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 EFGX.Y?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	12,437,548	3.89%
Institutions	38,292,704	12%
Private Companies	269,129,267	84.1%

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

Top Shareholders

Top 25 shareholders own 104.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
68.7%	Private Financial Holdings Limited	207,900,895	US$2.9b	-1.13%	no data
20.3%	BTG Pactual G7 Holding S.A.	61,228,372	US$860.2m	0%	no data
3.56%	Boris F. Collardi	10,775,862	US$151.4m	0%	no data
3.37%	Capital Research and Management Company	10,179,204	US$143.0m	0%	0.01%
1.48%	Dimensional Fund Advisors LP	4,478,130	US$62.9m	0.68%	0.01%
1.21%	The Vanguard Group, Inc.	3,671,083	US$51.6m	10.3%	no data
0.91%	Credit Suisse Asset Management (Switzerland) Ltd.	2,738,988	US$38.5m	0.65%	0.03%
0.74%	UBS Asset Management AG	2,239,324	US$31.5m	1.29%	no data
0.72%	Norges Bank Investment Management	2,187,301	US$30.7m	0%	no data
0.57%	BlackRock, Inc.	1,716,124	US$24.1m	0.27%	no data
0.47%	American Century Investment Management Inc	1,407,512	US$19.8m	2.64%	0.01%
0.44%	Harris Associates L.P.	1,340,128	US$18.8m	0%	0.02%
0.42%	BWM AG	1,277,507	US$17.9m	0%	2.61%
0.38%	ZKB Asset Management	1,153,379	US$16.2m	0%	0.04%
0.28%	Piergiorgio Pradelli	858,811	US$12.1m	0%	no data
0.2%	Zürcher Kantonalbank, Investment Arm	605,391	US$8.5m	0%	0.06%
0.18%	Lombard Odier Asset Management (Switzerland) SA	550,953	US$7.7m	12%	0.22%
0.16%	BCV Asset Management	484,972	US$6.8m	0%	0.13%
0.13%	Entrepreneur Partners AG, Asset Management Arm	400,000	US$5.6m	0%	1.27%
0.11%	Pictet Asset Management Limited	333,551	US$4.7m	0%	no data
0.1%	Mainfirst Asset Management	316,572	US$4.4m	0%	1.01%
0.084%	First Trust Advisors LP	253,809	US$3.6m	-15.8%	no data
0.083%	Quaero Capital SA	249,899	US$3.5m	0%	0.61%
0.073%	St. Galler Kantonalbank, Asset Management Arm	221,912	US$3.1m	0%	0.15%
0.069%	Lupus alpha Investment GmbH	209,000	US$2.9m	0%	0.57%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/08/21 07:18
End of Day Share Price	2024/05/24 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

EFG International AG is covered by 21 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
Dieter Hein	AlphaValue
Tomasz Grzelak	Baader Helvea Equity Research
Peter Rothenaicher	Baader Helvea Equity Research