SEC 13F Intelligence

Managers / Q4 2025 · 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
$7.8B
Q4 2025
Positions
396
Filings on Record
16
2019–present window
Filed
Feb 5, 2026
original filing

Summary

Ia Global Asset Management Inc. reported $7.8B in U.S.-listed holdings across 396 positions for Q4 2025.

Its largest position, NVDA, represents 6.7% of the portfolio.

Compared with Q3 2025, the fund opened 63 new positions and exited 70.

Portfolio Metrics

Turnover
+10.7%
vs prior filed quarter
Top-10 Concentration
+37.5%
share of reported value
Largest Position
+6.7%
Nvidia
New / Exited
63 / 70
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: 88.6%ETP: 9.1%ADR: 1.5%REIT: 0.6%MLP: 0.2%
  • Common Stock · 88.6% · $7.0B
  • ETP · 9.1% · $715M
  • ADR · 1.5% · $115M
  • REIT · 0.6% · $43M
  • MLP · 0.2% · $17M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CRHCRH PLCNEW+1.04M1.04M+$129M$129M
ACNAccenture PLCNEW+254.8K254.8K+$68M$68M
SPOTSpotify Technology SANEW+55.5K55.5K+$32M$32M
SUNCSunococorp LLCNEW+610.9K610.9K+$30M$30M
BRK/BBerkshire Hathaway IncNEW+51.9K51.9K+$26M$26M
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETFNEW+1.00M1.00M+$20M$20M
STXSeagate Technology Holdings PLCNEW+51.2K51.2K+$14M$14M
GEVGE Vernova IncNEW+21.0K21.0K+$14M$14M

