EFG International Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EFGI.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	12,293,091	4.12%
Institutions	41,359,791	13.9%
General Public	50,113,006	16.8%
Private Companies	194,489,463	65.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 82.34% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
47.1%	Private Financial Holdings Limited	140,421,406	US$2.9b	0%	no data
18.1%	BTG Pactual Holding S.A.	54,068,057	US$1.1b	0%	no data
3.61%	Boris Francesco Collardi	10,775,862	US$219.1m	0%	no data
3.43%	Capital Research and Management Company	10,224,204	US$207.9m	0%	0.01%
1.55%	Vanguard Capital Management, LLC	4,620,997	US$94.0m	-0.01%	no data
1.54%	Dimensional Fund Advisors LP	4,606,483	US$93.7m	0.56%	0.01%
1.35%	BlackRock, Inc.	4,041,025	US$82.2m	2.94%	no data
1.22%	UBS Asset Management AG	3,647,317	US$74.2m	8.82%	0.01%
1.02%	Norges Bank Investment Management	3,033,053	US$61.7m	0%	no data
0.6%	American Century Investment Management Inc	1,783,522	US$36.3m	-0.02%	0.01%
0.44%	Vanguard Fiduciary Trust Company	1,303,801	US$26.5m	0%	no data
0.33%	JP Morgan Asset Management	991,632	US$20.2m	9.79%	no data
0.26%	Harris Associates L.P.	765,028	US$15.6m	-5.58%	0.02%
0.25%	RWC Partners Limited	756,907	US$15.4m	0%	0.1%
0.23%	Piergiorgio Pradelli	695,976	US$14.2m	0%	no data
0.2%	ZKB Asset Management	611,423	US$12.4m	0%	0.02%
0.19%	Victory Capital Management Inc.	575,358	US$11.7m	0%	0.01%
0.18%	Baring Asset Management Limited	544,044	US$11.1m	0%	0.12%
0.18%	Valiant Bank AG	522,282	US$10.6m	21.2%	0.67%
0.12%	Dimitris Politis	361,921	US$7.4m	0%	no data
0.11%	Charles Schwab Investment Management, Inc.	323,269	US$6.6m	3.7%	no data
0.1%	Mirabaud Asset Management (Europe) S.A.	306,860	US$6.2m	0%	1.58%
0.075%	OneAscent Investment Solutions, LLC	224,400	US$4.6m	0%	0.72%
0.074%	Deutsche Asset & Wealth Management	221,945	US$4.5m	0%	no data
0.056%	State Street Global Advisors, Inc.	166,492	US$3.4m	-1.04%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/10 13:34
End of Day Share Price	2026/05/22 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

EFG International AG is covered by 12 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Peter Rothenaicher	Baader Helvea Equity Research
Tomasz Grzelak	Baader Helvea Equity Research
Christoph Bohli	Berenberg