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LAZARD ASSET MANAGEMENT LLC

Location
NEW YORK, NY
Portfolio Value
Large $59,006,145,750
Diversification
Diversified
Filing Date
Global Rank
#67 / 8,232 ▲ 7
Top Industry
Semiconductors 10.0%
3Y Alpha vs SPY
-6.0%
Period ended 2 months ago
Filed May 15, 2026 · 29d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+51.8%
SPY
+76.5%
Annualised alpha
-5.9%
Max drawdown
−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,550 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
3.5%
−0.6 pts
Top 5
14.8%
−0.5 pts
Top 10
23.7%
−0.4 pts
HHI
96
Jun 2023 → Mar 2026 · range 96 – 162
Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 28.4% $16,767,134,446
Industrials 13.6% $8,048,055,141
Financial Services 13.1% $7,741,900,580
Healthcare 10.2% $6,033,354,762
Consumer Cyclical 7.6% $4,458,200,447
Communication Services 5.5% $3,217,342,549
Real Estate 4.8% $2,804,401,593
Energy 4.3% $2,554,296,267
Consumer Defensive 4.2% $2,491,317,000
Utilities 4.2% $2,481,797,527
Basic Materials 3.7% $2,174,603,438
Unclassified 0.4% $233,742,000

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1,550 positions · $59,006,145,750 total · as of Mar 31, 2026
Showing 1–50 of 1,550 positions by value · page 1 of 31
Ticker Company Shares Value (USD) % of Portfolio History