SEC 13F Intelligence

Managers / Q2 2023

PICTET ASSET MANAGEMENT SA

CIK 0001361570 · 60 ROUTE DE ACACIAS, GENEVA 73, V8, 1211 · 011 44 207 847 5040

Reported Value
$84.3B
Q2 2023
Positions
1,970
Filings on Record
8
2019–present window
Filed
Aug 10, 2023
original filing

Summary

Pictet Asset Management Sa reported $84.3B in U.S.-listed holdings across 1,970 positions for Q2 2023.

Its largest position, MSFT, represents 2.4% of the portfolio.

Compared with Q1 2023, the fund opened 95 new positions and exited 107.

Reported Value by Quarter

13F Reported Value
Q3 ’21: $90.7BQ3 ’21Q4 ’21: $100.4BQ4 ’21Q1 ’22: $88.3BQ1 ’22Q2 ’22: $71.9BQ2 ’22Q3 ’22: $67.4BQ3 ’22Q4 ’22: $69.2BQ4 ’22Q1 ’23: $80.0BQ1 ’23Q2 ’23: $84.3BQ2 ’23filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.0%Other: 9.7%REIT: 3.5%ADR: 1.4%ETP: 0.4%Other: 0.0%
  • Common Stock · 85.0% · $71.6B
  • Other · 9.7% · $8.2B
  • REIT · 3.5% · $3.0B
  • ADR · 1.4% · $1.2B
  • ETP · 0.4% · $337M
  • Other · 0.0% · $8M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023$84.3B1,970Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$80.0B3,890May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$69.2B2,957Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$67.4B2,539Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$71.9B2,580Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$88.3B2,671May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$100.4B2,712Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$90.7B2,727Nov 12, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 4 additional managers.

  • Pictet Asset Management (Europe) S.A.
  • PICTET ASSET MANAGEMENT LTD
  • Pictet Asset Management (Hong Kong) Ltd
  • Pictet Asset Management (Japan) Ltd.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.