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Raiffeisen Bank International AG has executed a strategic reduction in its US technology holdings, notably trimming its position in Dell Technologies by over 17%. These moves, revealed in recent 13F filings, suggest a tactical rebalancing by the Austrian banking group away from hardware and instrumentation leaders.
Raiffeisen Bank International AG has significantly reduced its positions in blue-chip US stocks, cutting its stake in Nike by over 25% and trimming its holding in Agilent Technologies. These moves, revealed in recent SEC filings, suggest a strategic reallocation by the Austrian banking giant amid shifting global market conditions.
Raiffeisen Bank International AG has significantly increased its exposure to Thermo Fisher Scientific, raising its position by nearly 50% to a total value of $73.54 million. The move underscores growing institutional confidence in the life sciences giant as a cornerstone of healthcare infrastructure portfolios.
Raiffeisen Bank International AG has executed a notable reduction in its positions within the real estate and enterprise software sectors, according to recent SEC filings. The institutional investor cut its holdings in CBRE Group by nearly 12% while making a more modest 4.7% reduction in its Workday, Inc. stake.
Raiffeisen Bank International AG has strategically increased its exposure to the healthcare and semiconductor sectors, boosting its stakes in Edwards Lifesciences and ON Semiconductor. These Q3 moves reflect a calculated bet on high-growth industries amid shifting macroeconomic conditions and institutional rebalancing.
Raiffeisen Bank International AG's latest SEC filings reveal a strategic rotation in its U.S. equity portfolio, significantly increasing its stake in AMETEK and Sprouts Farmers Market. The bank concurrently trimmed its positions in Agilent Technologies and Equinix, signaling a shift toward industrial technology and consumer staples.