DOSSIER · 13F-HR · Q1 2026

Erste Asset Management GmbH

Erste Asset GmbH's holding co. based in Chicago, IL $10.8B in tracked AUM across 993 positions as of Q1 2026.

EA
Erste Asset GmbH·Chicago, IL·Holding Co.
CIK 0002024532 · last filed Mar 31, 2026
Total AUM
$10.8B
14.1%
vs prior
Holdings
993
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Erste Asset Management GmbH

Report Period: Q3 2025 (Ending September 30, 2025) Total Portfolio Value: $10.35 Billion

1. Portfolio Overview

Erste Asset Management GmbH reported a significant portfolio contraction for the quarter ending September 30, 2025, with total assets under management (AUM) in this specific filing decreasing by 13.0%, falling from $11.89 billion to $10.35 billion. This reduction in value is attributable to a combin...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$524M3.1M4.9%
02
AAPL
APPLE INC
$463M1.9M4.3%
03
MSFT
MICROSOFT CORP
$392M1.1M3.6%
04
GOOGL
ALPHABET INC
$365M1.3M3.4%
05
IAU
ISHARES GOLD TR
$226M2.7M2.1%
06
AVGO
BROADCOM INC
$193M657K1.8%
07
META
META PLATFORMS INC
$186M341K1.7%
08
LRCX
LAM RESEARCH CORP
$180M871K1.7%
09
AMZN
AMAZON COM INC
$174M855K1.6%
10
TJX
TJX COS INC NEW
$167M1.1M1.6%

Filing history

Filing history loading…