Pictet Asset Management Holding SA 13F Holdings · Q2 2026
Pictet Asset Management Holding SA reported 2,134 securities worth $104.66B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.09%), GOOGL (2.79%), AVGO (2.65%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $4.29B | 4.09% | 21.4M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $2.92B | 2.79% | 8.2M | Trimmed |
| 3 | AVGO | BROADCOM INC | $2.77B | 2.65% | 7.3M | Trimmed |
| 4 | AAPL | APPLE INC | $2.53B | 2.42% | 8.8M | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $2.05B | 1.96% | 5.5M | Trimmed |
| 6 | AMZN | AMAZON COM INC | $2.04B | 1.95% | 8.6M | Trimmed |
| 7 | UBS | UBS GROUP AG | $1.82B | 1.74% | 36.7M | Added |
| 8 | AMAT | APPLIED MATLS INC | $1.51B | 1.44% | 2.1M | Trimmed |
| 9 | KLAC | KLA CORP | $1.46B | 1.40% | 4.9M | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $1.22B | 1.17% | 1.1M | Trimmed |
| 11 | LRCX | LAM RESEARCH CORP | $1.15B | 1.10% | 2.7M | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $1.05B | 1.00% | 1.8M | Trimmed |
| 13 | SNOW | SNOWFLAKE INC | $1.04B | 0.99% | 4.1M | Added |
| 14 | GOOG | ALPHABET INC | $1.01B | 0.97% | 2.9M | Trimmed |
| 15 | V | VISA INC | $936.3M | 0.89% | 2.7M | Added |
| 16 | CSCO | CISCO SYS INC | $910.1M | 0.87% | 7.7M | Added |
| 17 | LLY | ELI LILLY & CO | $905.8M | 0.87% | 754,985 | Trimmed |
| 18 | NXPI | NXP SEMICONDUCTORS N V | $907.0M | 0.87% | 3.2M | Trimmed |
| 19 | ANET | ARISTA NETWORKS INC | $791.1M | 0.76% | 4.7M | Added |
| 20 | TSLA | TESLA INC | $784.7M | 0.75% | 1.9M | Trimmed |
| 21 | PANW | PALO ALTO NETWORKS INC | $771.8M | 0.74% | 2.3M | Trimmed |
| 22 | META | META PLATFORMS INC | $764.8M | 0.73% | 1.4M | Trimmed |
| 23 | TT | TRANE TECHNOLOGIES PLC | $764.4M | 0.73% | 1.6M | Trimmed |
| 24 | XEL | XCEL ENERGY INC | $725.8M | 0.69% | 9.0M | Added |
| 25 | CRM | SALESFORCE INC | $713.5M | 0.68% | 4.6M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR