KBC Group NV

CIK 0001411133 · Q1 2026

13F Equity AUM

$39.9M

-100.0% QoQ

Positions

1,840

+116 QoQ

AUM Rank

#11,035

Top 89%

Skill Alpha (FF)

-1.2%/yr

Underperformer

Rank #3,980 · Top 48%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 28.0%Top 10: 37.2%Top 20: 45.3%

NVDA8.3%

AAPL5.8%

MSFT5.5%

GOOG4.9%

AMZN3.4%

AVGO3.0%

META2.1%

JPM1.7%

LLY1.3%

TSLA1.1%

Others (1830)62.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology36.9%

Healthcare11.4%

Financial Services11.4%

Communication Services10.2%

Industrials8.2%

Consumer Cyclical8.0%

Consumer Defensive3.7%

Basic Materials3.0%

Other7.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1840Median: 0.00%Avg: 0.05%

0–0.5%

1808(47.9%)

0.5–1%

21(13.9%)

1–3%

6(10.2%)

3–5%

2(8.3%)

5%+

3(19.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,840Unique: 0vs 20 funds

25.2%Moderate

1,840

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

35.1%

BlackRock, Inc.

46.2%

BANK OF AMERICA CORP /DE/

38.6%

STATE STREET CORP

53.7%

GEODE CAPITAL MANAGEMENT, LLC

52.4%

VANGUARD CAPITAL MANAGEMENT LLC

52.7%

JPMORGAN CHASE & CO

36.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

62.6%

FMR LLC

51.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New151Increased560Decreased365Exited24

New Positions

ABBV0.4%

+670K

MATX0.0%

+35K

APGE0.0%

+38K

AMCOR PLC0.0%

+97K

LASR0.0%

+69K

INDV0.0%

+76K

FIGS0.0%

+256K

CWH0.0%

+293K

CLVT0.0%

+1.6M

UCTT0.0%

+1K

Increased

AAPL5.8%

+2.1M(+30%)

KHC0.2%

+2.1M(+226%)

NVDA8.3%

+2.0M(+12%)

INTC0.3%

+1.9M(+202%)

PRMB0.2%

+1.7M(+49%)

FLEX0.3%

+1.7M(+542%)

F0.1%

+1.5M(+224%)

NLY0.3%

+1.5M(+44%)

KMB0.4%

+1.4M(+460%)

DD0.2%

+1.4M(+436%)

Decreased

NFLX0.3%

-2,943,435(-69%)

HBAN0.0%

-2,576,869(-91%)

GOOG4.9%

-1,902,518(-22%)

GEN0.1%

-1,479,425(-51%)

WBD0.1%

-1,336,401(-39%)

ABT0.3%

-1,334,196(-58%)

T0.3%

-1,128,511(-19%)

JNJ0.8%

-1,027,524(-45%)

AMZN3.4%

-986,285(-13%)

BAC1.0%

-868,728(-10%)

Exited

-15,259

-740,863

-3,746

-3,271

-1,707

-2,230

-7,055

-7,380

-2,221

-3,918

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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