Efg Asset Management (Americas) Corp. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $566 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.4M, Nvidia Corp with a value of $26.7M, Ishares Core S&P Sm Cap ETF with a value of $20.6M, Amazon Com Inc with a value of $17.5M, and Jpmorgan Chase & CO with a value of $16.5M.

Examining the 13F form we can see an increase of $78.1M in the current position value, from $488M to 566M.

Below you can find more details about Efg Asset Management (Americas) Corp. portfolio as well as his latest detailed transactions.

Portfolio value $566 Million
ETFs: $158 Million
Technology: $133 Million
Financial Services: $60.1 Million
Consumer Cyclical: $59.5 Million
Healthcare: $47.4 Million
Industrials: $40.4 Million
Communication Services: $36.2 Million
Consumer Defensive: $12.8 Million
Other: $18.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $566 Million
  • Prior Value $488 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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