Pictet Asset Management Holding SA

Diversified mechanical Mechanical CIK 1993888
League rank
#30
in Diversified mechanical · #1249 overall
Long book
$94.76B
Q1 2026
Positions
2095
Top-10 weight
22%
concentration
Last quarter
+16.0%
SPY +14.8%
Turnover
8%
of book per quarter

Strategy in plain words

auto-generated from filings

Pictet Asset Management Holding SA is a mechanically diversified allocator, running a $94.76B US long book across 2095 positions.

The portfolio is broadly diversified across 2095 positions (top 10 only 22%). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, MICROSOFT CORP, ALPHABET INC-CL A, BROADCOM INC, APPLE INC.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.8%
Q2 2024
+5.9%
Q3 2024
-0.2%
Q4 2024
-4.8%
Q1 2025
+11.1%
Q2 2025
+6.3%
Q3 2025
+1.4%
Q4 2025
-5.0%
Q1 2026
+16.0%

Sector allocation

Technology
39%
Healthcare
11%
Utilities
10%
Industrials
10%
Other
7%
Financials
7%
Consumer discretionary
6%
Services media
6%

Long book by quarter

$91.85B
Q1 2024
$87.25B
Q2 2024
$90.85B
Q3 2024
$92.66B
Q4 2024
$90.02B
Q1 2025
$98.30B
Q2 2025
$103.67B
Q3 2025
$102.98B
Q4 2025
$94.76B
Q1 2026

What does Pictet Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology25.7M$4.49B4.7%+1.7%
MSFT MICROSOFT CORPTechnology6.7M$2.48B2.6%-9.1%
GOOGL ALPHABET INC-CL ATechnology8.4M$2.41B2.5%-2.4%
AVGO BROADCOM INCTechnology7.6M$2.34B2.5%+20.0%
AAPL APPLE INCTechnology9.1M$2.30B2.4%+2.5%
AMZN AMAZON.COM INCConsumer discretionary9.5M$1.99B2.1%-1.7%
UBS UBS GROUP AG-REGFinancials35.6M$1.36B1.4%-0.9%
KLAC KLA CORPOther721.9K$1.06B1.1%-18.7%
TMO THERMO FISHER SCIENTIFIC INCOther2.1M$1.01B1.1%-16.3%
META META PLATFORMS INC-CLASS ATechnology1.7M$990.2M1.0%+1.5%
AMAT APPLIED MATERIALS INCTechnology2.8M$957.9M1.0%-1.5%
NEE NEXTERA ENERGY INCUtilities9.6M$896.2M0.9%+4.3%
GOOG ALPHABET INC-CL CTechnology3.1M$876.1M0.9%+1.0%
LLY ELI LILLY & COHealthcare944.0K$867.8M0.9%+7.2%
ECL ECOLAB INCOther3.3M$866.8M0.9%-15.6%
CRM SALESFORCE INCTechnology4.4M$824.9M0.9%+12.8%
TT TRANE TECHNOLOGIES PLCTechnology1.9M$804.0M0.8%-5.2%
MA MASTERCARD INC - AServices media1.5M$770.7M0.8%-4.1%
PANW PALO ALTO NETWORKS INCTechnology4.8M$770.5M0.8%+10.4%
NXPI NXP SEMICONDUCTORS NVTechnology3.8M$756.0M0.8%-15.5%
TSLA TESLA INCIndustrials1.9M$713.8M0.8%+0.7%
XEL XCEL ENERGY INCUtilities8.9M$704.8M0.7%+37.1%
RSG REPUBLIC SERVICES INCUtilities3.1M$678.6M0.7%-19.4%
AZN ASTRAZENECA PLCHealthcare3.5M$675.3M0.7%New
FERG FERGUSON ENTERPRISES INCConsumer discretionary2.9M$668.8M0.7%+9.2%
NOW SERVICENOW INCTechnology6.1M$635.7M0.7%+58.3%
LRCX LAM RESEARCH CORPIndustrials2.9M$620.5M0.7%-30.4%
V VISA INC-CLASS A SHARESServices media2.0M$617.7M0.7%-15.0%
DT DYNATRACE INCTechnology15.8M$584.6M0.6%+7.9%
ISRG INTUITIVE SURGICAL INCHealthcare1.2M$563.5M0.6%+6.3%
PH PARKER HANNIFIN CORPIndustrials610.8K$546.7M0.6%+4.2%
INTU INTUIT INCTechnology1.3M$544.4M0.6%+22.8%
NFLX NETFLIX INCServices media5.6M$541.9M0.6%-6.0%
HUBS HUBSPOT INCTechnology2.2M$534.0M0.6%+13.1%
LIN LINDE PLCMaterials1.1M$533.4M0.6%-22.6%
ANET ARISTA NETWORKS INCTechnology4.2M$520.2M0.5%+86.0%
XYL XYLEM INCIndustrials4.3M$518.0M0.5%-11.3%
ADSK AUTODESK INCTechnology2.1M$503.5M0.5%+80.2%
PTC PTC INCTechnology3.5M$499.5M0.5%+17.8%
CRWD CROWDSTRIKE HOLDINGS INC - ATechnology1.3M$499.3M0.5%+40.2%
AXP AMERICAN EXPRESS COFinancials1.5M$439.0M0.5%+73.8%
ETN EATON CORP PLCIndustrials1.2M$428.9M0.5%-13.1%
MU MICRON TECHNOLOGY INCTechnology1.2M$415.7M0.4%-36.3%
SRE SEMPRAUtilities4.3M$414.4M0.4%+0.3%
JPM JPMORGAN CHASE & COFinancials1.4M$410.7M0.4%-4.8%
SO SOUTHERN CO/THEUtilities4.2M$408.9M0.4%-0.7%
MRVL MARVELL TECHNOLOGY INCTechnology4.1M$406.7M0.4%+15.6%
A AGILENT TECHNOLOGIES INCHealthcare3.5M$398.6M0.4%-25.0%
SNOW SNOWFLAKE INCTechnology2.6M$392.3M0.4%+44.7%
AMD ADVANCED MICRO DEVICESTechnology1.9M$387.3M0.4%-18.5%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 22, 20262102$94.79B canonicalSEC ↗
Q4 202513F-HRJan 29, 20262082$103.05B canonicalSEC ↗
Q3 202513F-HRNov 18, 20252032$103.78B canonicalSEC ↗
Q2 202513F-HRAug 13, 20252000$98.30B canonicalSEC ↗
Q1 202513F-HRMay 5, 20252009$90.02B canonicalSEC ↗
Q4 202413F-HRFeb 12, 20252042$92.66B canonicalSEC ↗
Q3 202413F-HRNov 12, 20242018$90.86B canonicalSEC ↗
Q2 202413F-HRAug 13, 20241970$87.25B canonicalSEC ↗
Q1 202413F-HRMay 14, 20241973$91.85B canonicalSEC ↗