Filer Snapshot

EFG Asset Management (UK) Ltd

CIK 0002109872. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

2

Latest filing

15 May 2026

Industry

n/a

Filing-backed research brief

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Latest signal: SEC filing timeline only. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-NT filed on 15 May 2026 for CIK 0002109872.

View Source Filing
Identity
Business address
Park House, 116 Park Street, London, W1K6AP
SEC record
State of incorporation
United Kingdom
Fiscal year end
31 December

Filer intelligence

What SEC filings say about EFG Asset Management (UK) Ltd

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

No XML rows yet
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

No parsed ownership summary yet

We still show the SEC filing timeline below. The intelligence summary will populate when parsed 13F, 13D/G, or Forms 3/4/5 data exists for this CIK.

Latest update

What changed recently for EFG Asset Management (UK) Ltd

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

Benchmark Context

Benchmark context for this company

EFG Asset Management (UK) Ltd has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0002109872 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
2
First seen
17 Feb 2026
Latest filing
15 May 2026
Entity
Company

Latest Filings

Showing the latest 2 of 2 SEC filings for EFG Asset Management (UK) Ltd.

13F-NT File 028-26564

13F-NT filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-26564

13F-NT filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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