EFG International AG

Zurich, V8 · CIK 2109868 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityEFG International AG (CH)

Other 13F filers in this group: EFG Bank (Luxembourg) S.A. files a notice, EFG Bank AG files a notice

Kindinstitutions, FCA fund manager, bank or insurer
Others nearbyMiami, FL, Portland, OR, Luxembourg, Zürich, Oakland, CA, London
FamilyEFG International AG · 6 related pages

As an employer

Staff in Australia146
UK employer size250 to 499

Where they work

people there (dot area)number not reportedHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

In Australia

Staff (2024-25)146
Women38%
Resigned in the year26.0%
Part-time3%
Financial services licences1
Income (ATO)A$186.2m

Entity	Role	Staff	Women	Resigned
SHAW AND PARTNERS LIMITED Australian Public Company · Sydney	licenseeAFSL 236048	146	38%	26.0%

Sources: ASIC licence register, APRA, the Workplace Gender Equality Agency (employers with 100+ staff), ATO and the ABN register (Creative Commons Attribution).

In the UK

FCA-authorised companies2
Manages investmentsyes
Runs fundsyes
Retail clientsyes

Company	Town	Staff	Pay gap report	FCA register
EFG PRIVATE BANK LIMITED Private Limited CompanyFCA: Authorised · manages investments, advises, deals, custody	London		250 to 499	Authorisedmanages investments, advises, deals, custody
EFG ASSET MANAGEMENT (UK) LIMITED Private Limited CompanyFCA: Authorised · manages investments, manages AIFs, advises, deals	London			Authorisedmanages investments, manages AIFs, advises, deals

Gender pay gap report	Size	Hourly gap	Bonus gap	Women in top quarter of pay
EFG PRIVATE BANK LIMITED2025	250 to 499	28.4%	50.0%	21%

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$5.5bn reported value +17.2% vs Q1 2026

1,088positions

30.4%in top 10

117 new 364 added 335 reduced 66 sold out vs Q1 2026

This report includes the holdings of 8 other managers that share the investment decisions:

