Generali Asset Management SPA SGR

CIK: 0002046751Latest portfolio: $4.9B · Q4 2025

Holdings

483

Total Value

$4.9B

New Positions

481

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
2,106,216$392.8M8.03%NEW
2
MSFTMICROSOFT CORP
618,233$299.0M6.11%NEW
3
AAPLAPPLE INC
609,182$165.6M3.38%NEW
4
GOOGLALPHABET INC
504,479$157.9M3.23%NEW
5
GOOGALPHABET INC
435,030$136.5M2.79%NEW
6
TSLATESLA INC
236,885$106.5M2.18%NEW
7
ARCCARES CAPITAL CORP
5,052,119$102.2M2.09%NEW
8
UBSUBS GROUP AG
2,480,242$91.7M1.87%NEW
9
AVGOBROADCOM INC
254,804$88.2M1.80%NEW
10
AMZNAMAZON COM INC
365,279$84.3M1.72%NEW
11
NEMNEWMONT CORP
764,758$76.4M1.56%NEW
12
TTETOTALENERGIES SE
1,300,900$72.3M1.48%NEW
13
LLYELI LILLY & CO
66,708$71.7M1.47%NEW
14
AEMAGNICO EAGLE MINES LTD
333,174$65.1M1.33%NEW
15
OBDCBLUE OWL CAPITAL CORPORATION
4,377,807$54.4M1.11%NEW
16
BXSLBLACKSTONE SECD LENDING FD
2,044,480$53.8M1.10%NEW
17
JPMJPMORGAN CHASE & CO.
164,980$53.2M1.09%NEW
18
VVISA INC
149,928$52.6M1.07%NEW
19
MAMASTERCARD INCORPORATED
77,610$44.3M0.91%NEW
20
STLASTELLANTIS N.V
4,675,319$44.2M0.90%NEW
21
METAMETA PLATFORMS INC
62,004$40.9M0.84%NEW
22
WPMWHEATON PRECIOUS METALS CORP
318,297$40.4M0.83%NEW
23
SPOTSPOTIFY TECHNOLOGY S A
66,459$37.9M0.78%NEW
24
FSKFS KKR CAP CORP
2,546,371$37.7M0.77%NEW
25
GBDCGOLUB CAP BDC INC
2,630,739$35.7M0.73%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($3.0565266531269916e+257T)
Healthcare0.0% ($7.168932438197431e+182T)
Consumer Cyclical0.0% ($1.0653184313442112e+173T)
Unknown0.0% ($3.042926600228942e+104T)
Consumer Defensive0.0% ($2.923719368183382e+93T)
Communication Services0.0% ($1.5790113651240928e+79T)
Basic Materials0.0% ($7.636165055404013e+76T)
Real Estate0.0% ($1.1479880475717487e+76T)
Energy0.0% ($7.231715984765574e+62T)
Utilities0.0% ($9.281871365985449e+42T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$4.9B483
Q3 2025Oct 21, 2025$4.7T0
Q2 2025Jul 28, 2025$4.4T498
Q1 2025May 15, 2025$4.1T494
Q4 2024Feb 10, 2025$3.9T479

Fund Information

CIK0002046751
Most Recent FilingFeb 3, 2026
Number of Filings5

Generali Asset Management SPA SGR is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.9B across 483 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 8.0% of the portfolio. Compared to the previous quarter, the fund opened 483 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.