We are live on ! Find out more
KBC Group

KBC Group Portfolio holdings

AUM $39.9B
1-Year Est. Return 29.7%
This Fund
S&P 500
This Quarter Est. Return
-3.14%
1 Year Est. Return
+29.7%
3 Year Est. Return
+99.77%
5 Year Est. Return
+133.11%
10 Year Est. Return
+496.57%
AUM
$32.2B
AUM Growth
-$4.08B
Cap. Flow
-$2.36B
Cap. Flow %
-7.31%
Top 10 Hldgs %
28.98%
Holding
1,909
New
88
Increased
695
Reduced
604
Closed
32

Top Buys

Rank Stock Value
1
CMCSA icon
Comcast
CMCSA
+$322M
2
VZ icon
Verizon
VZ
+$156M
3
KO icon
Coca-Cola
KO
+$116M
4
V icon
Visa
V
+$114M
5
DIS icon
Walt Disney
DIS
+$92.1M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$475M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$276M
3
AAPL icon
Apple
AAPL
+$243M
4
TSLA icon
Tesla
TSLA
+$217M
5
MSFT icon
Microsoft
MSFT
+$209M

Sector Composition

Rank Sector Weight
1 Technology 31.24%
2 Healthcare 14.74%
3 Financials 14.38%
4 Communication Services 12.23%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QBTS icon
1626
D-Wave Quantum Inc. Common Stock
QBTS
$6.66B
$69K ﹤0.01%
+9,094
New +$61.1K
TILE icon
1627
Interface
TILE
$1.96B
$69K ﹤0.01%
3,472
– –
BKE icon
1628
Buckle
BKE
$2.27B
$68K ﹤0.01%
1,773
– –
CLDX icon
1629
Celldex Therapeutics
CLDX
$3.02B
$68K ﹤0.01%
3,728
– –
DFIN icon
1630
Donnelley Financial Solutions
DFIN
$1.17B
$68K ﹤0.01%
1,550
– –
GO icon
1631
Grocery Outlet
GO
$906M
$68K ﹤0.01%
4,832
+326
+7% +$4.82K
KYMR icon
1632
Kymera Therapeutics
KYMR
$8.8B
$68K ﹤0.01%
2,479
+328
+15% +$12K
MGNI icon
1633
Magnite
MGNI
$2.78B
$68K ﹤0.01%
5,943
– –
PEB icon
1634
Pebblebrook Hotel Trust
PEB
$2.1B
$68K ﹤0.01%
6,732
– –
VRTS icon
1635
Virtus Investment Partners
VRTS
$1.09B
$68K ﹤0.01%
395
– –
ANDE icon
1636
Andersons Inc
ANDE
$2.44B
$67K ﹤0.01%
1,558
– –
ARDX icon
1637
Ardelyx
ARDX
$1.25B
$67K ﹤0.01%
13,706
– –
ARI
1638
Apollo Commercial Real Estate
ARI
$851M
$67K ﹤0.01%
7,002
– –
AVPT icon
1639
AvePoint
AVPT
$2.72B
$67K ﹤0.01%
+4,655
New +$78.2K
CLOV icon
1640
Clover Health Investments
CLOV
$2.29B
$67K ﹤0.01%
18,658
– –
HAPN
1641
Happen Inc
HAPN
$2.23B
$67K ﹤0.01%
+6,472
New +$86.8K
MSEX icon
1642
Middlesex Water
MSEX
$1.04B
$67K ﹤0.01%
1,047
+86
+9% +$4.67K
ALEX
1643
DELISTED
Alexander & Baldwin
ALEX
$66K ﹤0.01%
3,835
– –
JANX icon
1644
Janux Therapeutics
JANX
$950M
$66K ﹤0.01%
+2,461
New +$92.8K
KW
1645
DELISTED
Kennedy-Wilson Holdings
KW
$66K ﹤0.01%
7,632
– –
TRIP icon
1646
TripAdvisor
TRIP
$1.65B
$66K ﹤0.01%
4,680
+181
+4% +$2.84K
AAT
1647
American Assets Trust
AAT
$1.48B
$65K ﹤0.01%
3,217
– –
VISN
1648
Vistance Networks Inc
VISN
$2.64B
$65K ﹤0.01%
+12,163
New +$64.6K
DGII icon
1649
Digi International
DGII
$2.57B
$65K ﹤0.01%
2,329
– –
PBI icon
1650
Pitney Bowes
PBI
$2.46B
$65K ﹤0.01%
+7,209
New +$65.3K
64 65
66
67 68

Similar funds

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

KBC Group's Q1 2025 Portfolio in Review

As of Q1 2025, KBC Group held 1,909 positions worth $32.2B, down 11% from $36.3B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

KBC Group withdrew a net $2.36B in Q1 2025, closing 32 positions and reducing 604 holdings. Its most notable exit was Aspen Technology Inc, an estimated $10.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

Against the trend, KBC Group opened a new position in Sandisk worth $2.93M.

  • KBC Group's largest Q1 2025 buy was Sandisk: 61,634 shares worth $2.93M.
  • KBC Group added most to Comcast in Q1 2025, an estimated $322M increase.
  • KBC Group's biggest Q1 2025 reduction was Amazon, cutting an estimated $475M.
  • KBC Group fully exited Aspen Technology Inc in Q1 2025, selling an estimated $10.3M.
  • KBC Group's ten largest holdings make up 29% of its $32.2B portfolio in Q1 2025.
  • KBC Group opened 88 new positions and closed 32 in Q1 2025.
  • KBC Group's portfolio value fell 11% quarter-over-quarter to $32.2B.

Based on KBC Group's 13F filing for Q1 2025, filed 25 Apr 2025.