| FERG FERGUSON ENTERPRISES INC | 1.47K | 30.50K | +1974.8% |
| ADP AUTOMATIC DATA… | 70 | 1.41K | +1918.6% |
| MS MORGAN STANLEY | 3.96K | 76.07K | +1820.9% |
| KLAC KLA CORP | 16.33K | 303.07K | +1755.7% |
| ICE INTERCONTINENTAL… | 14.86K | 252.94K | +1601.7% |
| INSM INSMED INC | 4.23K | 70.69K | +1571.6% |
| HPQ HP INC | 3.94K | 65.70K | +1568.9% |
| SBS COMPANHIA DE SANEAMENTO… | 136.09K | 2.26M | +1562.8% |
| COR CENCORA INC | 1.67K | 26.65K | +1500.5% |
| CMI CUMMINS INC | 1.44K | 19.94K | +1284.7% |
| GEV GE VERNOVA INC | 1.80K | 24.50K | +1261.4% |
| ONON ON HLDG AG | 2.00K | 26.00K | +1200.0% |
| PLUG PLUG PWR INC | 17.36K | 223.55K | +1187.6% |
| BAP CREDICORP LTD | 1.00K | 12.70K | +1170.0% |
| FIX COMFORT SYS USA INC | 5.82K | 71.74K | +1133.6% |
| ARWR ARROWHEAD… | 1.00M | 12.15M | +1115.0% |
| V VISA INC | 10.30K | 121.39K | +1078.6% |
| HWM HOWMET AEROSPACE INC | 4.50K | 52.11K | +1058.0% |
| EXE EXPAND ENERGY… | 2.01K | 21.61K | +975.0% |
| UAL UNITED AIRLS HLDGS INC | 1.78K | 18.78K | +954.8% |
| WMS ADVANCED DRAIN SYS INC… | 9.09K | 95.12K | +946.3% |
| AVA AVISTA CORP | 31.95K | 315.79K | +888.6% |
| SPGI S&P GLOBAL INC | 1.71K | 16.25K | +852.1% |
| PGR PROGRESSIVE CORP | 6.50K | 58.29K | +796.8% |
| GEN GEN DIGITAL INC | 10.33K | 92.05K | +790.9% |
| PFG PRINCIPAL FINANCIAL… | 815 | 7.00K | +758.9% |
| DE DEERE & CO | 830 | 6.63K | +699.4% |
| PCAR PACCAR INC | 28.31K | 225.63K | +697.0% |
| LNT ALLIANT ENERGY CORP | 660.01K | 4.80M | +627.3% |
| STE STERIS PLC | 1.76K | 12.69K | +620.6% |
| META META PLATFORMS INC | 13.12K | 92.23K | +603.0% |
| BRK-B BERKSHIRE HATHAWAY INC… | 9.05K | 63.20K | +597.9% |
Comparação bruta de quantidade de ações entre os dois trimestres selecionados (conforme reportado; desdobramentos entre trimestres distantes não são ajustados aqui — as abas de variação trimestral na página do gestor são ajustadas por desdobramento). Apenas posições em ações ordinárias com tickers mapeados.
Proveniência: Ambos os instantâneos provêm das tabelas de informação do 13F analisadas do gestor (versões mais recentes aceitas).
← Voltar ao registro do gestor