Cite Gestion SA – reports through this filing
Clarity Funds Management Ltd – reports through this filing
EFG Asset Management (North America) Corp. – reports through this filing
EFG Asset Management (UK) Ltd – reports through this filing
EFG Bank (Luxembourg) S.A. – reports through this filing
EFG Bank AG – reports through this filing
EFG Private Bank Ltd – reports through this filing
EFG Private Wealth Management (Americas) Corp. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,342,712	$268.6m4.92%	4.92%	Added +77.2k	+77,160 6.1%
2	MICROSOFT CORP COM MSFT	MSFT	555,410	$207.3m3.79%	3.79%	Added +48.8k	+48,807 9.6%
3	AMAZON COM INC COM AMZN	AMZN	818,505	$195.1m3.57%	3.57%	Added +52.0k	+52,039 6.8%
4	APPLE INC COM AAPL	AAPL	617,764	$178.8m3.27%	3.27%	Reduced -19.1k	-19,071 -3.0%
5	APPLIED MATLS INC COM AMAT	AMAT	233,059	$168.6m3.09%	3.09%	Reduced -1.3k	-1,271 -0.5%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	310,962	$148.1m2.71%	2.71%	Reduced -14.2k	-14,173 -4.4%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	376,257	$133.0m2.43%	2.43%	Reduced -21.4k	-21,424 -5.4%
8	BROADCOM INC COM AVGO	AVGO	350,765	$132.5m2.42%	2.42%	Added +7.4k	+7,404 2.2%
9	JPMORGAN CHASE & CO COM JPM	JPM	377,555	$123.6m2.26%	2.26%	Reduced -16.6k	-16,583 -4.2%
10	BANK AMERICA CORP COM BAC	BAC	1,830,050	$104.3m1.91%	1.91%	Added +88.2k	+88,184 5.1%
11	JOHNSON & JOHNSON COM JNJ	JNJ	374,628	$95.2m1.74%	1.74%	Reduced -22.0k	-22,008 -5.5%
12	ELI LILLY & CO COM LLY	LLY	75,750	$90.9m1.66%	1.66%	Added +3.7k	+3,705 5.1%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	248,162	$88.7m1.62%	1.62%	Reduced -5.3k	-5,312 -2.1%
14	MASTERCARD INCORPORATED CL A MA	MA	172,105	$88.4m1.62%	1.62%	Reduced -3.8k	-3,779 -2.1%
15	META PLATFORMS INC CL A META	META	139,143	$78.4m1.43%	1.43%	Reduced -16.0k	-15,977 -10.3%
16	UNITED RENTALS INC COM URI	URI	61,303	$69.5m1.27%	1.27%	Reduced -4.3k	-4,274 -6.5%
17	HEICO CORP NEW CL A HEI.A	HEI.A	256,767	$66.3m1.21%	1.21%	Reduced -5.4k	-5,397 -2.1%
18	PULTE GROUP INC COM PHM	PHM	476,224	$65.4m1.20%	1.20%	Reduced -7.7k	-7,745 -1.6%
19	ASTRAZENECA PLC ORD AZN	AZN	343,663	$65.2m1.19%	1.19%	Added +165.5k	+165,478 92.9%
20	VULCAN MATLS CO COM VMC	VMC	205,954	$60.8m1.11%	1.11%	Added +8.2k	+8,199 4.2%
21	DIAMONDBACK ENERGY INC COM FANG	FANG	327,970	$57.7m1.06%	1.06%	Reduced -51.1k	-51,126 -13.5%
22	GE VERNOVA INC COM GEV	GEV	48,107	$56.5m1.03%	1.03%	Added +33.1k	+33,053 219.6%
23	WALMART INC COM WMT	WMT	447,282	$50.7m0.93%	0.93%	Reduced -20.0k	-19,995 -4.3%
24	UNION PAC CORP COM UNP	UNP	184,407	$50.2m0.92%	0.92%	Reduced -84.9k	-84,886 -31.5%
25	ADVANCED MICRO DEVICES INC COM AMD	AMD	84,631	$49.2m0.90%	0.90%	Reduced -9.5k	-9,461 -10.1%
