Edmond de Rothschild Holding S.A.
Edmond de Rothschild Holding S.A. is the parent company of the Edmond de Rothschild Group, headquartered in Geneva, Switzerland. The Group specializes in private banking and asset management for an international clientele of families, entrepreneurs, and institutional investors, and is also active in private equity, real estate, corporate finance, and fund services. The firm is family-owned, was founded in 1953, and as of 2024 had 2,700 employees operating across 28 offices in 14 countries. The Group is known for its conviction-driven, independently managed strategies and commitment to sustainable finance, serving wealthy individuals, corporates, and institutions.
Investment Strategy
Edmond de Rothschild follows a conviction-driven investment strategy, prioritizing long-term value creation and bold, independent thinking rooted in the real economy. They emphasize responsible investment, with significant ESG integration and sustainable discretionary mandates. The Group invests broadly in private banking, asset management, private equity, real estate, infrastructure debt, and fund services. A strong focus is placed on sustainable and impact investing, as well as supporting entrepreneurial and family-owned businesses. Their approach combines quantitative research-driven funds, responsible infrastructure investments, and a deep commitment to environmental and social impact alongside financial returns.
Top Holdings
Equity Positions (561)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.22% | $264.5M | 531,691 | $217.81 | $497.41 | +$51.8M |
G GOOGL | ALPHABET INC | 4.10% | $256.9M | 1,457,732 | $99.04 | $176.23 | +$41.6M |
V VZ | VERIZON COMMUNICATIONS INC | 3.74% | $234.5M | 5,419,789 | $42.15 | $43.27 | -$45.6M |
N NVDA | NVIDIA CORPORATION | 3.73% | $233.7M | 1,479,090 | $50.29 | $157.99 | +$79.8M |
A AKAM | AKAMAI TECHNOLOGIES INC | 3.55% | $222.2M | 2,786,084 | $91.30 | $79.76 | +$22.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $117.7K | 2 | $617.85 | $617.85 | +2.43 | +$117.7K |