EFG International AG
SEC Form 13F institutional filer · CIK 0002109868
13F-HR · 369 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$3.38B
Top-10 concentration
39.6%
EFG International AG — $3.38B AUM allocation strategy
EFG International AG files SEC Form 13F and reports $3.38B of long US equity value across 369 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.4%, followed by Financials 8.5% and Communication Services 8.2%.
The top 10 holdings account for 40% 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.
EFG International AG — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.38B
total across 369 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BAC +551K sh · +$19.4M+$WMT +322K sh · +$41.9M+$JNJ +249K sh · +$66.5M
Biggest trims (shares)
−$NVDA −474K sh · −$104M−$NFLX −331K sh · −$30.1M−$DHR −195K sh · −$48.9M
Exited to nil (held last quarter, gone now)
$KMB ($1.28M last qtr)$TPR ($1.11M last qtr)$MCO ($990K last qtr)$PCAR ($499K last qtr)$MPWR ($457K last qtr)
Sector allocation (share of reported value)
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)
- Semiconductors9.7%—
- Interactive Media & Services8.2%—
- Diversified Banks5.9%—
- Systems Software5.6%—
- Pharmaceuticals4.8%—
- Technology Hardware, Storage & Peripherals4.8%—
- Broadline Retail4.7%—
- Transaction & Payment Processing Services2.6%—
- Other holdings53.6%—
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 ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.27M | $221M | -474K | 6.5% |
| $MSFT | Microsoft Corporation | 507K | $188M | -102K | 5.6% |
| $AAPL | Apple Inc | 637K | $162M | +156K | 4.8% |
| $AMZN | Amazon.com Inc | 766K | $160M | -65.6K | 4.7% |
| $JPM | JP Morgan Chase & Co | 394K | $116M | -149K | 3.4% |
| $GOOGL | Alphabet Inc | 398K | $114M | -39.4K | 3.4% |
| $AVGO | Broadcom Inc | 343K | $106M | -150K | 3.1% |
| $JNJ | Johnson & Johnson | 397K | $97M | +249K | 2.9% |
| $META | Meta Platforms Inc | 155K | $88.8M | -60.8K | 2.6% |
| $MA | Mastercard Incorporated | 176K | $87.9M | +13.6K | 2.6% |
…and 359 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 IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-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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