EFGN - EFG International AG Aktier - Aktiekurs, institutionellt ägande, aktieägare (SWX)

EFG International AG
CH ˙ SWX ˙ CH0022268228
15,88 CHF ↑0,08 (0,51%)
2025-09-08
DELAT PRIS
Grundläggande statistik
Institutionella ägare 72 total, 72 long only, 0 short only, 0 long/short - change of 5,88% MRQ
Aktiepris 15,88
Genomsnittlig portföljallokering 0.1339 % - change of −1,01% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 23 487 627 - 7,79% (ex 13D/G) - change of 0,97MM shares 4,31% MRQ
Institutionellt värde (lång) $ 380 696 USD ($1000)
Institutionellt ägande och aktieägare

EFG International AG (CH:EFGN) har 72 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 23,487,627 aktier. Största aktieägare inkluderar CAIBX - CAPITAL INCOME BUILDER Class A, SMCWX - SMALLCAP WORLD FUND INC Class A, DISVX - Dfa International Small Cap Value Portfolio - Institutional Class, AVDV - Avantis International Small Cap Value ETF, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, OAKEX - Oakmark International Small Cap Fund Investor Class, IEFA - iShares Core MSCI EAFE ETF, Dfa Investment Trust Co - The Continental Small Company Series, and DFIEX - International Core Equity Portfolio - Institutional Class .

EFG International AG (SWX:EFGN) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 8, 2025 is 15,88 / share. Previously, on September 9, 2024, the share price was 11,38 / share. This represents an increase of 39,54% over that period.

CH:EFGN / EFG International AG Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-06-30 NP VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 313 590 −5,62 4 744 −8,73
2025-08-28 NP SPEU - SPDR(R) Portfolio Europe ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 885 −32,15 109 −15,62
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 802 269
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 334 117 0,00 6 190 24,70
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 977 0,00 406 23,85
2025-07-29 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 784 6,63 281 22,17
2025-08-29 NP JAJDX - International Small Company Trust NAV 3 750 0,00 70 25,45
2025-08-28 NP QCSTRX - Stock Account Class R1 238 491 185,28 4 420 254,45
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 81 053 0,00 1 225 −3,85
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 5 862 0,00 89 −4,35
2025-08-15 NP MBEQX - M International Equity Fund 3 335 0,00 62 26,53
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 867 −2,36 16 23,08
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 2 851 6,18 43 2,38
2025-06-26 NP FSISX - Fidelity SAI International Small Cap Index Fund 26 097 −2,54 393 −6,44
2025-06-26 NP IEUR - iShares Core MSCI Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 470 28,72 612 24,64
2025-06-24 NP TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 680 0,00 25 −3,85
2025-08-21 NP MXIVX - Great-West International Value Fund Investor Class 91 800 1 701
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105 100 4,46 1 947 30,32
2025-07-28 NP AVDVX - Avantis International Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56 644 23,37 1 009 41,32
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57 435 0,00 869 −3,34
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 58 075 46,58 878 40,77
2025-05-19 NP MNCSX - Mercer Non-US Core Equity Fund Class I 7 435 0,00 110 2,80
2025-06-26 NP CAIBX - CAPITAL INCOME BUILDER Class A 7 785 720 0,00 117 136 −3,78
2025-07-29 NP JISAX - International Small Company Fund Class NAV 4 072 −48,71 73 −41,46
2025-06-26 NP LAIEX - Lord Abbett International Opportunities Fund Class A 170 000 −10,53 2 572 −13,49
2025-06-27 NP EAISX - Parametric International Equity Fund Investor Class 8 432 0,00 128 −3,05
2025-07-29 NP SSAIX - State Street International Stock Selection Fund Class N 32 697 −6,59 582 6,61
2025-06-30 NP PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 218 −30,75 155 −32,90
2025-06-26 NP SCZ - iShares MSCI EAFE Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 301 370 2,39 4 559 −0,98
2025-07-25 NP SCHC - Schwab International Small-Cap Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 173 967 −4,00 3 100 10,28
2025-06-25 NP RFDI - First Trust RiverFront Dynamic Developed International ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 460 −5,08 398 −8,72
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7 234 −35,71 134 17,54
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4 307 0,00 80 25,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 90 269 0,00 1 366 −3,33
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 802 13,47 424 30,06
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 344 835 0,48 20 345 −2,84
2025-07-28 NP AVSD - Avantis Responsible International Equity ETF 4 178 74
2025-06-26 NP IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 710 742 1,02 10 752 −2,31
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 104 692 17,04 1 582 12,52
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 629 0,00 705 −3,29
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 18 152 −19,46 338 0,90
2025-08-29 NP DWM - WisdomTree International Equity Fund N/A 5 799 0,00 107 25,88
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5 460 97
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 2 750 000 0,00 50 948 24,70
2025-07-28 NP AVDV - Avantis International Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 547 958 16,84 27 582 33,71
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 301 0,00 458 −3,38
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45 706 0,00 691 −3,36
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 118 150 −49,68 1 787 −51,35
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 147 221 23,71 2 225 18,92
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 12 001 0,00 222 24,02
2025-06-26 NP DISVX - Dfa International Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 976 447 0,23 29 900 −3,08
2025-06-26 NP Dfa Investment Trust Co - The Continental Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 601 176 −0,13 9 095 −3,43
2025-06-26 NP IEUS - iShares MSCI Europe Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 998 9,40 106 5,00
2025-08-26 NP SBHSX - Segall Bryant & Hamill International Small Cap Fund Retail Class 4 355 −86,08 81 −67,08
2025-06-26 NP DISV - Dimensional International Small Cap Value ETF 384 994 14,49 5 819 10,04
2025-06-27 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 058 0,00 394 −3,19
2025-08-26 NP ISVL - iShares International Developed Small Cap Value Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 103 10,55 95 38,24
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 3 484 41,68 62 87,88
2025-06-30 NP VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 218 120 21,70 3 300 17,70
2025-08-26 NP FSZ - First Trust Switzerland AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 97 584 −3,39 1 808 19,99
2025-08-28 NP SMINX - SIMT Tax-Managed International Managed Volatility Fund Class F 12 957 0,00 239 23,83
2025-08-29 NP OAKEX - Oakmark International Small Cap Fund Investor Class 1 085 928 3,49 20 119 28,53
2025-08-29 NP DDWM - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 7 819 55,69 144 94,59
2025-06-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45 288 0,00 682 −4,08
2025-08-29 NP DTH - WisdomTree International High Dividend Fund N/A 6 048 7,39 112 33,73
2025-08-21 NP MXECX - Great-West Core Strategies: International Equity Fund Institutional Class 42 800 −35,83 793 −20,22
2025-07-28 NP AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 092 36,04 91 55,17
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 562 030 0,00 8 503 −3,30
2025-05-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 35 621 −7,72 531 −5,18
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 307 815 55,79 24 238 93,56
2025-08-29 NP DIM - WisdomTree International MidCap Dividend Fund N/A 14 288 −2,44 264 21,20
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 150 0,00 259 −3,36
Other Listings
US:EFGIF
GB:EFGNz
GB:0QJX 15,86 CHF
DE:E2S
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