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

Holdings — Q4 2025

394 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA Corphistory →COM6.72%$527M2.83M
2MSFTMicrosoft Corphistory →COM6.26%$491M1.01M
3GOOGLAlphabet IncCAP STK CL A · CAP STK CL C5.48%$430M1.37M
4AAPLApple Inchistory →COM4.75%$373M1.37M
5AMZNAmazon.com Inchistory →COM4.24%$333M1.44M
6METAMeta Platforms Inchistory →CL A2.45%$192M291.6K
7SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETFhistory →STATE STREET SPD2.28%$179M7.07M
8AVGOBroadcom Inchistory →COM1.89%$148M427.8K
9MAMastercard Inchistory →CL A1.76%$138M241.4K
10TMOThermo Fisher Scientific Inchistory →COM1.70%$133M229.5K
11CRHCRH PLChistory →ORD1.65%$129M1.04M
12VVisa Inchistory →COM CL A1.51%$118M337.1K
13TSLATesla Inchistory →COM1.49%$117M259.8K
14iShares iBoxx $ High Yield Corporate Bond ETFIBOXX HI YD ETF1.34%$105M1.30M
15CMSCMS Energy Corphistory →COM1.18%$93M1.32M
16DHRDanaher Corphistory →COM1.11%$87M379.2K
17UNHUnitedHealth Group Inchistory →COM1.10%$86M261.1K
18LINLinde PLChistory →SHS1.03%$81M189.6K
19AGGiShares Core U.S. Aggregate Bond ETFhistory →CORE US AGGBD ET1.03%$81M809.3K
20General Electric CoCOM NEW0.98%$77M250.2K
21JPMJPMorgan Chase & Cohistory →COM0.97%$76M236.7K
22PMPhilip Morris International Inchistory →COM0.97%$76M474.6K
23JNJJohnson & Johnsonhistory →COM0.96%$75M362.4K
24UNPUnion Pacific Corphistory →COM0.92%$72M310.5K
25TSMTaiwan Semiconductor Manufacturing Co Ltdhistory →SPONSORED ADS0.88%$69M227.5K
26ACNAccenture PLChistory →SHS CLASS A0.87%$68M254.8K
27iShares iBoxx $ Investment Grade Corporate Bond ETFIBOXX INV CP ETF0.84%$66M600.2K
28PLTRPalantir Technologies Inchistory →CL A0.83%$65M366.5K
29APOApollo Global Management Inchistory →COM0.78%$61M422.9K
30NFLXNetflix Inchistory →COM0.74%$58M619.2K
31ORCLOracle Corphistory →COM0.72%$57M290.8K
32APPAppLovin Corphistory →COM CL A0.70%$55M82.0K
33IEMGiShares Core MSCI Emerging Markets ETFhistory →CORE MSCI EMKT0.68%$53M795.2K
34QQQInvesco QQQ Trust Series 1history →UNIT SER 10.65%$51M83.4K
35ADBEAdobe Inchistory →COM0.64%$50M142.5K
36COSTCostco Wholesale Corphistory →COM0.61%$48M55.5K
37MUMicron Technology Inchistory →COM0.61%$48M166.6K
38PEPPepsiCo Inchistory →COM0.60%$47M330.0K
39WFCWells Fargo & Cohistory →COM0.59%$46M493.7K
40SPGIS&P Global Inchistory →COM0.58%$46M87.4K
41CCJCameco Corphistory →COM0.56%$44M481.4K
42AMDAdvanced Micro Devices Inchistory →COM0.55%$43M202.4K
43BACBank of America Corphistory →COM0.50%$39M711.6K
44CSCOCisco Systems Inchistory →COM0.49%$38M495.1K
45LRCXLam Research Corphistory →COM NEW0.49%$38M222.6K
46WMTWalmart Inchistory →COM0.47%$37M333.9K
47BKNGBooking Holdings Inchistory →COM0.47%$37M6.8K
48CARRCarrier Global Corphistory →COM0.43%$34M636.0K
49TDGTransDigm Group Inchistory →COM0.43%$33M25.1K
50VCSHVANGUARD SHORT-TERM CORPORATE BOND ETFhistory →SHRT TRM CORP BD0.42%$33M410.3K
51SHOPShopify Inchistory →CL A SUB VTG SHS0.41%$32M201.9K
52SPOTSpotify Technology SAhistory →SHS0.41%$32M55.5K
53IEFAiShares Core MSCI EAFE ETFhistory →CORE MSCI EAFE0.41%$32M358.5K
54SPYSPDR S&P 500 ETF Trusthistory →TR UNIT0.41%$32M46.8K
55LLYEli Lilly & Cohistory →COM0.40%$32M29.3K
56KLACKLA Corphistory →COM NEW0.40%$31M25.5K
57SUNCSunococorp LLChistory →COM SHS LLC0.38%$30M610.9K
58ICEIntercontinental Exchange Inchistory →COM0.38%$30M183.2K
59GILDGilead Sciences Inchistory →COM0.37%$29M235.4K
60PANWPalo Alto Networks Inchistory →COM0.37%$29M155.5K
61TMUST-Mobile US Inchistory →COM0.36%$28M139.1K
62EXMOCExxon Mobil Corphistory →COM0.35%$28M229.5K
63WCNWaste Connections Inchistory →COM0.34%$27M152.4K
64CMECME Group Inchistory →COM0.34%$27M97.6K
65UBERUber Technologies Inchistory →COM0.33%$26M321.4K
66BRK/BBerkshire Hathaway Inchistory →CL B NEW0.33%$26M51.9K
67QCOMQUALCOMM Inchistory →COM0.33%$26M150.9K
68AMATApplied Materials Inchistory →COM0.33%$26M100.2K
69ISRGIntuitive Surgical Inchistory →COM NEW0.32%$25M44.1K
70CATCaterpillar Inchistory →COM0.31%$24M42.2K
71TTEKTetra Tech Inchistory →COM0.31%$24M717.7K
72CMCSAComcast Corphistory →CL A0.30%$24M796.4K
73ADIAnalog Devices Inchistory →COM0.30%$23M85.6K
74INTUIntuit Inchistory →COM0.30%$23M34.9K
75SHWSherwin-Williams Co/Thehistory →COM0.28%$22M68.8K
76CEGConstellation Energy Corphistory →COM0.28%$22M63.0K
77URIUnited Rentals Inchistory →COM0.28%$22M27.5K
78NEMNewmont Corphistory →COM0.28%$22M221.8K
79LOWLowe's Cos Inchistory →COM0.28%$22M91.7K
80DASHDoorDash Inchistory →CL A0.28%$22M97.1K
81AMGNAmgen Inchistory →COM0.28%$22M66.9K
82INTCIntel Corphistory →COM0.28%$22M593.0K
83ARMKAramarkhistory →COM0.28%$22M589.0K
84PLDPrologis Inchistory →COM0.27%$21M165.5K
85CDNSCadence Design Systems Inchistory →COM0.27%$21M67.3K
86HCAHCA Healthcare Inchistory →COM0.25%$20M42.8K
87TXNTexas Instruments Inchistory →COM0.25%$20M113.8K
88BSXBoston Scientific Corphistory →COM0.25%$20M206.2K
89BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETFhistory →BBRG ALL COMD K10.25%$20M1.00M
90TJXTJX Cos Inc/Thehistory →COM0.24%$19M123.1K
91PHParker-Hannifin Corphistory →COM0.23%$18M20.9K
92UALUnited Airlines Holdings Inchistory →COM0.23%$18M164.1K
93ARCCAres Capital Corphistory →COM0.23%$18M901.1K
94GSGoldman Sachs Group Inc/Thehistory →COM0.23%$18M20.6K
95AEPAmerican Electric Power Co Inchistory →COM0.23%$18M156.0K
96KOCoca-Cola Co/Thehistory →COM0.23%$18M252.6K
97VRTXVertex Pharmaceuticals Inchistory →COM0.22%$17M37.7K
98EPDEnterprise Products Partners LPhistory →COM0.22%$17M529.7K
99EFAiShares MSCI EAFE ETFhistory →MSCI EAFE ETF0.22%$17M176.0K
100TTWOTake-Two Interactive Software Inchistory →COM0.21%$17M65.0K

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 ↗.