SEC 13F Intelligence

Managers / Q4 2024 · view latest →

iA Global Asset Management Inc.

CIK 0001969566 · 1080 GRANDE ALLEE WEST., PO BOX 1907, QUEBEC, A8, G1K 7M3 · 1-418-684-5000

Reported Value
$5.7B
Q4 2024
Positions
414
Filings on Record
16
2019–present window
Filed
Feb 11, 2025
original filing

Summary

Ia Global Asset Management Inc. reported $5.7B in U.S.-listed holdings across 414 positions for Q4 2024.

Its largest position, MSFT, represents 6.9% of the portfolio.

Compared with Q3 2024, the fund opened 44 new positions and exited 107.

Portfolio Metrics

Turnover
+14.4%
vs prior filed quarter
Top-10 Concentration
+42.4%
share of reported value
Largest Position
+6.9%
Microsoft
New / Exited
44 / 107
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’23: $3.8BQ2 ’23Q3 ’23: $3.8BQ4 ’23: $4.3BQ4 ’23Q1 ’24: $4.9BQ2 ’24: $5.2BQ2 ’24Q3 ’24: $5.7BQ4 ’24: $5.7BQ4 ’24Q1 ’25: $5.8BQ2 ’25: $6.6BQ2 ’25Q3 ’25: $7.3BQ4 ’25: $7.8BQ4 ’25Q1 ’26: $7.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 88.8%ETP: 9.7%ADR: 1.2%REIT: 0.3%
  • Common Stock · 88.8% · $5.1B
  • ETP · 9.7% · $554M
  • ADR · 1.2% · $66M
  • REIT · 0.3% · $18M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PLTRPalantir Technologies IncNEW+271.0K271.0K+$20M$20M
LRCXLam Research CorpNEW+182.3K182.3K+$13M$13M
SPDR PORTFOLIO HIGH YIELD BOND ETFNEW+550.0K550.0K+$13M$13M
UALUnited Airlines Holdings IncNEW+121.1K121.1K+$12M$12M
SAPSAP SENEW+31.8K31.8K+$8M$8M
GTLBGitlab IncNEW+131.8K131.8K+$7M$7M
SNOWSnowflake IncNEW+45.2K45.2K+$7M$7M
EQTEQT CorpNEW+126.5K126.5K+$6M$6M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