26	FERRARI N V COM RACE	RACE	129,047	$47.8m0.87%	0.87%	Reduced -15.8k	-15,776 -10.9%
27	MCKESSON CORP COM MCK	MCK	60,135	$45.4m0.83%	0.83%	Reduced -49	-49 -0.1%
28	UBS GROUP AG SHS UBS	UBS	898,628	$44.5m0.81%	0.81%	Added +5.8k	+5,797 0.7%
29	EXXON MOBIL CORP COM XOM	XOM	322,737	$44.1m0.81%	0.81%	Added +279.4k	+279,397 644.7%
30	ICICI BANK LIMITED ADR IBN	IBN	1,410,860	$41.0m0.75%	0.75%	Reduced -35.0k	-35,018 -2.4%
31	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	57,863	$39.7m0.73%	0.73%	Added +14.8k	+14,810 34.4%
32	ULTA BEAUTY INC COM ULTA	ULTA	81,695	$36.9m0.67%	0.67%	Reduced -2.1k	-2,121 -2.5%
33	AMCOR PLC COM NEW AMCR	AMCR	808,425	$35.1m0.64%	0.64%	Added +37.1k	+37,101 4.8%
34	CME GROUP INC COM CME	CME	152,844	$33.8m0.62%	0.62%	Reduced -9.8k	-9,850 -6.0%
35	TOTALENERGIES SE ACT TTE	TTE	428,055	$33.2m0.61%	0.61%	Added +329.2k	+329,184 332.9%
36	CONSTELLATION ENERGY CORP COM CEG	CEG	122,847	$30.5m0.56%	0.56%	Reduced -412	-412 -0.3%
37	ISHARES TR MSCI EMG MKT ETF EEM	EEM	442,311	$30.3m0.55%	0.55%	Added +183.0k	+183,045 70.6%
38	VERTIV HOLDINGS CO COM CL A VRT	VRT	88,972	$29.8m0.54%	0.54%	Reduced -8.1k	-8,113 -8.4%
39	MERCADOLIBRE INC COM MELI	MELI	15,847	$26.9m0.49%	0.49%	Reduced -947	-947 -5.6%
40	NETFLIX INC COM NFLX	NFLX	373,481	$26.7m0.49%	0.49%	Reduced -14.4k	-14,412 -3.7%
41	ISHARES TR CORE S&P SCP ETF IJR	IJR	176,739	$26.2m0.48%	0.48%	Reduced -4.1k	-4,107 -2.3%
42	TESLA INC COM TSLA	TSLA	59,375	$25.0m0.46%	0.46%	Reduced -1.6k	-1,649 -2.7%
43	SPDR GOLD TR GOLD SHS GLD	GLD	67,536	$24.9m0.46%	0.46%	Added +41.2k	+41,215 156.6%
44	ASTERA LABS INC COM ALAB	ALAB	49,499	$23.9m0.44%	0.44%	Reduced -10.6k	-10,597 -17.6%
45	AXON ENTERPRISE INC COM AXON	AXON	39,424	$22.1m0.40%	0.40%	Added +5.1k	+5,051 14.7%
46	PALO ALTO NETWORKS INC COM PANW	PANW	64,220	$21.9m0.40%	0.40%	Added +1.9k	+1,914 3.1%
47	DATADOG INC CL A COM DDOG	DDOG	82,999	$21.6m0.40%	0.40%	Reduced -1.0k	-1,049 -1.2%
48	MEDTRONIC PLC SHS MDT	MDT	259,402	$20.3m0.37%	0.37%	Added +10.1k	+10,064 4.0%
49	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	217,107	$20.3m0.37%	0.37%	Added +65.9k	+65,911 43.6%
50	TJX COS INC NEW COM TJX	TJX	124,611	$18.9m0.35%	0.35%	Reduced -9.2k	-9,167 -6.8%
51	LAM RESEARCH CORP COM NEW LRCX	LRCX	43,193	$18.7m0.34%	0.34%	Reduced -1.9k	-1,880 -4.2%
52	ABBVIE INC COM ABBV	ABBV	71,881	$18.1m0.33%	0.33%	Added +650	+650 0.9%
53	DANAHER CORPORATION COM DHR	DHR	92,526	$17.6m0.32%	0.32%	Reduced -18.1k	-18,112 -16.4%
54	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	34,705	$17.4m0.32%	0.32%	Reduced -4.8k	-4,761 -12.1%
55	ISHARES TR CORE S&P500 ETF IVV	IVV	22,006	$16.5m0.30%	0.30%	Added +2.4k	+2,433 12.4%
56	ROYAL CARIBBEAN GROUP COM RCL	RCL	51,169	$16.2m0.30%	0.30%	Added +6.1k	+6,133 13.6%
