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PICTET ASSET MANAGEMENT SA

Location
Geneva 73, V8
Portfolio Value
Large $73,622,972,757
Diversification
Diversified
Filing Date
Global Rank
#67 / 6,900 ▲ 2 · as of Jun 2023
Top Industry
Software - Application 7.2%
3Y Alpha vs SPY
-6.5%
Period ended 3 years ago
Filed Aug 10, 2023 · 2y
8 quarters · since Sep 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+51.0%
SPY
+76.5%
Annualised alpha
-6.1%
Max drawdown
−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,662 positions · as of Jun 30, 2023 · Δ vs Mar 31, 2023
Top Position
2.7%
+0.4 pts
Top 5
10.3%
+0.5 pts
Top 10
16.9%
+0.2 pts
HHI
67
Sep 2021 → Jun 2023 · range 60 – 67
Diversified+3

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2023
Sector % Portfolio Value
Technology 26.9% $19,801,641,445
Healthcare 17.4% $12,779,798,628
Industrials 16.2% $11,955,688,013
Utilities 9.8% $7,201,623,873
Consumer Cyclical 8.7% $6,383,174,719
Financial Services 6.3% $4,660,478,866
Real Estate 4.1% $2,998,606,337
Basic Materials 3.4% $2,490,950,555
Communication Services 3.0% $2,175,655,231
Consumer Defensive 2.6% $1,922,773,162
Energy 1.2% $855,100,248
Unclassified 0.5% $397,481,680

Last Quarter's Activity

Export CSV
Jun 30, 2023 vs Mar 31, 2023

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1,662 positions · $73,622,972,757 total · as of Jun 30, 2023
Showing 1–50 of 1,662 positions by value · page 1 of 34
Ticker Company Shares Value (USD) % of Portfolio History