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Portfolio (Quarterly) Guide ↗

KBC Group NV

· CIK 0001411133
13F Portfolio $46.3B AUM 2,533 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1845 New
Page 21 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TECHNIPFMC PLC 122,548.0 $8.1M 0.02% NEW $66.30
402 MTCH MATCH GROUP INC NEW Communication Services 213,005.0 $8.1M 0.02% NEW $38.05 +7.4%
403 JD JD.COM INC Consumer Cyclical 316,963.0 $8.1M 0.02% NEW $25.48 +15.3%
404 CORT CORCEPT THERAPEUTICS INC Healthcare 91,584.0 $8.0M 0.02% NEW $86.95 +40.6%
405 MTD METTLER TOLEDO INTERNATIONAL Healthcare 6,233.0 $8.0M 0.02% NEW $1277.55 +9.2%
406 AVB AVALONBAY CMNTYS INC Real Estate 41,864.0 $7.9M 0.02% NEW $188.71 -2.5%
407 ENS ENERSYS Industrials 33,559.0 $7.8M 0.02% NEW $233.83 -18.8%
408 XENE XENON PHARMACEUTICALS INC Healthcare 129,010.0 $7.8M 0.02% NEW $60.36 +0.7%
409 MSCI MSCI INC Financial Services 13,896.0 $7.8M 0.02% NEW $560.02 +0.6%
410 BRX BRIXMOR PPTY GROUP INC Real Estate 243,461.0 $7.7M 0.02% NEW $31.53 -7.0%
411 WRB BERKLEY W R CORP Financial Services 107,833.0 $7.6M 0.02% NEW $70.53 -2.7%
412 VICI VICI PPTYS INC Real Estate 284,117.0 $7.5M 0.02% NEW $26.55 -0.1%
413 WDFC WD 40 CO Basic Materials 30,944.0 $7.5M 0.02% NEW $243.63 -10.9%
414 PPG PPG INDS INC Basic Materials 61,960.0 $7.5M 0.02% NEW $121.29 -6.3%
415 BWA BORGWARNER INC Consumer Cyclical 112,848.0 $7.5M 0.02% NEW $66.40 +2.1%
416 AWI ARMSTRONG WORLD INDS INC NEW Industrials 46,700.0 $7.5M 0.02% NEW $160.43 +11.3%
417 ODFL OLD DOMINION FREIGHT LINE IN Industrials 34,488.0 $7.5M 0.02% NEW $216.60 -4.7%
418 PODD INSULET CORP Healthcare 49,031.0 $7.5M 0.02% NEW $152.25 -2.7%
419 LAMR LAMAR ADVERTISING CO Real Estate 47,753.0 $7.4M 0.02% NEW $155.99 -3.3%
420 AEP AMERICAN ELEC PWR CO INC Utilities 54,209.0 $7.4M 0.02% NEW $136.80 -11.6%
Page 21 of 93  ·  1,845 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.2%
Financial Services 12.4%
Healthcare 10.7%
Industrials 8.9%
Consumer Cyclical 7.7%
Communication Services 6.2%
Consumer Defensive 3.7%
Real Estate 2.2%
Basic Materials 2.2%
Utilities 1.7%