Groupe la Francaise

All 13F Filings

Location
Paris, I0
Most recent 13F
Q4 2025
Holdings value ($000)
7,140,885
Description
Paris based advisory led wealth manager with a manager led governance framework and a pragmatic and allocation disciplined investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through fundamental conviction testing and portfolio discipline.
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 2/12/2026 458 7,140,885 13F-HR Groupe la Francaise
Q3 2025 11/13/2025 773 7,391,532 13F-HR Groupe la Francaise
Q2 2025 8/13/2025 442 6,190,319 13F-HR Groupe la Francaise
Q1 2025 5/14/2025 441 4,720,664 13F-HR Groupe la Francaise
Q4 2024 2/14/2025 334 4,040,770 13F-HR Groupe la Francaise
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 253.8 K (3.6% of total reported value) · QoQ Δ: +219.7 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 6.835 M 99.2% 0 469.6 K -469.6 K
ETFs 125 0.0% 0 18.77 K -18.77 K
Debt 47.4 K 0.7% 17.89 K 0 17.89 K
Other 4.291 K 0.1% 230 0 230
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
7,140,885
Holdings
458
QoQ value change ($000)
-250,647 (-3.4%)
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.