---
title: "What is a portfolio group?"
slug: "what-is-a-portfolio-group"
tags: ["portfolio group"]
updated: 2024-08-20T12:30:27Z
published: 2024-08-20T12:30:27Z
canonical: "support.lusid.com/what-is-a-portfolio-group"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What is a portfolio group?

A portfolio group is a container for a set of portfolios that are related in some way. [See how to create a portfolio group](/v1/docs/how-do-i-create-a-portfolio-group).

These can be any combination of transaction, derived transaction, or reference portfolios. A portfolio group can itself contain portfolio groups, nested up to five levels deep.

Consider the following example of a top-level `Global` portfolio group with two nested sub-groups, each of which contains a set of transaction portfolios:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/532ffdfd-1a6f-4eac-affd-489024431d11.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A47%3A14Z&se=2026-11-04T02%3A47%3A14Z&sr=c&sp=r&sig=MvifdARVxCQ5Gzkhiu1y1KrxPbVxOmr5KdjT8ozDSkw%3D)

You can perform the following operations on the `Global` portfolio group:

- Call the [GetPortfolioGroupExpansion](https://www.lusid.com/docs/api#operation/GetPortfolioGroupExpansion) API to examine the hierarchy of nested sub-groups and portfolios.
- Call the [GetTransactionsForPortfolioGroup](https://www.lusid.com/docs/api#operation/GetTransactionsForPortfolioGroup) API to list input transactions—or the [BuildTransactionsForPortfolioGroup](https://www.lusid.com/docs/api#operation/BuildTransactionsForPortfolioGroup) to list [output transactions](/v1/docs/input-and-output-transactions)—for all transaction portfolios in the group (reference portfolios are ignored). The portfolio in which each transaction is booked is identified by the `Transaction/default/PortfolioScope` and `Transaction/default/PortfolioId` [system properties](/v1/docs/what-is-a-system-property#transaction-system-properties).
- Call the [GetHoldingsForPortfolioGroup](https://www.lusid.com/docs/api#operation/GetHoldingsForPortfolioGroup) API to generate a holdings report for all transaction portfolios in the group (reference portfolios are ignored). The portfolio to which each holding belongs is identified by the `Holding/default/SourcePortfolioScope` and `Holding/default/SourcePortfolioId` [system properties](/v1/docs/what-is-a-system-property#holding-system-properties). Note this API effectively returns a separate holdings report for each portfolio; no aggregation is performed. So in the example above, LUSID reports one holding of 10 Microsoft shares in the `Canada` portfolio and one holding of 20 Microsoft shares in the `USA` portfolio; it does not report a total of 30 Microsoft shares for the portfolio group, even though the underlying instrument is the same.
- Call the [GetValuation](https://www.lusid.com/docs/api#operation/GetValuation) API to value the portfolio group. Note you must set the `portfolioEntityType` field in the [valuation request](/v1/docs/how-do-i-perform-a-valuation#using-the-lusid-api) to `GroupPortfolio`. When you perfom a valuation you *can* [group and aggregate metrics](/v1/docs/grouping-and-aggregating-metrics-to-create-a-meaningful-valuation-report) to produce totals for the portfolio group, for example to report a total of 30 Microsoft units held, or a total PV for the portfolio group.
- Call the [GetA2BDataForPortfolioGroup](https://www.lusid.com/docs/api#operation/GetA2BDataForPortfolioGroup) to create an [A2B report](/v1/docs/creating-an-a2b-report-to-understand-how-valuations-change-over-time) for the portfolio group.

For more information on all available APIs, examine the [Portfolio Groups](https://www.lusid.com/docs/api#tag/Portfolio-Groups) collection.