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KBC Group

KBC Group Portfolio holdings

AUM $46.3B
1-Year Est. Return 43.9%
This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+43.9%
3 Year Est. Return
+135.96%
5 Year Est. Return
+174.68%
10 Year Est. Return
+648.16%
AUM
$20.6B
AUM Growth
+$1.37B
Cap. Flow
-$108M
Cap. Flow %
-0.52%
Top 10 Hldgs %
24.22%
Holding
1,585
New
42
Increased
433
Reduced
362
Closed
69

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$140M
2
JNJ icon
Johnson & Johnson
JNJ
+$83.9M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.7M
4
JPM icon
JPMorgan Chase
JPM
+$56.2M
5
AVGO icon
Broadcom
AVGO
+$55.8M

Top Sells

Rank Stock Value
1
NKE icon
Nike
NKE
+$103M
2
BMY icon
Bristol-Myers Squibb
BMY
+$77.8M
3
CTXS
Citrix Systems Inc
CTXS
+$75.4M
4
MET icon
MetLife
MET
+$74.6M
5
ZTS icon
Zoetis
ZTS
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 27.13%
2 Healthcare 21.68%
3 Financials 14.1%
4 Consumer Discretionary 8.35%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSGS
726
DELISTED
CSG Systems International
CSGS
$673K ﹤0.01%
11,763
– –
SEM
727
DELISTED
Select Medical
SEM
$673K ﹤0.01%
50,275
+417
+0.8% +$5.39K
EVRG icon
728
Evergy
EVRG
$19.2B
$670K ﹤0.01%
10,650
– –
PLTR icon
729
Palantir
PLTR
$413B
$666K ﹤0.01%
103,629
– –
UPBD icon
730
Upbound Group
UPBD
$1.16B
$663K ﹤0.01%
29,393
– –
LBRDA icon
731
Liberty Broadband Class A
LBRDA
$5.16B
$662K ﹤0.01%
8,734
-221,666
-96% -$18M
WABC icon
732
Westamerica Bancorp
WABC
$1.37B
$661K ﹤0.01%
11,209
– –
MTN icon
733
Vail Resorts
MTN
$5.3B
$656K ﹤0.01%
2,752
-3
-0.1% -$704
IRM icon
734
Iron Mountain
IRM
$36.1B
$653K ﹤0.01%
13,083
+10
+0.1% +$505
BXP icon
735
Boston Properties
BXP
$11.1B
$651K ﹤0.01%
9,637
-31,270
-76% -$2.22M
LNT icon
736
Alliant Energy
LNT
$18B
$648K ﹤0.01%
11,736
– –
WYNN icon
737
Wynn Resorts
WYNN
$10.6B
$616K ﹤0.01%
7,478
-5,894
-44% -$431K
XPEV icon
738
XPeng
XPEV
$11.6B
$606K ﹤0.01%
60,946
+44,792
+277% +$404K
WTFC icon
739
Wintrust Financial
WTFC
$10.7B
$591K ﹤0.01%
+6,995
New +$618K
CHCT
740
Community Healthcare Trust
CHCT
$454M
$588K ﹤0.01%
16,432
+14,600
+797% +$497K
RGEN icon
741
Repligen
RGEN
$9.25B
$585K ﹤0.01%
+3,452
New +$626K
IPAR icon
742
Interparfums
IPAR
$3.94B
$582K ﹤0.01%
6,031
– –
VST icon
743
Vistra
VST
$47.4B
$582K ﹤0.01%
25,081
+14,353
+134% +$332K
WD icon
744
Walker & Dunlop
WD
$1.53B
$582K ﹤0.01%
7,420
– –
NBTB icon
745
NBT Bancorp
NBTB
$2.74B
$577K ﹤0.01%
13,282
– –
GATX icon
746
GATX Corp
GATX
$6.27B
$567K ﹤0.01%
5,335
+6
+0.1% +$625
LBTYK icon
747
Liberty Global Class C
LBTYK
$3.49B
$561K ﹤0.01%
28,869
– –
UGI icon
748
UGI
UGI
$7.33B
$554K ﹤0.01%
14,941
– –
NRG icon
749
NRG Energy
NRG
$24.8B
$550K ﹤0.01%
17,288
– –
ACA icon
750
Arcosa
ACA
$7.11B
$545K ﹤0.01%
10,026
– –
28 29
30
31 32

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KBC Group's Q4 2022 Portfolio in Review

As of Q4 2022, KBC Group held 1,585 positions worth $20.6B, up 7.1% from $19.2B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

KBC Group's Q4 2022 filing shows 42 new, 433 increased, 362 reduced and 69 closed positions. Its largest new stake was Ferguson: 50,222 shares worth $6.38M. The largest sale was Nike, an estimated $103M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • KBC Group's largest Q4 2022 buy was Ferguson: 50,222 shares worth $6.38M.
  • KBC Group added most to Apple in Q4 2022, an estimated $140M increase.
  • KBC Group's biggest Q4 2022 reduction was Nike, cutting an estimated $103M.
  • KBC Group fully exited Citrix Systems Inc in Q4 2022, selling an estimated $75.4M.
  • KBC Group's ten largest holdings make up 24% of its $20.6B portfolio in Q4 2022.
  • KBC Group opened 42 new positions and closed 69 in Q4 2022.
  • KBC Group's portfolio value rose 7.1% quarter-over-quarter to $20.6B.

Based on KBC Group's 13F filing for Q4 2022, filed 13 Feb 2023.