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Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $60.8B
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
+4.33%
1 Year Est. Return
+22.47%
3 Year Est. Return
+62.53%
5 Year Est. Return
+77.87%
10 Year Est. Return
+302.07%
AUM
$59B
AUM Growth
-$15.3B
Cap. Flow
-$17.5B
Cap. Flow %
-29.66%
Top 10 Hldgs %
23.25%
Holding
2,070
New
257
Increased
660
Reduced
658
Closed
198

Top Buys

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$593M
2
AMT icon
American Tower
AMT
+$295M
3
KLAC icon
KLA
KLAC
+$242M
4
IR icon
Ingersoll Rand
IR
+$149M
5
TTE icon
TotalEnergies
TTE
+$129M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.34B
2
AAPL icon
Apple
AAPL
+$1.27B
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.04B
4
AMZN icon
Amazon
AMZN
+$999M
5
AMAT icon
Applied Materials
AMAT
+$612M

Sector Composition

Rank Sector Weight
1 Technology 28.74%
2 Financials 12.95%
3 Industrials 12.91%
4 Healthcare 10.97%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VALE icon
51
Vale
VALE
$64.1B
$293M 0.5%
22,480,635
+208,128
+0.9% +$2.53M
ASML icon
52
ASML
ASML
$626B
$289M 0.49%
269,974
+29,742
+12% +$31M
KO icon
53
Coca-Cola
KO
$377B
$285M 0.48%
4,082,098
-4,325,522
-51% -$302M
CRH icon
54
CRH
CRH
$63.2B
$280M 0.47%
2,243,648
-495,851
-18% -$59.1M
LIN icon
55
Linde
LIN
$221B
$275M 0.47%
645,402
-308,662
-32% -$132M
PBR icon
56
Petrobras
PBR
$125B
$275M 0.47%
23,170,764
+1,600,921
+7% +$19.5M
EFX icon
57
Equifax
EFX
$20.3B
$268M 0.45%
1,236,214
-500,517
-29% -$110M
CDNS icon
58
Cadence Design Systems
CDNS
$93.6B
$266M 0.45%
852,094
-101,636
-11% -$33.2M
PTC icon
59
PTC
PTC
$15.8B
$263M 0.45%
1,510,458
-14,518
-1% -$2.7M
SCHW
60
Charles Schwab
SCHW
$183B
$261M 0.44%
2,615,026
-3,917,990
-60% -$372M
GS icon
61
Goldman Sachs
GS
$300B
$260M 0.44%
296,321
-310,880
-51% -$254M
XOM icon
62
ExxonMobil
XOM
$644B
$257M 0.44%
2,134,412
-3,677,926
-63% -$427M
MRVL icon
63
Marvell Technology
MRVL
$168B
$248M 0.42%
2,918,565
-3,473,448
-54% -$304M
BX icon
64
Blackstone
BX
$102B
$228M 0.39%
1,481,423
-2,131,240
-59% -$324M
TT icon
65
Trane Technologies
TT
$100B
$225M 0.38%
579,356
-527,643
-48% -$218M
TX icon
66
Ternium
TX
$9.67B
$224M 0.38%
5,866,281
+52,711
+0.9% +$1.94M
IVV icon
67
iShares Core S&P 500 ETF
IVV
$872B
$223M 0.38%
325,676
+18,245
+6% +$12.4M
MCD icon
68
McDonald's
MCD
$192B
$223M 0.38%
728,406
-918,972
-56% -$281M
PANW icon
69
Palo Alto Networks
PANW
$270B
$209M 0.35%
1,134,137
+421,943
+59% +$85.1M
BAP icon
70
Credicorp
BAP
$31.8B
$207M 0.35%
720,103
-5,049
-0.7% -$1.34M
TSLA icon
71
Tesla
TSLA
$1.23T
$204M 0.34%
452,709
+22,267
+5% +$9.87M
ADBE icon
72
Adobe
ADBE
$99.5B
$201M 0.34%
574,243
-198,759
-26% -$67.6M
J icon
73
Jacobs Solutions
J
$15.9B
$196M 0.33%
1,479,389
-1,617,359
-52% -$237M
UNH icon
74
UnitedHealth
UNH
$376B
$192M 0.33%
581,411
-499,707
-46% -$169M
HD icon
75
Home Depot
HD
$331B
$190M 0.32%
553,072
-652,366
-54% -$239M
1 2
3
4 5

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Lazard Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, Lazard Asset Management held 2,070 positions worth $59B, down 21% from $74.3B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Lazard Asset Management withdrew a net $17.5B in Q4 2025, closing 198 positions and reducing 658 holdings. Its most notable exit was Henry Schein, an estimated $30.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Financials and Industrials.

Against the trend, Lazard Asset Management opened a new position in Ingersoll Rand worth $149M.

  • Lazard Asset Management's largest Q4 2025 buy was Ingersoll Rand: 1,884,586 shares worth $149M.
  • Lazard Asset Management added most to Crown Castle in Q4 2025, an estimated $593M increase.
  • Lazard Asset Management's biggest Q4 2025 reduction was Microsoft, cutting an estimated $1.34B.
  • Lazard Asset Management fully exited Henry Schein in Q4 2025, selling an estimated $30.7M.
  • Lazard Asset Management's ten largest holdings make up 23% of its $59B portfolio in Q4 2025.
  • Lazard Asset Management opened 257 new positions and closed 198 in Q4 2025.
  • Lazard Asset Management's portfolio value fell 21% quarter-over-quarter to $59B.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.