- Aquamarine Zurich AG Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Aquamarine Zurich AG portfolio managed by was diversified across 7 sectors, according to the most recent SEC 13F filing dated Oct 20, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 79.7% of total portfolio value, followed by Financial Services and ETF and Technology. Together, the top three sectors account for 95.0% of the portfolio, reflecting 's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 79.69% | |
| ETF | 9.41% | |
| Technology | 5.91% | |
| Consumer Cyclical | 2.68% | |
| Communication Services | 1.23% | |
| Real Estate | 0.67% | |
| Basic Materials | 0.41% | |