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CIK: 0001745879
Total reported value
$1.7B
$1.7B
153 檔
17.1%
The Q4 2024 SEC filing reveals that Unigestion Holding SA held a total portfolio value of $1.7B, covering 153 public equity positions.
During Q4 2024, Unigestion Holding SA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, MA) accounted for 17.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.94% | +4.18% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | +3.36% | NEW | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 3.31% | +3.45% | NEW | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.99% | +3.34% | NEW | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.69% | +3.62% | NEW | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 2.68% | +2.73% | NEW | |
| 7 | MSI | Motorola Solutions Inc | Stock-Tech | 2.56% | +2.53% | NEW | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.49% | +1.11% | NEW | |
| 9 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.43% | +2.77% | NEW | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.24% | +1.13% | NEW | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.12% | +2.56% | NEW | |
| 12 | NTAP | Netapp Inc | Stock-Tech | 2.03% | +1.67% | NEW | |
| 13 | PAYX | Paychex Inc | Stock-Tech | 2.03% | +2.55% | NEW | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 1.89% | +1.63% | NEW | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.81% | +0.87% | NEW | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 1.78% | +0.74% | NEW | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.71% | +2.48% | NEW | |
| 18 | SRE | Sempra | Stock-Utilities | 1.68% | — | -15.87% | |
| 19 | COR | Cencora Inc | Stock-Healthcare | 1.65% | +2.50% | NEW | |
| 20 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.64% | +0.69% | NEW | |
| 21 | RSG | Republic Services Inc | Stock-Industrials | 1.61% | +1.96% | NEW | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.59% | +0.67% | NEW | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.58% | +1.69% | NEW | |
| 24 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.58% | +0.78% | NEW | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.50% | +2.11% | NEW | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 1.46% | +1.47% | NEW | |
| 27 | EA | Electronic Arts Inc | Stock-Comm Services | 1.43% | — | -21.63% | |
| 28 | CDW | Cdw Corp/de | Stock-Tech | 1.42% | +0.78% | NEW | |
| 29 | ED | Consolidated Edison Inc | Stock-Utilities | 1.36% | — | -17.13% | |
| 30 | IT | Gartner Inc | Stock-Tech | 1.35% | +0.86% | NEW | |
| 31 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.30% | +1.54% | NEW | |
| 32 | CME | Cme Group Inc | Stock-Financials | 1.30% | +1.58% | NEW | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 1.24% | +1.63% | NEW | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | +0.81% | NEW | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.15% | — | -41.54% | |
| 36 | AZO | Autozone Inc | Stock-Consumer Disc | 1.08% | +0.67% | NEW | |
| 37 | COP | Conocophillips | Stock-Energy | 1.06% | +0.75% | NEW | |
| 38 | CNQ | Canadian Natural Resources | Stock-Energy | 1.03% | +1.25% | NEW | |
| 39 | RY | Royal Bank Of Canada | Stock-Financials | 0.98% | +1.39% | NEW | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | — | -2.93% | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.89% | +1.07% | NEW | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.86% | — | -45.99% | |
| 43 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.85% | — | -5.16% | |
| 44 | SLF | Sun Life Financial Inc | Stock-Financials | 0.83% | +1.17% | NEW | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | +0.77% | NEW | |
| 46 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.79% | +0.80% | NEW | |
| 47 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.79% | +0.91% | NEW | |
| 48 | GEN | Gen Digital Inc | Stock-Tech | 0.71% | — | -68.87% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | — | -2.73% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | — | -3.80% |
According to official SEC Form 13F filings, Unigestion Holding SA reported a total U.S. public equity portfolio value of $1.7B across 153 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Unigestion Holding SA's top holdings by market value included AAPL (3.9%)、MSFT (3.8%)、MA (3.3%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q4 2024, Unigestion Holding SA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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