Eurizon Capital SGR S.p.A.

Diversified mechanical Mechanical CIK 2107286
League rank
#17
in Diversified mechanical · #1039 overall
Long book
$32.02B
Q1 2026
Positions
1193
Top-10 weight
34%
concentration
Last quarter
+16.9%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

Eurizon Capital SGR S.p.A. is a mechanically diversified allocator, running a $32.02B US long book across 1193 positions.

The portfolio is moderately concentrated (top 10 ≈ 34% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL C.

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
-3.9%
Q1 2026
+16.9%

Sector allocation

Technology
39%
Industrials
12%
Financials
10%
Consumer discretionary
9%
Healthcare
9%
Other
5%
Services media
4%
Utilities
4%

Long book by quarter

$32.13B
Q4 2025
$32.02B
Q1 2026

What does Eurizon Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology14.3M$2.47B7.7%+2.4%
AAPL APPLE INCTechnology6.5M$1.63B5.1%-11.7%
MSFT MICROSOFT CORPTechnology4.2M$1.55B4.8%-0.3%
AMZN AMAZON.COM INCConsumer discretionary4.9M$1.02B3.2%-8.9%
GOOG ALPHABET INC-CL CTechnology3.2M$916.5M2.9%-0.7%
AVGO BROADCOM INCTechnology2.7M$827.0M2.6%-4.5%
GOOGL ALPHABET INC-CL ATechnology2.5M$702.6M2.2%-4.5%
META META PLATFORMS INC-CLASS ATechnology1.1M$613.6M1.9%+10.7%
TSLA TESLA INCIndustrials1.5M$559.3M1.7%+3.3%
JNJ JOHNSON & JOHNSONHealthcare1.9M$455.8M1.4%-2.9%
LLY ELI LILLY & COHealthcare441.2K$403.0M1.3%-16.6%
V VISA INC-CLASS A SHARESServices media1.2M$355.2M1.1%New
BAC BANK OF AMERICA CORPFinancials7.2M$348.2M1.1%+6.8%
MRK MERCK & CO. INC.Healthcare2.8M$338.5M1.1%+12.4%
ABBV ABBVIE INCHealthcare1.5M$324.7M1.0%-3.6%
KO COCA-COLA CO/THEConsumer staples4.3M$324.1M1.0%+14.0%
LOW LOWE'S COS INCConsumer discretionary1.3M$304.9M1.0%+1.2%
KLAC KLA CORPOther206.1K$299.5M0.9%-2.5%
WMT WALMART INCConsumer discretionary2.2M$276.7M0.9%New
INTC INTEL CORPTechnology5.8M$252.8M0.8%+8.2%
C CITIGROUP INCFinancials2.2M$249.6M0.8%-12.8%
CAT CATERPILLAR INCIndustrials347.1K$242.9M0.8%+11.9%
LRCX LAM RESEARCH CORPIndustrials1.1M$228.6M0.7%-16.8%
HON HONEYWELL INTERNATIONAL INCIndustrials996.3K$224.9M0.7%-21.6%
COP CONOCOPHILLIPSEnergy1.6M$211.8M0.7%+16.8%
TMO THERMO FISHER SCIENTIFIC INCOther418.5K$204.8M0.6%-1.9%
JPM JPMORGAN CHASE & COFinancials692.6K$202.7M0.6%-19.9%
FITB FIFTH THIRD BANCORPFinancials4.3M$199.5M0.6%+1038.5%
NXPI NXP SEMICONDUCTORS NVTechnology997.0K$194.9M0.6%New
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials391.5K$187.4M0.6%-22.2%
PM PHILIP MORRIS INTERNATIONALConsumer staples1.1M$186.4M0.6%+86.4%
AMD ADVANCED MICRO DEVICESTechnology900.5K$181.9M0.6%-24.7%
PH PARKER HANNIFIN CORPIndustrials199.3K$176.8M0.6%-5.4%
CME CME GROUP INCFinancials595.7K$176.6M0.6%+934.7%
JCI JOHNSON CONTROLS INTERNATIONIndustrials1.3M$175.1M0.5%New
PCG P G & E CORPUtilities9.8M$171.4M0.5%+1.4%
MU MICRON TECHNOLOGY INCTechnology508.2K$168.6M0.5%-6.9%
NFLX NETFLIX INCServices media1.8M$167.6M0.5%+17.9%
BKNG BOOKING HOLDINGS INCIndustrials39.8K$167.1M0.5%+1.5%
PGR PROGRESSIVE CORPFinancials833.6K$166.1M0.5%+2.4%
ROST ROSS STORES INCConsumer discretionary764.8K$164.4M0.5%-32.6%
GEV GE VERNOVA INCIndustrials183.7K$157.6M0.5%-3.9%
IFF INTL FLAVORS & FRAGRANCESOther2.1M$155.0M0.5%-31.7%
UNH UNITEDHEALTH GROUP INCFinancials555.1K$149.2M0.5%-1.9%
LIN LINDE PLCMaterials297.3K$147.6M0.5%New
PANW PALO ALTO NETWORKS INCTechnology914.1K$145.7M0.5%+2.3%
MCD MCDONALD'S CORPConsumer discretionary467.3K$145.1M0.5%+9.8%
PG PROCTER & GAMBLE CO/THEOther996.4K$144.1M0.5%+0.6%
BKR BAKER HUGHES COIndustrials2.3M$141.9M0.4%-26.5%
COST COSTCO WHOLESALE CORPConsumer discretionary141.3K$141.0M0.4%+150.5%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 8, 20261193$32.02B canonicalSEC ↗
Q4 202513F-HRFeb 10, 20261090$32.13B canonicalSEC ↗