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Q1 2026 Finance
Intelligence Report
Prepared exclusively for Dr. Katrin Schäfer, CFO
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Key Insights
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SAP SE outperformed sector by 4.2% — upgrade recommendation triggered
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Fixed Income allocation reduced to 28% — duration risk mitigated
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Q2 rebalancing window: April 14–18, optimal entry confirmed
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⚠ RISK ALERT
Emerging market exposure approaching threshold (18.4% / 20% limit)
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Top Holdings
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| Company |
Weight |
1D Change |
Rating |
| SAP SE |
8.4% |
+1.2% |
OW |
| ASML Holding |
7.8% |
+0.8% |
OW |
| Siemens AG |
6.2% |
+0.3% |
N |
| Allianz SE |
5.9% |
−0.4% |
N |
| LVMH |
5.1% |
+2.1% |
OW |
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Full analysis available in your APEX Dashboard
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APEX Finance Intelligence
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