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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
NUS icon
876
Nu Skin
NUS
$267M
$251K ﹤0.01%
+5,962
New +$229K
PLXS icon
877
Plexus
PLXS
$7.23B
$251K ﹤0.01%
2,443
– –
WSFS icon
878
WSFS Financial
WSFS
$4.15B
$251K ﹤0.01%
5,527
– –
QQQ icon
879
Invesco QQQ Trust
QQQ
$484B
$250K ﹤0.01%
939
+334
+55% +$92.4K
SPXC icon
880
SPX Corp
SPXC
$10.8B
$249K ﹤0.01%
3,791
– –
IIPR icon
881
Innovative Industrial Properties
IIPR
$1.72B
$245K ﹤0.01%
2,419
– –
COOP
882
DELISTED
Mr. Cooper
COOP
$244K ﹤0.01%
6,073
-362
-6% -$15.3K
IAA
883
DELISTED
IAA, Inc. Common Stock
IAA
$243K ﹤0.01%
6,063
– –
CNMD icon
884
CONMED
CNMD
$1.47B
$242K ﹤0.01%
2,726
– –
FIVN icon
885
FIVE9
FIVN
$2.6B
$240K ﹤0.01%
3,532
-707
-17% -$44.4K
LZB icon
886
La-Z-Boy
LZB
$1.69B
$240K ﹤0.01%
10,513
+31
+0.3% +$754
FWRD icon
887
Forward Air
FWRD
$654M
$238K ﹤0.01%
2,267
– –
BC icon
888
Brunswick
BC
$5.28B
$236K ﹤0.01%
3,281
-55
-2% -$3.91K
OTLY
889
Oatly Group
OTLY
$438M
$236K ﹤0.01%
6,793
– –
GNW icon
890
Genworth Financial
GNW
$3.71B
$234K ﹤0.01%
44,149
– –
RIVN icon
891
Rivian
RIVN
$23.2B
$232K ﹤0.01%
12,548
-171
-1% -$5.03K
BCC icon
892
Boise Cascade
BCC
$3.02B
$230K ﹤0.01%
3,345
-208
-6% -$14.2K
DTM icon
893
DT Midstream
DTM
$13.4B
$229K ﹤0.01%
4,140
-9,510
-70% -$543K
SFNC icon
894
Simmons First National
SFNC
$3.39B
$229K ﹤0.01%
10,592
– –
HNI icon
895
HNI Corp
HNI
$3.59B
$228K ﹤0.01%
8,030
-10,620
-57% -$302K
STNG icon
896
Scorpio Tankers
STNG
$3.81B
$228K ﹤0.01%
4,240
– –
ACLS icon
897
Axcelis
ACLS
$4.31B
$226K ﹤0.01%
2,842
– –
HUBG icon
898
HUB Group
HUBG
$2.92B
$226K ﹤0.01%
5,676
– –
OI icon
899
O-I Glass
OI
$1.08B
$224K ﹤0.01%
13,489
– –
ACM icon
900
Aecom
ACM
$9.75B
$221K ﹤0.01%
2,599
-3,269
-56% -$257K
34 35
36
37 38

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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.