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Quintet Private Bank (Europe) S.A.

SEC Form 13F institutional filer · CIK 0001977290

13F-HR · 127 reported holdings · 2026-03-31

SEC-registered institutional investment manager.

Reported long-US-equity value

$1.44B

Top-10 concentration

62.1%

Quintet Private Bank (Europe) S.A. — $1.44B AUM allocation strategy

Quintet Private Bank (Europe) S.A. files SEC Form 13F and reports $1.44B of long US equity value across 127 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 34.2%, followed by Communication Services 21.7% and Financials 10.3%.

The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Quintet Private Bank (Europe) S.A. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$1.44B

total across 127 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

62% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$T$NEE$AVGO

+$T +918K sh · +$30.2M+$NEE +298K sh · +$28.6M+$AVGO +75.2K sh · +$23.1M

Biggest trims (shares)

$DIS$PG$NVDA

−$DIS −130K sh · −$22M−$PG −89.3K sh · −$12.4M−$NVDA −53.3K sh · −$25.3M

Added from nil (new positions)

$CCL$SNDK$WAB$REGN$EMR

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$TMO$CTSH$XLK$IWM$ETR

$TMO ($38.2M last qtr)$CTSH ($229K last qtr)$XLK ($173K last qtr)$IWM ($98.5K last qtr)$ETR ($12.9K last qtr)

Sector allocation (share of reported value)

Information Technology 34%Communication Services 22%Financials 10%Health Care 4%Consumer Staples 3%Utilities 2%Energy 2%Industrials 2%Other holdings 20%SECTORS
  • $XLKInformation Technology34.2%
  • $XLCCommunication Services21.7%
  • $XLFFinancials10.3%
  • $XLVHealth Care4.4%
  • $XLPConsumer Staples3.2%
  • $XLUUtilities2.4%
  • $XLEEnergy2.1%
  • $XLIIndustrials1.9%
  • Other holdings19.8%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 17%Interactive Media & Services 15%Systems Software 13%Diversified Banks 5%Transaction & Payment Processing Services 5%Pharmaceuticals 4%Integrated Telecommunication Services 4%Personal Care Products 3%Other holdings 33%INDUSTRIES
  • Semiconductors17.1%
  • Interactive Media & Services15.3%
  • Systems Software13.5%
  • Diversified Banks5.5%
  • Transaction & Payment Processing Services4.8%
  • Pharmaceuticals4.4%
  • Integrated Telecommunication Services3.6%
  • Personal Care Products3.2%
  • Other holdings32.6%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation1.27M$222M-53.3K15.4%
$MSFTMicrosoft Corporation443K$164M-6.43K11.4%
$GOOGAlphabet Inc. Class C Capital Stock527K$152M-3.4K10.5%
$JPMJP Morgan Chase & Co271K$79.6M-9.99K5.5%
$VVisa Inc227K$68.5M-10.4K4.8%
$TAT&T Inc1.78M$51.7M+918K3.6%
$PGProcter & Gamble Company321K$46.4M-89.3K3.2%
$DISWalt Disney Company411K$39.6M-130K2.7%
$GOOGLAlphabet Inc129K$36.9M-36.9K2.6%
$MRKMerck & Company Inc293K$35.3M-6.07K2.4%

…and 117 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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