Skip to main content

BANQUE PICTET & CIE SA

Location
GENEVA 73, V8
Portfolio Value
Small $707,073,652
Diversification
Moderately concentrated
Filing Date
Global Rank
#248 / 8,232 ▼ 9
Top Industry
Auto Manufacturers 42.0%
3Y Alpha vs SPY
-11.1%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio
+32.4%
SPY
+76.5%
Annualised alpha
-11.0%
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

308 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
41.4%
−2.6 pts
Top 5
59.2%
−3.5 pts
Top 10
69.7%
−4.1 pts
HHI
1,839
Jun 2023 → Mar 2026 · range 331 – 2,163
Moderately concentrated−230

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Consumer Cyclical 52.9% $7,094,785,683
Technology 15.4% $2,069,546,611
Healthcare 8.4% $1,122,642,731
Financial Services 7.9% $1,061,010,805
Communication Services 5.3% $707,073,652
Industrials 4.2% $564,132,724
Energy 1.8% $238,238,361
Consumer Defensive 1.3% $181,003,160
Unclassified 1.3% $180,304,406
Basic Materials 1.1% $145,404,635
Utilities 0.3% $36,296,143
Real Estate 0.1% $15,710,645

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

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
11 positions · $707,073,652 total · Communication Services only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History