57	QUANTA SVCS INC COM PWR	PWR	22,439	$16.2m0.30%	0.30%	Reduced -5.3k	-5,340 -19.2%
58	ARISTA NETWORKS INC COM SHS ANET	ANET	94,788	$16.1m0.29%	0.29%	Added +10.5k	+10,476 12.4%
59	PEPSICO INC COM PEP	PEP	114,558	$15.5m0.28%	0.28%	Reduced -13.7k	-13,688 -10.7%
60	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	20,768	$15.5m0.28%	0.28%	Reduced -2.0k	-2,028 -8.9%
61	MERCK & CO INC COM MRK	MRK	119,627	$15.4m0.28%	0.28%	Reduced -11.1k	-11,077 -8.5%
62	CLOUDFLARE INC CL A COM NET	NET	62,310	$15.3m0.28%	0.28%	Reduced -2.9k	-2,875 -4.4%
63	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	85,918	$15.2m0.28%	0.28%	Unchanged
64	ISHARES TR MSCI USA VALUE VLUE	VLUE	74,816	$14.9m0.27%	0.27%	Reduced -3.0k	-2,971 -3.8%
65	HOME DEPOT INC COM HD	HD	42,071	$14.8m0.27%	0.27%	Added +2.5k	+2,479 6.3%
66	SNOWFLAKE INC CL A SNOW	SNOW	56,736	$14.4m0.26%	0.26%	Added +650	+650 1.2%
67	NORFOLK SOUTHN CORP COM NSC	NSC	44,495	$14.0m0.26%	0.26%	Added +1.2k	+1,193 2.8%
68	WILLIAMS SONOMA INC COM WSM	WSM	59,907	$14.0m0.26%	0.26%	Added +5.1k	+5,115 9.3%
69	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	18,974	$13.9m0.25%	0.25%	Added +464	+464 2.5%
70	MCDONALDS CORP COM MCD	MCD	49,425	$13.4m0.24%	0.24%	Reduced -11.8k	-11,766 -19.2%
71	NATERA INC COM NTRA	NTRA	48,845	$13.3m0.24%	0.24%	Added +3.6k	+3,647 8.1%
72	ISHARES GOLD TR ISHARES NEW IAU	IAU	175,224	$13.2m0.24%	0.24%	Added +3.5k	+3,484 2.0%
73	ROCKWELL AUTOMATION INC COM ROK	ROK	25,777	$12.8m0.23%	0.23%	Added +2.6k	+2,562 11.0%
74	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	38,234	$12.6m0.23%	0.23%	Reduced -7.3k	-7,291 -16.0%
75	ALCON AG ORD SHS ALC	ALC	186,455	$12.6m0.23%	0.23%	Added +41.6k	+41,604 28.7%
76	RALPH LAUREN CORP CL A RL	RL	31,255	$12.5m0.23%	0.23%	Added +6.0k	+6,036 23.9%
77	QUALCOMM INC COM QCOM	QCOM	67,024	$12.4m0.23%	0.23%	Reduced -97	-97 -0.1%
78	LOGITECH INTL S A SHS LOGI	LOGI	128,919	$12.1m0.22%	0.22%	Reduced -22.2k	-22,181 -14.7%
79	VISA INC COM CL A V	V	35,146	$12.1m0.22%	0.22%	Reduced -2.4k	-2,399 -6.4%
80	REDDIT INC CL A RDDT	RDDT	68,573	$11.9m0.22%	0.22%	Reduced -3.3k	-3,283 -4.6%
81	ONTO INNOVATION INC COM ONTO	ONTO	31,200	$11.8m0.22%	0.22%	Added +11.7k	+11,667 59.7%
82	MICRON TECHNOLOGY INC COM MU	MU	9,937	$11.5m0.21%	0.21%	Reduced -11.9k	-11,875 -54.4%
83	S&P GLOBAL INC COM SPGI	SPGI	29,295	$11.3m0.21%	0.21%	Reduced -8.4k	-8,428 -22.3%
84	ISHARES TR IBOXX INV CP ETF LQD	LQD	103,310	$11.3m0.21%	0.21%	Added +6.2k	+6,245 6.4%
85	TEXAS INSTRS INC COM TXN	TXN	37,522	$11.2m0.20%	0.20%	Added +2.1k	+2,124 6.0%
86	EATON CORP PLC SHS ETN	ETN	26,110	$11.1m0.20%	0.20%	Added +1.1k	+1,073 4.3%
87	NEXTERA ENERGY INC COM NEE	NEE	123,710	$10.9m0.20%	0.20%	Added +6.6k	+6,608 5.6%
