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Agf Management LTD

CIK:0001003518
Asset Manager
$54B AUM
624 holdings
Toronto, ON, Canada
Founded:1957
634 employees
agf.com
Latest filing:Jun 30, 2025

AGF Management Limited is a diversified asset management and investment firm headquartered in Toronto, Ontario, Canada. Founded in 1957, AGF provides investment solutions to financial advisors, individual investors, institutions, pension plans, corporate plans, sovereign wealth funds, endowments, and foundations. The firm manages multiple business lines—AGF Investments, AGF Private Wealth, and AGF Private Capital—offering mutual funds, ETFs, private wealth and private markets access. AGF employs approximately 634 people and serves clients globally.

Investment Strategy

AGF Management Limited focuses on a disciplined, global investment approach that spans equities, fixed income, alternatives, and multi-asset strategies. The firm aims to deliver customized investment solutions tailored for diverse objectives, including wealth accumulation, risk management, and income generation. AGF emphasizes innovation and robust research, balancing traditional and factor-based investing through mutual funds, ETFs, and specialized private capital strategies targeting both retail and institutional clients.

Latest 13F Filing Activity

Agf Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 560 equity positions with a total 13F market value of $22B. The fund increased holdings in Broadcom Inc., Goldman Sachs Group Common, L3harris Technologies Inc. among other positions. Agf Management LTD reduced exposure to CRH PLC, Raymond James Financial Inc., Amazon.com Inc. among others.

Top Buys
A
AVGOBroadcom Inc.
+$335.1M
G
GSGoldman Sachs Group Common
+$333.0M
L
LHXL3Harris Technologies Inc.
+$324.9M
W
WMTWalmart Inc.
+$301.6M
M
METAMeta Platforms Inc.
+$273.0M
Top Sells
C
CRHCRH PLC
-$263.9M
R
RJFRaymond James Financial Inc.
-$225.2M
A
AMZNAmazon.com Inc.
-$198.8M
I
ISRGIntuitive Surgical Inc.
-$176.8M
L
LLYEli Lilly and Co.
-$170.6M

Top Holdings

N
NVDANVIDIA Corp.
+3.9%$854.7M
M
METAMeta Platforms Inc.
+3.1%$677.6M
A
AVGOBroadcom Inc.
+2.9%$641.9M
G
GOOGLAlphabet Inc.
+2.3%$496.5M
A
AMZNAmazon.com Inc.
+2.1%$458.1M

Equity Positions (560)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA Corp.3.88%$854.7M5,409,643$51.18$157.99+$211.5M
M
META
Meta Platforms Inc.3.07%$677.6M918,035$617.17$738.09+$273.0M
A
AVGO
Broadcom Inc.2.91%$641.9M2,328,813$182.43$275.65+$335.1M
G
GOOGL
Alphabet Inc.2.25%$496.5M2,817,584$147.36$176.23+$26.7M
A
AMZN
Amazon.com Inc.2.08%$458.1M2,088,162$129.67$219.39-$198.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+7.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.6%
SERVICES-PREPACKAGED SOFTWARE
+5.5%
COMMERCIAL BANKS, NEC
+4.3%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+4.3%

Investment Team (1)

NameRoleLocationLinkedIn
Josh Belko
Josh Belko		Portfolio ManagerBoston, MA , United States