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Efg Asset Management (americas) Corp.
EFG Asset Management (Americas) Corp. is the U.S. subsidiary of EFG Asset Management, an international asset management firm headquartered in Miami, Florida. Founded in 2011, the firm is a registered investment adviser providing portfolio management and investment advisory services to individuals (including high net worth clients), corporations, and charitable organizations. With approximately 11 employees as of 2024, EFG specializes in serving both U.S. and non-U.S. clients, leveraging global research and expertise to deliver diversified investment solutions.
Investment Strategy
EFG Asset Management (Americas) Corp. pursues a diversified, multi-asset investment approach, incorporating both discretionary and non-discretionary mandates for a mix of U.S. and international clients. Their strategies focus on delivering personalized portfolio management primarily for individuals, including high net worth clients, as well as corporate and institutional accounts. The firm leverages a global research platform to construct portfolios across equities, fixed income, and alternative assets, emphasizing risk management and tailored solutions aligned with client goals.
Latest 13F Filing Activity
Efg Asset Management (americas) Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 135 equity positions with a total 13F market value of $542M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Eli Lilly & Co. among other positions. Efg Asset Management (americas) Corp. reduced exposure to Unitedhealth Group Inc., Palantir Technologies Inc., Fortive Corp. among others.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.29% | $28.7M | 57,717 | $247.11 | $497.41 | +$7.1M |
N NVDA | NVIDIA CORPORATION | 4.03% | $21.8M | 138,277 | $126.09 | $157.99 | +$7.4M |
I IJR | ISHARES TR | 3.46% | $18.7M | 171,552 | $116.68 | $109.29 | +$1.5M |
A AMZN | AMAZON COM INC | 3.32% | $18.0M | 82,065 | $131.15 | $219.39 | +$2.4M |
J JPM | JPMORGAN CHASE & CO. | 2.99% | $16.2M | 55,961 | $168.93 | $289.91 | +$2.1M |
Industry Allocation
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