What smart money is saying about BAE Systems

3SBA.L

1 fund in our archive has pitched BAE Systems — most recently Harding Loevner International Developed Markets Equity in December 2025.

Company profile

GraniteShares 3x Short BAE Systems Daily ETP is a collateralised, Exchange-Traded Product (ETP).

Reported positions

Bought

Sold

Letters

Fund activity · 4 positions

HoldsHarding Loevner International Developed Markets Equity ADR
June 2026
Listed in Harding Loevner International Developed Markets Equity ADR’s reported holdings.
Read the letterBAE Systems
HoldsClearBridge Investments International Growth EAFE Strategy
June 2026
“Our AI holdings offset weakness among a handful of industrials names including U.K. defense contractor BAE Systems, Australian logistics provider Brambles and Japanese engineering and defense conglomerate Mitsubishi Heavy Industries.”
Read the letterBAE Systems
HoldsHarding Loevner International Developed Markets Equity
June 2026
“BAE’s strong 2026 sales guidance was not enough to overcome the broader sell-off in European defense stocks after the pause of the conflict in the Middle East.”
Read the letterBAE Systems
HoldsHL International Developed Markets Equity ADR
March 2026
Listed in HL International Developed Markets Equity ADR’s reported holdings.
Read the letterBAE Systems

Harding Loevner International Developed Markets Equity
December 2025
BAE Systems is a major European defense contractor with durable profitability and a strengthening order book supported by rising Western defense budgets.
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