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Eurizon Capital SGR S.p.A.

SEC Form 13F institutional filer · CIK 0002107286

13F-HR · 489 reported holdings · 2026-03-31

Italian asset management company.

Reported long-US-equity value

$30.34B

Top-10 concentration

35.4%

Eurizon Capital SGR S.p.A. — $30.3B AUM allocation strategy

Eurizon Capital SGR S.p.A. files SEC Form 13F and reports $30.3B of long US equity value across 489 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 23.2%, followed by Communication Services 7.4% and Consumer Discretionary 6.2%.

The top 10 holdings account for 35% of reported value — a broadly spread portfolio. 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.

Eurizon Capital SGR S.p.A. — latest SEC 13F insights

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

$30.3B

total across 489 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

35% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$FITB$INVH$DOW

+$FITB +3.96M sh · +$182M+$INVH +1.49M sh · +$36.9M+$DOW +1.1M sh · +$49.1M

Biggest trims (shares)

$KEY$VZ$FCX

−$KEY −4.79M sh · −$101M−$VZ −3.61M sh · −$131M−$FCX −1.98M sh · −$99.2M

Added from nil (new positions)

$V$WMT$NXPI$JCI$LIN

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$CCL

$CCL ($3.36M last qtr)

Sector allocation (share of reported value)

Information Technology 23%Communication Services 7%Consumer Discretionary 6%Health Care 5%Financials 2%Consumer Staples 2%Other holdings 54%SECTORS
  • $XLKInformation Technology23.2%
  • $XLCCommunication Services7.4%
  • $XLYConsumer Discretionary6.2%
  • $XLVHealth Care5.0%
  • $XLFFinancials2.3%
  • $XLPConsumer Staples2.0%
  • Other holdings53.8%

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 12%Interactive Media & Services 7%Technology Hardware, Storage & Peripherals 5%Systems Software 5%Pharmaceuticals 4%Broadline Retail 3%Automobile Manufacturers 2%Transaction & Payment Processing Services 1%Other holdings 60%INDUSTRIES
  • Semiconductors11.7%
  • Interactive Media & Services7.4%
  • Technology Hardware, Storage & Peripherals5.4%
  • Systems Software5.1%
  • Pharmaceuticals4.0%
  • Broadline Retail3.4%
  • Automobile Manufacturers1.8%
  • Transaction & Payment Processing Services1.2%
  • Other holdings60.1%

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 Corporation14.3M$2.47B+336K8.1%
$AAPLApple Inc6.47M$1.63B-857K5.4%
$MSFTMicrosoft Corporation4.21M$1.55B-12.9K5.1%
$AMZNAmazon.com Inc4.93M$1.02B-481K3.4%
$GOOGLAlphabet Inc3.22M$917M-22.3K3.0%
$AVGOBroadcom Inc2.69M$827M-126K2.7%
$GOOGAlphabet Inc. Class C Capital Stock2.47M$703M-117K2.3%
$METAMeta Platforms Inc1.08M$614M+105K2.0%
$TSLATesla Inc1.51M$559M+47.6K1.8%
$JNJJohnson & Johnson1.87M$456M-56.4K1.5%

…and 479 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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