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Portfolio (Quarterly) Guide ↗

Pictet Asset Management Holding SA

· CIK 0001993888
13F Portfolio $104.7B AUM 2,143 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 202 New 926 Added 776 Reduced 140 Exited
Page 34 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BSAC BANCO SANTANDER CHILE NEW Financial Services 14,321.0 $472K -200.0 -1.4% $32.93 +6.8%
662 BILL BILL HOLDINGS INC Technology 13,040.0 $472K -1K -7.9% $36.16 +32.2%
663 EXPO EXPONENT INC Industrials 8,004.0 $470K -47.0 -0.6% $58.76 +19.5%
664 BAYTEX ENERGY CORP 117,235.0 $470K -12K -9.2% $4.01
665 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 17,903.0 $465K -4K -18.7% $26.00 +8.7%
666 SHOO MADDEN STEVEN LTD Consumer Cyclical 11,037.0 $465K -725.0 -6.2% $42.10 +9.5%
667 WAFD WAFD INC Financial Services 12,081.0 $464K -285.0 -2.3% $38.37 -5.2%
668 AAL AMERICAN AIRLINES GROUP INC Industrials 25,509.0 $461K -278.0 -1.1% $18.07 -23.5%
669 UPST UPSTART HLDGS INC Financial Services 12,984.0 $460K -526.0 -3.9% $35.43 -14.5%
670 RUN SUNRUN INC Energy 34,367.0 $460K -1K -3.2% $13.38 -31.5%
671 RHI ROBERT HALF INC. Industrials 14,912.0 $458K -2K -12.4% $30.70 +45.8%
672 DAN DANA INC Consumer Cyclical 16,630.0 $453K -1K -6.0% $27.21 +16.6%
673 SMR NUSCALE PWR CORP Utilities 45,031.0 $452K -159K -78.0% $10.03 -6.3%
674 ARCB ARCBEST CORP Industrials 3,116.0 $447K -603.0 -16.2% $143.54 -2.2%
675 AFYA AFYA LTD Consumer Defensive 30,062.0 $446K -3K -8.8% $14.84 -3.4%
676 WIX WIX COM LTD Technology 9,588.0 $435K -38K -79.8% $45.37 +80.9%
677 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 8,302.0 $435K -1K -14.4% $52.37 -13.9%
678 PEGA PEGASYSTEMS INC Technology 14,387.0 $431K -474.0 -3.2% $29.97 +12.0%
679 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 4,923.0 $429K -266.0 -5.1% $87.10 -13.8%
680 PRK PARK NATL CORP Financial Services 2,323.0 $425K -31.0 -1.3% $182.99 +10.5%
Page 34 of 39  ·  776 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 39.8%
Industrials 13.8%
Healthcare 11.9%
Financial Services 8.2%
Utilities 6.5%
Consumer Cyclical 6.3%
Communication Services 5.4%
Basic Materials 2.3%
Consumer Defensive 2.1%
Energy 1.9%