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Bli - Banque de Luxembourg Investments

CIK:0002052594
Asset Manager
$3B AUM
175 holdings
Luxembourg, Luxembourg
Founded:2001
120 employees
Latest filing:Jun 30, 2025

BLI - Banque de Luxembourg Investments is a specialist asset management company based in Luxembourg. It operates as a public limited company under Luxembourg law, authorized and supervised by the Commission de Surveillance du Secteur Financier. Founded in 2001, BLI focuses on managing equities, bonds, and multi-asset strategies for private and institutional investors, and is a member of Crédit Mutuel Alliance Fédérale. The firm supports a range of in-house funds and serves clients looking for wealth management and thematic investment solutions.

Investment Strategy

BLI employs a disciplined, long-term, and active investment strategy that avoids market 'fads' in favor of sustainable, proven, and simple principles. Investment teams focus on considered management rooted in expertise, experience, and a stable group of professionals. Funds managed by BLI include multi-asset portfolios with varying risk levels, all incorporating sustainable investment elements. The firm integrates environmental and social factors in its strategies, monitors sustainability indicators, and seeks to deliver capital preservation or growth tailored to client objectives.

Latest 13F Filing Activity

Bli - Banque de Luxembourg Investments filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions with a total 13F market value of $3B. The fund increased holdings in Microsoft Corpcom, Accenture PLC Irelandshs Class A, Meta Platforms Inccl A among other positions. Bli - Banque de Luxembourg Investments reduced exposure to Verisk Analytics Inccom, Lowes Cos Inccom, Unitedhealth Group Inccom among others.

Top Buys
M
MSFTMICROSOFT CORPCOM
+$42.8M
A
ACNACCENTURE PLC IRELANDSHS CLASS A
+$21.0M
M
METAMETA PLATFORMS INCCL A
+$18.9M
L
LLYELI LILLY & COCOM
+$18.6M
A
AMATAPPLIED MATLS INCCOM
+$16.5M
Top Sells
V
VRSKVERISK ANALYTICS INCCOM
-$21.7M
L
LOWLOWES COS INCCOM
-$21.7M
U
UNHUNITEDHEALTH GROUP INCCOM
-$21.6M
R
ROPROPER TECHNOLOGIES INCCOM
-$16.5M
N
NKENIKE INCCL B
-$16.2M

Top Holdings

M
MSFTMICROSOFT CORPCOM
+7.2%$251.8M
V
VVISA INCCOM CL A
+3.5%$121.6M
G
GOOGLALPHABET INCCAP STK CL A
+3.4%$118.4M
M
MAMASTERCARD INCORPORATEDCL A
+3.1%$109.1M
C
CNICANADIAN NATL RY COCOM
+2.7%$94.2M

Equity Positions (175)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORPCOM7.21%$251.8M507,819$421.50$497.41+$42.8M
V
V
VISA INCCOM CL A3.48%$121.6M348,950$316.64$355.05+$4.0M
ALPHABET INCCAP STK CL A3.39%$118.4M663,530$188.65$176.23+$15.3M
MASTERCARD INCORPORATEDCL A3.13%$109.1M198,350$527.62$561.94+$5.3M
CANADIAN NATL RY COCOM2.70%$94.2M907,795$100.64$104.04+$6.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+14.4%
SERVICES-BUSINESS SERVICES, NEC
+7.4%
SEMICONDUCTORS & RELATED DEVICES
+7.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.8%
GOLD AND SILVER ORES
+5.9%