EFGN 机构投资人持股和股东 EFG 国际股份公司 (SWX) 股票

基本统计

机构股东	72 total, 72 long only, 0 short only, 0 long/short - change of 5.88% MRQ
股价	15.92
平均投资组合配置	0.1339 % - change of -1.01% MRQ
已发行股票	shares (source: Capital IQ)

法人股（长期）	23,487,627 - 7.79% (ex 13D/G) - change of 0.97MM shares 4.31% MRQ
制度价值（长期）	$ 380,696 USD ($1000)

机构投资人持股和股东

EFG International AG (CH:EFGN) 有 72 已向美国证券交易委员会（SEC）提交13D/G或13F表格的机构股东和股东。这些机构共持有 23,487,627 股股票。最大股东包括 CAIBX - CAPITAL INCOME BUILDER Class A, SMCWX - SMALLCAP WORLD FUND INC Class A, DISVX - Dfa International Small Cap Value Portfolio - Institutional Class, AVDV - Avantis International Small Cap Value ETF, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, OAKEX - Oakmark International Small Cap Fund Investor Class, IEFA - iShares Core MSCI EAFE ETF, Dfa Investment Trust Co - The Continental Small Company Series, and DFIEX - International Core Equity Portfolio - Institutional Class .

EFG International AG (SWX:EFGN)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。

The share price as of September 10, 2025 is 15.92 / share. Previously, on September 11, 2024, the share price was 11.30 / share. This represents an increase of 40.88% over that period.

CH:EFGN / EFG International AG Institutional Ownership

基金情绪分数

基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。

更新频率：每日

请参阅“持股资源管理器”，它提供了排名最高的公司的列表。

查看排名最高的股票

13F和NPORT备案

关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。绿色行表示新头寸。红色行表示平仓。点击链接图标查看完整的交易历史记录。

更新解锁高级数据并导出到Excel Premium Registration Required .

生效日期 :

