What smart money is saying about ABB
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No fund has written a full thesis on ABB in our archive, but 3 fund letters report a position in it — most recently Guinness Global Innovators Fund in June 2026.
3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in ABB on record in the archive was reported in Q2 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- HoldsGuinness Global Innovators FundJune 2026
“The Fund benefited from both stock selection and asset allocation effects in the Industrials sector, with holdings ABB (+6.7%) and Schneider Electric (+1.5%) outperforming thanks to their role in the build-out of AI datacentres and infrastructure.”
Read the letterABB - HoldsGuinness Global Equity Income FundJune 2026
Listed in Guinness Global Equity Income Fund’s reported holdings.
Read the letterABB - HoldsClearBridge Investments International Growth EAFE StrategyJune 2026
“In addition to the transactions mentioned above, the Strategy repurchased ABB, Recruit Holdings, Atlas Copco and Mitsubishi Electric in industrials and added Anheuser-Busch InBev in consumer staples.”
Read the letterABB
Read the letters behind these ABB positions
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