LAZARD ASSET MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,330 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.8M | $2.9B | 4.5% | $136.68 | +175.66% | 26 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.9M | $2.6B | 4.0% | $164.09 | +34.54% | 26 qtrssince 2018-Q4 | Increased 67 |
AMAZON.COM INC | 12.1M | $2.3B | 3.5% | $112.51 | +71.30% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.4M | $1.5B | 2.4% | $160.78 | +115.51% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 8.4M | $1.3B | 2.0% | $94.94 | +62.10% | 26 qtrssince 2018-Q4 | Increased 50 |
INTERCONTINENTALEXCHANGE GRO COM | 7.1M | $1.2B | 1.9% | $74.93 | +131.22% | 26 qtrssince 2018-Q4 | Decreased 0 |
EXELON CORP | 22.2M | $1B | 1.6% | $36.11 | +20.57% | 26 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 24.5M | $1B | 1.6% | $23.84 | +70.30% | 26 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 2.2M | $894.3M | 1.4% | $197.30 | +100.90% | 20 qtrssince 2020-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.6M | $775.2M | 1.2% | $283.61 | +75.89% | 26 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 6.4M | $758.4M | 1.2% | $107.50 | +5.87% | 26 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 4.5M | $739.1M | 1.1% | $57.75 | +183.44% | 26 qtrssince 2018-Q4 | Increased 52 |
NORFOLK SOUTHERN CORP | 3.1M | $731.3M | 1.1% | $186.52 | +23.42% | 26 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.3M | $724.5M | 1.1% | $163.71 | +1.29% | 26 qtrssince 2018-Q4 | Increased 53 |
CSX CORP | 24.4M | $718.6M | 1.1% | $28.12 | +2.78% | 26 qtrssince 2018-Q4 | Increased 57 |
AMERICAN ELECTRIC POWER | 6.5M | $707.1M | 1.1% | $78.81 | +32.19% | 26 qtrssince 2018-Q4 | Increased 50 |
WASTE MANAGEMENT INC | 3M | $704.4M | 1.1% | $104.94 | +114.80% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.3M | $659.8M | 1.0% | $407.14 | +24.23% | 26 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 779,893 | $644.1M | 1.0% | $647.85 | +26.15% | 26 qtrssince 2018-Q4 | Increased 51 |
COCA-COLA CO/THE | 9M | $641.5M | 1.0% | $39.62 | +73.82% | 26 qtrssince 2018-Q4 | Increased 45 |
LAZARD ASSET MANAGEMENT LLC manages $65.1B across 2330 positions as of Q1 2025. Top holdings: MSFT (4.5%), AAPL (4.0%), AMZN (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 282 new positions, 324 exits, 1049 increased. Top move: AAPL (INCREASED, conviction 67). Portfolio: $65.1B across 2330 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer