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Portfolio (Quarterly) Guide ↗

Pictet Asset Management Holding SA

· CIK 0001993888
13F Portfolio $103.0B AUM 2,082 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 114 New 1035 Added 497 Reduced 65 Exited
Page 25 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 INDA ISHARES TR 6,060.0 $328K -870.0 -12.6% $54.10 -10.6%
482 HTO H2O AMERICA Utilities 6,638.0 $325K -2K -23.5% $48.99 +18.7%
483 SXI STANDEX INTL CORP Industrials 1,494.0 $325K -415.0 -21.7% $217.28 +17.7%
484 SYNOVUS FINL CORP 6,239.0 $312K -13K -68.1% $50.05
485 IFS INTERCORP FINL SVCS INC Financial Services 7,200.0 $305K -1K -13.2% $42.36 +15.8%
486 INSW INTERNATIONAL SEAWAYS INC Energy 6,263.0 $304K -74.0 -1.2% $48.55 +72.0%
487 BELFB BEL FUSE INC Technology 1,784.0 $303K -316.0 -15.1% $169.63 +59.2%
488 DRS LEONARDO DRS INC Industrials 8,790.0 $300K -88K -91.0% $34.09 +31.8%
489 CLEARWAY ENERGY INC 8,322.0 $261K -2K -17.6% $31.42
490 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 4,222.0 $249K -56.0 -1.3% $59.08 +32.6%
491 DRH DIAMONDROCK HOSPITALITY CO Real Estate 25,668.0 $230K -5K -17.3% $8.96 +19.5%
492 FIGS FIGS INC Consumer Cyclical 17,729.0 $201K -1K -5.6% $11.36 +10.4%
493 NPK INTERNATIONAL INC 15,692.0 $187K -4K -20.0% $11.92
494 SPRY ARS PHARMACEUTICALS INC Healthcare 10,362.0 $121K -176K -94.5% $11.65 -31.8%
495 PUMP PROPETRO HLDG CORP Energy 12,145.0 $115K -5K -27.3% $9.51 +78.2%
496 RLJ RLJ LODGING TR Real Estate 13,241.0 $99K -13K -48.8% $7.45 +28.6%
497 MVST MICROVAST HOLDINGS INC Industrials 22,383.0 $63K -9K -29.3% $2.80 -47.9%
Page 25 of 25  ·  497 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Industrials 14.6%
Healthcare 12.8%
Financial Services 8.3%
Consumer Cyclical 7.3%
Communication Services 6.9%
Utilities 6.2%
Basic Materials 2.6%
Real Estate 2.3%
Consumer Defensive 2.1%