412 positions
#IssuerClass% PortfolioValueShares
1MSFTMicrosoft Corphistory →COM6.86%$391M927.3K
2NVDANVIDIA Corphistory →COM5.90%$336M2.50M
3AAPLApple Inchistory →COM5.69%$325M1.30M
4AMZNAmazon.com Inchistory →COM5.53%$315M1.44M
5GOOGLAlphabet IncCAP STK CL A · CAP STK CL C4.75%$271M1.43M
6AVGOBroadcom Inchistory →COM3.32%$189M816.2K
7METAMeta Platforms Inchistory →CL A3.28%$187M319.7K
8VVisa Inchistory →COM CL A2.71%$155M489.5K
9MAMastercard Inchistory →CL A2.41%$137M260.6K
10VCSHVANGUARD SHORT-TERM CORPORATE BOND ETFhistory →SHRT TRM CORP BD1.90%$108M1.39M
11CMSCMS Energy Corphistory →COM1.87%$107M1.60M
12QQQInvesco QQQ Trust Series 1history →UNIT SER 11.67%$95M186.3K
13UNHUnitedHealth Group Inchistory →COM1.66%$95M186.8K
14Ishares Trust-Ishares Iiboxx $ High Yield Corporate Bond EtfIBOXX HI YD ETF1.56%$89M1.13M
15TSLATesla Inchistory →COM1.56%$89M220.0K
16TMOThermo Fisher Scientific Inchistory →COM1.22%$69M133.5K
17iShares iBoxx $ Investment Grade Corporate Bond ETFIBOXX INV CP ETF1.15%$65M611.2K
18NFLXNetflix Inchistory →COM1.08%$61M68.8K
19JPMJPMorgan Chase & Cohistory →COM1.05%$60M249.3K
20BKNGBooking Holdings Inchistory →COM0.99%$56M11.4K
21JNJJohnson & Johnsonhistory →COM0.83%$47M328.2K
22COSTCostco Wholesale Corphistory →COM0.78%$44M48.2K
23WMTWalmart Inchistory →COM0.77%$44M486.5K
24APOApollo Global Management Inchistory →COM0.73%$41M250.7K
25CSCOCisco Systems Inchistory →COM0.72%$41M691.8K
26EXMOCExxon Mobil Corphistory →COM0.71%$41M377.5K
27WCNWaste Connections Inchistory →COM0.71%$40M234.6K
28SJNKSPDR Bloomberg Short Term High Yield Bond ETFhistory →BLOOMBERG SRT TR0.65%$37M1.47M
29SPGIS&P Global Inchistory →COM0.64%$36M73.2K
30SPYSPDR S&P 500 ETF Trusthistory →TR UNIT0.64%$36M62.1K
31ICEIntercontinental Exchange Inchistory →COM0.63%$36M240.1K
32IEFAiShares Core MSCI EAFE ETFhistory →CORE MSCI EAFE0.62%$35M501.7K
33TMUST-Mobile US Inchistory →COM0.62%$35M159.5K
34ARMKAramarkhistory →COM0.59%$34M908.9K
35CARRCarrier Global Corphistory →COM0.58%$33M486.0K
36PMPhilip Morris International Inchistory →COM0.52%$30M248.5K
37WFCWells Fargo & Cohistory →COM0.52%$30M425.5K
38General Electric CoCOM NEW0.51%$29M175.8K
39SHWSherwin-Williams Co/Thehistory →COM0.51%$29M85.7K
40TDGTransDigm Group Inchistory →COM0.49%$28M22.3K
41QCOMQUALCOMM Inchistory →COM0.47%$27M174.7K
42ISRGIntuitive Surgical Inchistory →COM NEW0.46%$26M49.8K
43DHRDanaher Corphistory →COM0.45%$26M111.2K
44SOSouthern Co/Thehistory →COM0.45%$25M308.5K
45PEPPepsiCo Inchistory →COM0.43%$25M162.3K
46ELVElevance Health Inchistory →COM0.42%$24M65.0K
47CMECME Group Inchistory →COM0.40%$23M97.9K
48AGGiShares Core U.S. Aggregate Bond ETFhistory →CORE US AGGBD ET0.38%$22M224.0K
49AMDAdvanced Micro Devices Inchistory →COM0.37%$21M174.9K
50ADBEAdobe Inchistory →COM0.37%$21M47.4K
51PLTRPalantir Technologies Inchistory →CL A0.36%$20M271.0K
52CRMSalesforce Inchistory →COM0.36%$20M60.9K
53INTUIntuit Inchistory →COM0.34%$19M30.9K
54LLYEli Lilly & Cohistory →COM0.33%$19M24.7K
55TGTTarget Corphistory →COM0.33%$19M140.0K
56CMCSAComcast Corphistory →CL A0.33%$19M503.0K
57URIUnited Rentals Inchistory →COM0.32%$19M26.3K
58GILDGilead Sciences Inchistory →COM0.32%$18M199.9K
59TXNTexas Instruments Inchistory →COM0.32%$18M98.3K
60SBUXStarbucks Corphistory →COM0.32%$18M200.2K
61IEMGiShares Core MSCI Emerging Markets ETFhistory →CORE MSCI EMKT0.31%$18M338.5K
62CDNSCadence Design Systems Inchistory →COM0.30%$17M57.0K
63HDHome Depot Inc/Thehistory →COM0.30%$17M43.6K
64PGProcter & Gamble Co/Thehistory →COM0.29%$17M99.7K
65AMATApplied Materials Inchistory →COM0.29%$17M101.9K
66VRTXVertex Pharmaceuticals Inchistory →COM0.29%$16M40.9K
67HONHoneywell International Inchistory →COM0.29%$16M72.6K
68TSMTaiwan Semiconductor Manufacturing Co Ltdhistory →SPONSORED ADS0.29%$16M82.8K
69BSXBoston Scientific Corphistory →COM0.28%$16M180.4K
70SNPSSynopsys Inchistory →COM0.27%$16M31.9K
71PANWPalo Alto Networks Inchistory →COM0.27%$15M83.2K
72AMGNAmgen Inchistory →COM0.26%$15M57.9K
73PYPLPayPal Holdings Inchistory →COM0.26%$15M172.5K
74FISVFiserv Inchistory →COM0.26%$15M70.9K
75ORLYO'Reilly Automotive Inchistory →COM0.25%$14M12.2K
76ADPAutomatic Data Processing Inchistory →COM0.25%$14M49.3K
77TJXTJX Cos Inc/Thehistory →COM0.25%$14M118.9K
78TAT&T Inchistory →COM0.24%$14M605.3K
79BABoeing Co/Thehistory →COM0.24%$14M76.8K
80LRCXLam Research Corphistory →COM NEW0.23%$13M182.3K
81NOWServiceNow Inchistory →COM0.23%$13M12.4K
82MRKMerck & Co Inchistory →COM0.23%$13M130.8K
83SPDR PORTFOLIO HIGH YIELD BOND ETFPORTFLI HIGH YLD0.23%$13M550.0K
84LULULululemon Athletica Inchistory →COM0.22%$12M32.6K
85BACBank of America Corphistory →COM0.22%$12M283.8K
86EFAiShares MSCI EAFE ETFhistory →MSCI EAFE ETF0.22%$12M162.4K
87KOCoca-Cola Co/Thehistory →COM0.21%$12M196.7K
88APPAppLovin Corphistory →COM CL A0.21%$12M36.4K
89UALUnited Airlines Holdings Inchistory →COM0.21%$12M121.1K
90ADIAnalog Devices Inchistory →COM0.21%$12M55.1K
91TTWOTake-Two Interactive Software Inchistory →COM0.20%$11M61.2K
92MRVLMarvell Technology Inchistory →COM0.19%$11M100.0K
93MELIMercadoLibre Inchistory →COM0.19%$11M6.5K
94FTNTFortinet Inchistory →COM0.19%$11M114.8K
95UNPUnion Pacific Corphistory →COM0.19%$11M46.9K
96MDLZMondelez International Inchistory →CL A0.19%$11M178.9K
97ABTAbbott Laboratorieshistory →COM0.19%$11M94.3K
98MUMicron Technology Inchistory →COM0.18%$10M120.1K
99TEAMAtlassian CorpCL A0.18%$10M41.0K
100CTASCintas CorpCOM0.17%$10M54.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$7.1B396Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$7.8B396Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.3B403Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.6B416Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.8B428May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.7B414Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.7B477Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.2B471Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2024$4.9B463Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q4 2023$4.3B465Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q3 2023$3.8B461Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2023$3.8B432Aug 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.