SEC 13F Intelligence

Managers / Q1 2026

EFG International AG

CIK 0002109868 · BLEICHERWEG 8, ZURICH, 8001 · 41 44 226 1850

Reported Value
$4.7B
Q1 2026
Positions
2,315
Filings on Record
2
2019–present window
Filed
May 15, 2026
original filing

Summary

Efg International Ag reported $4.7B in U.S.-listed holdings across 2,315 positions for Q1 2026.

Its largest position, MSFT, represents 1.1% of the portfolio.

Compared with Q4 2025, the fund opened 253 new positions and exited 85.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $5.2BQ4 ’25Q1 ’26: $4.7BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.7B2,315May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.2B1,918Feb 17, 202613F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 7 additional managers.

  • EFG Bank AG028-26557
  • EFG Asset Management (UK) Ltd028-26564
  • EFG Asset Management (North America) Corp.028-22292
  • EFG Private Bank Ltd028-26567
  • EFG Private Wealth Management (Americas) Corp.028-15795
  • EFG Bank (Luxembourg) S.A.028-26568
  • Cite Gestion SA028-26572

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 ↗.