Eurizon Asset Management Hungary Ltd.

Wealth advisor Mechanical financials specialist (94%) CIK 2110593
Long book
$93.1M
Q1 2026
Positions
20
Top-10 weight
97%
concentration
Last quarter
-7.8%
SPY +14.8%
Turnover
65%
of book per quarter

Strategy in plain words

auto-generated from filings

Eurizon Asset Management Hungary Ltd. is a wealth-management firm allocating client money, specialised in financials (94% of the long book), running a $93.1M US long book across 20 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ISHARES GOLD TRUST, SPDR GOLD SHARES, ABRDN PHYSICAL GOLD SHARES, AMAZON.COM INC, ADVANCED MICRO DEVICES.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-7.6%
Q1 2026
-7.8%

Sector allocation

Technology
69%
Consumer discretionary
21%
Services media
10%

Long book by quarter

$7.1M
Q4 2025
$93.1M
Q1 2026

What does Eurizon Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AMZN AMAZON.COM INCConsumer discretionary5.0K$1.0M1.1%-28.6%
AMD ADVANCED MICRO DEVICESTechnology5.0K$1.0M1.1%New
XYZ BLOCK INCTechnology15.0K$903K1.0%Held
NVDA NVIDIA CORPTechnology5.0K$872K0.9%-50.0%
MA MASTERCARD INC - AServices media1.0K$500K0.5%Held
MSFT MICROSOFT CORPTechnology1.0K$370K0.4%-33.3%
META META PLATFORMS INC-CLASS ATechnology600$343K0.4%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 7, 202620$93.1M canonicalSEC ↗
Q4 202513F-HRFeb 11, 20267$7.1M canonicalSEC ↗