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Caisse Des Depots Et Consignations

CIK:0001056947
Asset Manager
$350B AUM
193 holdings
Paris, France
Founded:1816
127,005 employees
Latest filing:Jun 30, 2025

Caisse des Dépôts et Consignations (CDC) is a major French public financial institution headquartered in Paris, France. Founded in 1816, CDC operates as a state-backed investor and long-term asset manager focused on serving the public interest and supporting France’s economic development. As of 2025, CDC is the largest public asset manager in France and manages core mandates such as regulated savings, pensions, and local development. With more than 127,000 employees (including group subsidiaries like Transdev), CDC manages a unique governance structure supervised by the French Parliament, and serves local authorities, state bodies, SMEs, and the broader French public sector.

Investment Strategy

CDC’s investment strategy emphasizes responsible, long-term investment to promote the public interest and the economic development of France. Its diversified approach covers all asset classes—fixed income (77%), equities (20%), and real estate/forestry (3%)—with mandates spanning infrastructure, regulated savings schemes, sustainable development, social housing, SME financing via Bpifrance, and public infrastructure projects. CDC does not seek profit maximization on public mandates but instead re-invests earnings into strategic assets and French growth sectors, functioning as a unique blend of institutional investor, state agency, and development bank, investing where market solutions are insufficient.

Top Buys
A
AMRZAMRIZE LTD
+$103.2M
U
UBSUBS GROUP AG
+$35.1M
T
TTTRANE TECHNOLOGIES PLC
+$31.1M
N
NVDANVIDIA CORPORATION
+$25.2M
M
MSFTMICROSOFT CORP
+$16.1M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$7.4M
C
COSTCOSTCO WHSL CORP NEW
-$5.6M
A
AAPLAPPLE INC
-$4.5M
P
PEGPUBLIC SVC ENTERPRISE GRP IN
-$3.5M
D
DBXDROPBOX INC
-$3.2M

Top Holdings

L
LINLINDE PLC
+13.8%$330.3M
U
UBSUBS GROUP AG
+12.0%$287.0M
A
ALCALCON AG
+9.0%$214.4M
T
TTTRANE TECHNOLOGIES PLC
+5.7%$135.2M
A
AMRZAMRIZE LTD
+4.3%$103.2M

Equity Positions (192)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
L
LIN
LINDE PLC13.83%$330.3M704,086$418.75$469.18+$3.0M
U
UBS
UBS GROUP AG12.02%$287.0M7,922,061$30.32$33.82+$35.1M
A
ALC
ALCON AG8.98%$214.4M2,264,092$85.08$88.28+$4.0M
T
TT
TRANE TECHNOLOGIES PLC5.66%$135.2M309,159$364.91$437.41+$31.1M
A
AMRZ
AMRIZE LTD4.32%$103.2M1,931,802$49.55$49.55+$103.2M

Industry Allocation

NATIONAL COMMERCIAL BANKS
+13.9%
INDUSTRIAL INORGANIC CHEMICALS
+13.8%
OPHTHALMIC GOODS
+9.0%
SEMICONDUCTORS & RELATED DEVICES
+5.9%
AUTO CONTROLS FOR REGULATING RESIDENTIAL & COMML ENVIRONMENTS
+5.7%