KBC Group NV

Diversified mechanical Mechanical CIK 1411133
League rank
#15
in Diversified mechanical · #1003 overall
Long book
$39.87B
Q1 2026
Positions
1855
Top-10 weight
37%
concentration
Last quarter
+17.0%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

KBC Group NV is a mechanically diversified allocator, running a $39.87B US long book across 1855 positions.

The portfolio is moderately concentrated (top 10 ≈ 37% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, ALPHABET INC-CL C, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. 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
Q1 2024
+3.6%
Q2 2024
+4.3%
Q3 2024
+2.0%
Q4 2024
-5.3%
Q1 2025
+11.0%
Q2 2025
+7.5%
Q3 2025
+2.8%
Q4 2025
-6.2%
Q1 2026
+17.0%

Sector allocation

Technology
44%
Financials
12%
Healthcare
10%
Industrials
9%
Consumer discretionary
8%
Services media
5%
Other
4%
Consumer staples
2%

Long book by quarter

$31.46B
Q1 2024
$33.08B
Q2 2024
$33.08B
Q3 2024
$36.28B
Q4 2024
$32.20B
Q1 2025
$37.02B
Q2 2025
$41.70B
Q3 2025
$43.85B
Q4 2025
$39.87B
Q1 2026

What does KBC Group own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology19.0M$3.31B8.3%+12.0%
AAPL APPLE INCTechnology9.1M$2.32B5.8%+29.6%
MSFT MICROSOFT CORPTechnology6.0M$2.21B5.5%+6.2%
GOOG ALPHABET INC-CL CTechnology6.8M$1.96B4.9%-21.8%
AMZN AMAZON.COM INCConsumer discretionary6.6M$1.37B3.4%-13.0%
AVGO BROADCOM INCTechnology3.9M$1.19B3.0%-2.3%
META META PLATFORMS INC-CLASS ATechnology1.5M$841.4M2.1%-14.5%
JPM JPMORGAN CHASE & COFinancials2.3M$672.1M1.7%-16.2%
LLY ELI LILLY & COHealthcare576.2K$530.0M1.3%-18.2%
TSLA TESLA INCIndustrials1.2M$428.0M1.1%-11.1%
BAC BANK OF AMERICA CORPFinancials8.3M$403.3M1.0%-9.5%
C CITIGROUP INCFinancials3.5M$397.8M1.0%-8.7%
GILD GILEAD SCIENCES INCHealthcare2.7M$373.5M0.9%-17.4%
LRCX LAM RESEARCH CORPIndustrials1.6M$333.4M0.8%+60.1%
JNJ JOHNSON & JOHNSONHealthcare1.3M$310.3M0.8%-44.7%
MS MORGAN STANLEYFinancials1.8M$298.6M0.7%+0.2%
MU MICRON TECHNOLOGY INCTechnology859.7K$290.4M0.7%-33.2%
GOOGL ALPHABET INC-CL ATechnology1.0M$288.4M0.7%-24.4%
GS GOLDMAN SACHS GROUP INCFinancials328.7K$278.1M0.7%+11.7%
LIN LINDE PLCMaterials525.6K$260.6M0.7%-23.0%
BMY BRISTOL-MYERS SQUIBB COHealthcare4.0M$243.2M0.6%+1.1%
PFE PFIZER INCHealthcare8.5M$237.9M0.6%-7.9%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials490.5K$235.1M0.6%+286.5%
V VISA INC-CLASS A SHARESServices media776.7K$234.8M0.6%-41.2%
CRM SALESFORCE INCTechnology1.2M$228.1M0.6%+11.5%
IBM INTL BUSINESS MACHINES CORPTechnology925.7K$224.4M0.6%+7.6%
QCOM QUALCOMM INCTechnology1.7M$223.5M0.6%+30.5%
MA MASTERCARD INC - AServices media445.8K$222.7M0.6%-0.9%
AMD ADVANCED MICRO DEVICESTechnology1.1M$221.0M0.6%-9.6%
UBER UBER TECHNOLOGIES INCServices media3.0M$212.4M0.5%-8.1%
UNH UNITEDHEALTH GROUP INCFinancials783.9K$212.1M0.5%+32.2%
GEV GE VERNOVA INCIndustrials227.2K$198.3M0.5%-2.4%
GLW CORNING INCIndustrials1.4M$193.1M0.5%+5.4%
COF CAPITAL ONE FINANCIAL CORPFinancials1.0M$191.4M0.5%-2.3%
ORCL ORACLE CORPTechnology1.3M$187.6M0.5%-5.6%
CAH CARDINAL HEALTH INCConsumer discretionary864.8K$182.7M0.5%-15.4%
ISRG INTUITIVE SURGICAL INCHealthcare385.0K$177.5M0.4%-8.5%
CTVA CORTEVA INCConsumer staples2.1M$174.4M0.4%+58.8%
HCA HCA HEALTHCARE INCHealthcare354.6K$167.8M0.4%-7.8%
KMB KIMBERLY-CLARK CORPOther1.7M$163.6M0.4%+459.9%
APH AMPHENOL CORP-CL ATechnology1.3M$162.7M0.4%+28.0%
CAT CATERPILLAR INCIndustrials229.3K$162.4M0.4%+47.7%
FERG FERGUSON ENTERPRISES INCConsumer discretionary671.3K$156.6M0.4%+2.2%
MNST MONSTER BEVERAGE CORPConsumer staples2.2M$156.3M0.4%+77.8%
BSX BOSTON SCIENTIFIC CORPHealthcare2.4M$151.9M0.4%-20.5%
CSCO CISCO SYSTEMS INCTechnology2.0M$151.4M0.4%+22.9%
CF CF INDUSTRIES HOLDINGS INCOther1.2M$150.2M0.4%-1.2%
PG PROCTER & GAMBLE CO/THEOther1.0M$150.0M0.4%+5.2%
MRK MERCK & CO. INC.Healthcare1.2M$146.5M0.4%-4.7%
ABBV ABBVIE INCHealthcare669.6K$145.6M0.4%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 7, 20262550$39.87B $K fixed canonicalSEC ↗
Q4 202513F-HRJan 26, 20262390$43.85B $K fixed canonicalSEC ↗
Q3 202513F-HRJan 20, 20262361$41.70B $K fixed canonicalSEC ↗
Q2 202513F-HRAug 8, 20252298$37.02B $K fixed canonicalSEC ↗
Q1 202513F-HRApr 25, 20252558$32.22B $K fixed canonicalSEC ↗
Q4 202413F-HRJan 22, 20252514$36.29B $K fixed canonicalSEC ↗
Q3 202413F-HRNov 6, 20242532$33.10B $K fixed canonicalSEC ↗
Q2 202413F-HRJul 17, 20242545$33.10B $K fixed canonicalSEC ↗
Q1 202413F-HRMay 8, 20242479$31.48B $K fixed canonicalSEC ↗