Efg Asset Management (Americas) Corp. Reduced Holdings in Q3 2025

Efg Asset Management (Americas) Corp.

  • $566 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-14.5K
- 83.65%
$237.77 - $353.61 $3.44M - $5.11M
2.83K $975K
VRSK
Verisk Analytics, Inc.

Industrials
-22K
- 70.48%
$242.3 - $312.95 $5.33M - $6.88M
9.21K $2.32M
FTV
Fortive Corp

Technology
-73.7K
- 92.46%
$46.55 - $53.34 $3.43M - $3.93M
6.02K $294K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5.27K
- 51.9%
$404.94 - $499.99 $2.14M - $2.64M
4.89K $2.37M
AAPL
Apple Inc.

Technology
-16.8K
- 29.13%
$202.38 - $256.87 $3.41M - $4.32M
41K $10.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-6.38K
- 22.54%
$291.67 - $316.99 $1.86M - $2.02M
21.9K $6.66M
ADBE
Adobe Inc.

Technology
-4.73K
- 29.7%
$333.65 - $392.1 $1.58M - $1.85M
11.2K $3.95M
MSCI
Msci Inc.

Financial Services
-3.49K
- 22.85%
$526.48 - $588.0 $1.84M - $2.05M
11.8K $6.69M
FICO
Fair Isaac Corp

Technology
-968
- 73.61%
$1311.26 - $1869.83 $1.27M - $1.81M
347 $519K
TSLA
Tesla, Inc.

Consumer Cyclical
-7.26K
- 93.59%
$293.94 - $444.72 $2.13M - $3.23M
497 $221K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-9.8K
- 73.2%
$185.65 - $214.38 $1.82M - $2.1M
3.59K $719K
IAU
Ishares Gold Trust

ETFs
-63.8K
- 29.17%
$61.62 - $72.77 $3.93M - $4.64M
155K $11.3M
JNJ
Johnson & Johnson

Healthcare
-10.6K
- 49.04%
$155.17 - $185.42 $1.65M - $1.97M
11K $2.05M
CSL
Carlisle Companies Inc

Industrials
-3.81K
- 59.83%
$327.52 - $435.11 $1.25M - $1.66M
2.56K $841K
IEV
Ishares Tr Europe ETF

ETFs
-21.3K
- 75.95%
$61.37 - $65.49 $1.31M - $1.4M
6.76K $442K
FANG
Diamondback Energy, Inc.

Energy
-4.02K
- 11.89%
$134.53 - $152.5 $541K - $613K
29.8K $4.26M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3.11K
- 55.44%
$159.87 - $247.68 $497K - $770K
2.5K $444K
XOM
Exxon Mobil Corp

Energy
-7.78K
- 43.97%
$105.83 - $117.22 $823K - $912K
9.92K $1.12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-7.75K
- 23.49%
$117.65 - $120.08 $911K - $930K
25.2K $3.02M
CME
Cme Group Inc.

Financial Services
-3.9K
- 10.09%
$258.83 - $287.1 $1.01M - $1.12M
34.8K $9.4M
EXPO
Exponent Inc

Industrials
-4.84K
- 10.62%
$68.33 - $77.6 $331K - $376K
40.7K $2.83M
PEP
Pepsico Inc

Consumer Defensive
-3.45K
- 11.0%
$133.81 - $152.16 $462K - $525K
27.9K $3.92M
TREX
Trex CO Inc

Industrials
-7.16K
- 11.84%
$50.48 - $68.49 $361K - $490K
53.3K $2.75M
SPGI
S&P Global Inc.

Financial Services
-622
- 5.38%
$484.94 - $564.15 $302K - $351K
10.9K $5.33M
INTU
Intuit Inc

Technology
-1.93K
- 17.21%
$646.03 - $807.39 $1.25M - $1.56M
9.29K $6.34M
VRT
Vertiv Holdings CO

Industrials
-5.94K
- 19.44%
N/A
24.6K $2.13M
MA
Mastercard Inc

Financial Services
-1.71K
- 7.49%
$550.18 - $598.96 $940K - $1.02M
21.1K $12M
ACN
Accenture PLC

Technology
-735
- 16.37%
$232.56 - $304.78 $171K - $224K
3.76K $925K
SHV
Ishares Tr

ETFs
-3.8K
- 9.1%
$110.06 - $110.49 $418K - $420K
37.9K $4.19M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.57K
- 22.47%
$233.75 - $266.89 $367K - $420K
5.42K $1.29M
TXN
Texas Instruments Inc

Technology
-1.95K
- 20.69%
N/A
7.46K $1.45M
QCOM
Qualcomm Inc

Technology
-5.16K
- 13.49%
$145.84 - $173.55 $752K - $895K
33.1K $5.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.33K
- 16.81%
$82.38 - $83.0 $357K - $359K
21.4K $1.78M
MO
Altria Group, Inc.

Consumer Defensive
-9.05K
- 18.53%
$57.75 - $67.68 $522K - $612K
39.8K $2.63M
VZ
Verizon Communications Inc

Communication Services
-5.55K
- 22.69%
$40.84 - $45.06 $227K - $250K
18.9K $831K
ITW
Illinois Tool Works Inc

Industrials
-1.28K
- 24.79%
$252.31 - $269.41 $322K - $343K
3.87K $1.01M
VUG
Vanguard Growth ETF

ETFs
-870
- 60.8%
$433.97 - $484.08 $378K - $421K
561 $269K
NEE
Nextera Energy Inc

Utilities
-3.9K
- 25.58%
$69.77 - $77.54 $272K - $302K
11.3K $855K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.93K
- 23.72%
$121.35 - $144.54 $477K - $568K
12.6K $1.83M
ABBV
Abb Vie Inc.

Healthcare
-1.84K
- 15.63%
$184.85 - $231.54 $340K - $426K
9.92K $2.3M
TRP
Tc Energy Corp

Energy
-5.99K
- 23.32%
$46.58 - $54.41 $279K - $326K
19.7K $1.07M
WMT
Walmart Inc.

Consumer Defensive
-10.7K
- 16.5%
$94.4 - $104.27 $1.01M - $1.12M
54.1K $5.58M
IVE
Ishares S&P 500 Value ETF

ETFs
-796
- 16.09%
$194.44 - $206.51 $155K - $164K
4.15K $857K
Blackrock Inc
-747
- 36.12%
N/A
1.32K $0
Thomson Reuters Corp
-5.13K
- 30.16%
N/A
11.9K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
-299
- 1.93%
$30.67 - $32.13 $9.17K - $9.61K
15.2K $481K
HD
Home Depot, Inc.

Consumer Cyclical
-347
- 8.9%
$357.4 - $423.42 $124K - $147K
3.55K $1.44M
MDT
Medtronic PLC

Healthcare
-1.13K
- 4.79%
$87.67 - $95.74 $99.2K - $108K
22.5K $2.14M
NSC
Norfolk Southern Corp

Industrials
-1.12K
- 14.3%
$259.49 - $300.41 $291K - $336K
6.71K $2.02M
Activity Summary
Buys All Purchases 74 New Holdings 22 Increased Positions 52 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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