文件日期	来源	投资者	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-06-30	NP	VFSNX - 先锋富时全球（美国除外）小型股指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	313,590	-5.62	4,744	-8.73
2025-08-28	NP	SPEU - SPDR(R) 欧洲投资组合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5,885	-32.15	109	-15.62
2025-06-26	NP	IDEV - iShares 核心 MSCI 国际发达市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	17,802		269
2025-08-25	NP	美国基金保险系列 - 全球小资本基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	334,117	0.00	6,190	24.70
2025-08-28	NP	SSGVX - 道富环球股票（美国除外）指数投资组合道富环球全盘股票（美国除外）指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	21,977	0.00	406	23.85
2025-07-29	NP	VSGX - Vanguard ESG International 股票 ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	15,784	6.63	281	22.17
2025-08-29	NP	JAJDX - 国际小公司信托资产净值	3,750	0.00	70	25.45
2025-08-28	NP	QCSTRX - 股票账户类别 R1	238,491	185.28	4,420	254.45
2025-06-26	NP	DFAX - Dimensional World 前美国核心股票 2 ETF	81,053	0.00	1,225	-3.85
2025-06-26	NP	DFSI - Dimensional International Sustainability Core 1 ETF	5,862	0.00	89	-4.35
2025-08-15	NP	MBEQX - M国际股票基金	3,335	0.00	62	26.53
2025-08-29	NP	DEW - WisdomTree 全球高股息基金不适用	867	-2.36	16	23.08
2025-06-26	NP	DXIV - Dimensional International Vector 股票 ETF	2,851	6.18	43	2.38
2025-06-26	NP	FSISX - 富达 SAI 国际小型股指数基金	26,097	-2.54	393	-6.44
2025-06-26	NP	IEUR - iShares 核心 MSCI 欧洲 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	40,470	28.72	612	24.64
2025-06-24	NP	TLTD - FlexShares Morningstar 发达市场（美国除外）因子倾斜指数基金 This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,680	0.00	25	-3.85
2025-08-21	NP	MXIVX - 大西部国际价值基金投资者类别	91,800		1,701
2025-08-25	NP	美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	105,100	4.46	1,947	30.32
2025-07-28	NP	AVDVX - Avantis 国际小型价值基金机构级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	56,644	23.37	1,009	41.32
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	57,435	0.00	869	-3.34
2025-06-26	NP	DFAI - 维度国际核心股票市场ETF	58,075	46.58	878	40.77
2025-05-19	NP	MNCSX - 美世非美国核心股票基金 I 类	7,435	0.00	110	2.80
2025-06-26	NP	CAIBX - 资本收益创造者 A 级	7,785,720	0.00	117,136	-3.78
2025-07-29	NP	JISAX - 国际小公司基金类别资产净值	4,072	-48.71	73	-41.46
2025-06-26	NP	LAIEX - 阿贝特勋爵国际机会基金 A 级	170,000	-10.53	2,572	-13.49
2025-06-27	NP	EAISX - 参数国际股票基金投资者类别	8,432	0.00	128	-3.05
2025-07-29	NP	SSAIX - 道富国际选股基金 N 类	32,697	-6.59	582	6.61
2025-06-30	NP	PDN - Invesco FTSE RAFI 发达市场（美国除外）中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	10,218	-30.75	155	-32.90
2025-06-26	NP	SCZ - iShares MSCI EAFE 小盘股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	301,370	2.39	4,559	-0.98
2025-07-25	NP	SCHC - 嘉信国际小盘股 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	173,967	-4.00	3,100	10.28
2025-06-25	NP	RFDI - First Trust RiverFront 动态开发国际 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	26,460	-5.08	398	-8.72
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 国际配置投资组合 A 类	7,234	-35.71	134	17.54
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 国际核心股票基金	4,307	0.00	80	25.00
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 国际矢量股票投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	90,269	0.00	1,366	-3.33
2025-07-28	NP	AVDE - Avantis 国际股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	23,802	13.47	424	30.06
2025-06-30	NP	VGTSX - Vanguard Total International Stock Index Fund 投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,344,835	0.48	20,345	-2.84
2025-07-28	NP	AVSD - Avantis 责任国际股票 ETF	4,178		74
2025-06-26	NP	IEFA - iShares 核心 MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	710,742	1.02	10,752	-2.31
2025-06-26	NP	DFIS - 维度国际小型股 ETF	104,692	17.04	1,582	12.52
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 国际可持续发展核心 1 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	46,629	0.00	705	-3.29
2025-08-27	NP	Brighthouse Funds Trust II - Brighthouse/Dimensional International 小公司投资组合 A 类	18,152	-19.46	338	0.90
2025-08-29	NP	DWM - WisdomTree 国际股票基金不适用	5,799	0.00	107	25.88
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF	5,460		97
2025-08-25	NP	SMCWX - 小盘世界基金公司 A 类	2,750,000	0.00	50,948	24.70
2025-07-28	NP	AVDV - Avantis 国际小盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,547,958	16.84	27,582	33.71
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 全球（美国除外）目标价值投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	30,301	0.00	458	-3.38
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 全球（不包括美国）核心股票投资组合机构类别股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	45,706	0.00	691	-3.36
2025-06-26	NP	IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	118,150	-49.68	1,787	-51.35
2025-06-26	NP	DFIC - 维度国际核心股票 2 ETF	147,221	23.71	2,225	18.92
2025-08-06	NP	林肯可变保险产品信托 - LVIP 维度国际核心股票基金标准级	12,001	0.00	222	24.02
2025-06-26	NP	DISVX - Dfa 国际小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,976,447	0.23	29,900	-3.08
2025-06-26	NP	Dfa Investment Trust Co - 大陆小公司系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	601,176	-0.13	9,095	-3.43
2025-06-26	NP	IEUS - iShares MSCI 欧洲小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6,998	9.40	106	5.00
2025-08-26	NP	SBHSX - Segall Bryant & Hamill 国际小型股基金零售类别	4,355	-86.08	81	-67.08
2025-06-26	NP	DISV - Dimensional International 小盘价值 ETF	384,994	14.49	5,819	10.04
2025-06-27	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 国际社会核心股票投资组合机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	26,058	0.00	394	-3.19
2025-08-26	NP	ISVL - iShares International 开发的小盘价值因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5,103	10.55	95	38.24
2025-07-28	NP	AVDS - Avantis 国际小盘股 ETF	3,484	41.68	62	87.88
2025-06-30	NP	VEURX - 先锋欧洲股票指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	218,120	21.70	3,300	17.70
2025-08-26	NP	FSZ - 第一信托瑞士 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	97,584	-3.39	1,808	19.99
2025-08-28	NP	SMINX - SIMT 税收管理国际波动性基金 F 级	12,957	0.00	239	23.83
2025-08-29	NP	OAKEX - 奥克马克国际小型基金投资者类别	1,085,928	3.49	20,119	28.53
2025-08-29	NP	DDWM - WisdomTree 动态货币对冲国际股票基金不适用	7,819	55.69	144	94.59
2025-06-26	NP	FTIHX - 富达总体国际指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	45,288	0.00	682	-4.08
2025-08-29	NP	DTH - 智慧树国际高股息基金不适用	6,048	7.39	112	33.73
2025-08-21	NP	MXECX - Great-West 核心策略：国际股票基金机构类	42,800	-35.83	793	-20.22
2025-07-28	NP	AVDEX - Avantis 国际股票基金机构类 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5,092	36.04	91	55.17
2025-06-26	NP	DFIEX - 国际核心股票投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	562,030	0.00	8,503	-3.30
2025-05-27	NP	保诚系列基金 - 全球投资组合 I 类	35,621	-7.72	531	-5.18
2025-08-27	NP	VTMGX - 先锋发达市场指数基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,307,815	55.79	24,238	93.56
2025-08-29	NP	DIM - WisdomTree International MidCap Dividend Fund 不适用	14,288	-2.44	264	21.20
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Va 国际小型投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	17,150	0.00	259	-3.36

US:EFGIF
GB:EFGNz
GB:0QJX	CHF15.92
DE:E2S

EFGN 机构投资人持股和股东 EFG 国际股份公司 (SWX) 股票

基本统计

机构投资人持股和股东

基金情绪分数

13F和NPORT备案

Other Listings