← All themes

Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
UBS Group
UBS Group
Switzerland
$631M -$39.3M 19 0.24% Reduced
27
Janus Henderson Group
Janus Henderson Group
$627M -$207M 9 0.34% Reduced
28
AQR Capital Management
AQR Capital Management
Connecticut
$620M -$146M 10 0.73% Reduced
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$610M +$34.6M 19 0.24% Increased
30
Ameriprise
Ameriprise
Minnesota
$597M -$103M 14 0.27% Reduced
31
AKO Capital
AKO Capital
United Kingdom
$589M -$107M 2 14.34% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$574M -$900K 15 0.3% Reduced
33
Franklin Resources
Franklin Resources
California
$508M -$5.77M 10 0.28% Reduced
34
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$508M -$51.7M 2 0.2% Reduced
35
Capital World Investors
Capital World Investors
California
$486M -$25M 3 0.12% Reduced
36
AllianceBernstein
AllianceBernstein
Tennessee
$467M -$17.3M 13 0.29% Reduced
37
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$451M -$185M 8 0.93% Reduced
38
EC
Eminence Capital
New York
$450M +$146M 1 5.42% Increased
39
Deutsche Bank
Deutsche Bank
Germany
$428M -$116M 17 0.3% Reduced
40
Charles Schwab
Charles Schwab
California
$428M +$30.3M 12 0.25% Increased
41
Melvin Capital Management
Melvin Capital Management
New York
$421M +$19.8M 2 3.41% Increased
42
APG Asset Management
APG Asset Management
Netherlands
$416M +$41.6M 6 0.69% Increased
43
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$407M +$154M 7 0.95% Increased
44
Fidelity International
Fidelity International
Bermuda
$404M -$56.6M 11 0.61% Reduced
45
Swiss National Bank
Swiss National Bank
Switzerland
$389M -$1.15M 12 0.41% Reduced
46
D1 Capital Partners
D1 Capital Partners
New York
$387M +$206M 1 5.35% Increased
47
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$360M +$49.8M 9 2.41% Increased
48
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351M +$154M 13 0.39% Increased
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$348M +$4.22M 12 0.28% Increased
50
UBS AM
UBS AM
Illinois
$346M -$18.3M 13 0.23% Reduced