Lazard Freres Gestion S.A.S.

All 13F Filings

Location
Paris, I0
Most recent 13F
Q4 2025
Holdings value ($000)
5,550,473
Description
Paris based advisory led wealth manager with a manager led governance framework and a mandate specific and implementation minded investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio concentration discipline and allocation selectivity.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/6/2026 112 5,550,473 13F-HR Lazard Freres Gestion S.A.S.
Q3 2025 10/21/2025 112 5,253,356 13F-HR Lazard Freres Gestion S.A.S.
Q2 2025 7/31/2025 110 4,787,891 13F-HR Lazard Freres Gestion S.A.S.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 5.486 M 98.8% 285.1 K 0 285.1 K
ETFs 64.61 K 1.2% 13.86 K 0 13.86 K
Debt 0 0.0% 0 1.877 K -1.877 K
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Fund Snapshot

Q4 2025
Latest filed
2/6/2026
Total value ($000)
5,550,473
Holdings
112
QoQ value change ($000)
297,117 (5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.