88	CAMECO CORP COM CCJ	CCJ	106,663	$10.8m0.20%	0.20%	Reduced -293	-293 -0.3%
89	ISHARES TR MSCI ACWI ETF ACWI	ACWI	67,848	$10.7m0.19%	0.19%	Reduced -2.8k	-2,777 -3.9%
90	BLACKROCK INC COM BLK	BLK	10,846	$10.4m0.19%	0.19%	Added +612	+612 6.0%
91	IDEXX LABS INC COM IDXX	IDXX	19,619	$10.3m0.19%	0.19%	Added +1.8k	+1,804 10.1%
92	AMRIZE LTD SHS AMRZ	AMRZ	193,200	$10.2m0.19%	0.19%	Reduced -33.3k	-33,348 -14.7%
93	INTEL CORP COM INTC	INTC	72,222	$10.1m0.18%	0.18%	Reduced -33.8k	-33,825 -31.9%
94	SERVICENOW INC COM NOW	NOW	99,818	$9.9m0.18%	0.18%	Reduced -11.8k	-11,816 -10.6%
95	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	26,241	$9.8m0.18%	0.18%	Added +979	+979 3.9%
96	PURE STORAGE INC CL A P	P	124,909	$9.8m0.18%	0.18%	Added +7.8k	+7,829 6.7%
97	IONIS PHARMACEUTICALS INC COM IONS	IONS	122,804	$9.7m0.18%	0.18%	Added +28.8k	+28,824 30.7%
98	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	25,201	$9.6m0.18%	0.18%	Reduced -563	-563 -2.2%
99	COSTCO WHSL CORP NEW COM COST	COST	9,915	$9.3m0.17%	0.17%	Added +1.3k	+1,262 14.6%
100	AST SPACEMOBILE INC COM CL A ASTS	ASTS	104,050	$9.2m0.17%	0.17%	Added +15.2k	+15,207 17.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AEROVIRONMENT INC AVAV 0 07.15.30	AVAV 0 07.15.30	3,900,000	$3.8m3.9m shares
WORKIVA INC WK	WK	62,055	$3.7m62.1k shares
JD.COM INC JD 0.25 06.01.29	JD 0.25 06.01.29	3,500,000	$3.5m3.5m shares
BADGER METER INC BMI	BMI	22,466	$3.4m22.5k shares
ISHARES TR TFLO	TFLO	48,026	$2.4m48.0k shares
THOMSON REUTERS CORP		25,062	$2.3m25.1k shares
ARHAUS INC ARHS	ARHS	248,637	$1.7m248.6k shares
VENTAS RLTY LTD PARTNERSHIP VTR 3.75 06.01.26	VTR 3.75 06.01.26	1,000,000	$1.5m1.0m shares
AMERICAN INTL GROUP INC AIG	AIG	18,807	$1.4m18.8k shares
ITRON INC ITRI 1.375 07.15.30	ITRI 1.375 07.15.30	1,267,000	$1.3m1.3m shares
MKS INC. MKSI 1.25 06.01.30	MKSI 1.25 06.01.30	750,000	$1.2m750.0k shares
GLOBAL X FDS CLOU	CLOU	62,780	$1.2m62.8k shares
STRATEGY INC MSTR 0.875 03.15.31	MSTR 0.875 03.15.31	1,200,000	$1.2m1.2m shares
AFFIRM HLDGS INC AFRM 0.75 12.15.29	AFRM 0.75 12.15.29	1,200,000	$1.1m1.2m shares
HONEYWELL INTL INC		2,317	$1.0m2.3k shares
ISHARES TR FLOT	FLOT	19,091	$972.7k19.1k shares
RIVIAN AUTOMOTIVE INC RIVN 3.625 10.15.30	RIVN 3.625 10.15.30	1,000,000	$960.2k1.0m shares
LENDINGTREE INC NEW TREE	TREE	17,180	$737.0k17.2k shares
DENTSPLY SIRONA INC XRAY	XRAY	60,838	$706.0k60.8k shares
RUBRIK INC. RBRK	RBRK	13,950	$683.1k13.9k shares
WHIRLPOOL CORP WHR	WHR	11,470	$618.3k11.5k shares
ISHARES U S ETF TR LQDH	LQDH	6,605	$609.9k6.6k shares
INVESCO EXCH TRADED FD TR II BKLN	BKLN	24,445	$498.9k24.4k shares
MAKEMYTRIP LIMITED MAURITIUS MMYT	MMYT	12,153	$453.2k12.2k shares
ISHARES TR IAGG	IAGG	7,903	$395.5k7.9k shares