EFG International AG
All 13F Filings
- Location
- Zurich, V8
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 5,464,576
- Description
- Zurich based advisory led wealth manager with a regulated corporate organization and a research first and risk aware investment mandate. The approach emphasizes cross border allocation discipline, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through policy aligned investment process and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 1,088 | 5,464,576 | 13F-HR | EFG International AG |
| Q1 2026 | 5/15/2026 | 1,040 | 4,674,896 | 13F-HR | EFG International AG |
| Q4 2025 | 2/17/2026 | 869 | 5,171,117 | 13F-HR | EFG International AG |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.906 M | 89.8% | 703.5 K | 0 | 703.5 K |
| ETFs | 481.5 K | 8.8% | 75.63 K | 0 | 75.63 K |
| Debt | 76.74 K | 1.4% | 25.39 K | 0 | 25.39 K |
| Other | 422 | 0.0% | 63 | 0 | 63 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
5,464,576
Holdings
1088
QoQ value change ($000)
789,680
(16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.