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Groupe la Francaise

CIK:0002056088
Asset Manager
$76B AUM
442 holdings
Paris, France
Founded:1975
300 employees
Latest filing:Jun 30, 2025

La Française Group is a global asset manager founded in 1975 and headquartered in Paris, France. The firm employs a multi-boutique model and operates across two core business lines: financial and real estate assets. With regional offices in Europe, Asia, and the US, La Française serves both institutional and retail clients worldwide. As of December 2019, the company has developed broad expertise in traditional and alternative asset classes and is a subsidiary of the banking and insurance group Crédit Mutuel Nord Europe. Its workforce size is not specified in public sources; estimates suggest several hundred employees.

Investment Strategy

La Française Group’s investment strategy centers on identifying and responding to global drivers of change, with a forward-looking approach that integrates environmental and societal challenges as new opportunities. The firm provides diversified exposure to both financial and real estate assets, leveraging a pan-European sourcing model. Emphasis is placed on both direct and indirect investments, including real estate securities and debt, with a strong focus on ESG (environmental, social, and governance) integration in portfolio management. They serve both institutional and retail investors, employing innovation as a key pillar of their platform to anticipate future market trends and drive long-term financial performance.

Top Buys
M
MSFTMICROSOFT CORP
+$184.7M
N
NVDANVIDIA CORPORATION
+$155.8M
G
GOOGLALPHABET INC
+$86.8M
A
AMZNAMAZON COM INC
+$85.8M
M
METAMETA PLATFORMS INC
+$70.1M
Top Sells
G
GIBCGI INC
-$157.6M
B
BABAALIBABA GROUP HLDG LTD
-$24.9M
A
ACNACCENTURE PLC IRELAND
-$15.6M
T
TCOMTRIP COM GROUP LTD
-$14.8M
U
UNHUNITEDHEALTH GROUP INC
-$14.3M

Top Holdings

M
MSFTMICROSOFT CORP
+8.3%$511.3M
N
NVDANVIDIA CORPORATION
+6.7%$411.8M
A
AMZNAMAZON COM INC
+4.8%$300.0M
R
RACEFERRARI N V
+4.7%$289.9M
A
AAPLAPPLE INC
+3.8%$234.1M

Equity Positions (406)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP8.26%$511.3M1,029,920$432.86$497.41+$184.7M
N
NVDA
NVIDIA CORPORATION6.65%$411.8M2,614,016$133.60$157.99+$155.8M
A
AMZN
AMAZON COM INC4.85%$300.0M1,372,277$219.39$219.39+$85.8M
R
RACE
FERRARI N V4.68%$289.9M594,111$431.38$490.74+$51.0M
A
AAPL
APPLE INC3.78%$234.1M1,142,926$240.01$205.17+$32.4M

Options Positions (10)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
D
DB
DEUTSCHE BANK A G
Put
$11.1M3,750$29.28$23.830+$2.9M
J
JPM
JPMORGAN CHASE & CO.Sold
Put
$2.0M70$289.91$245.30-25-$301.0K
C
C
CITIGROUP INC
Put
$1.8M210$85.12$70.990+$296.7K
A
AXP
AMERICAN EXPRESS COSold
Put
$1.7M53$318.98$269.05-17-$192.8K
W
WFC
WELLS FARGO CO NEWSold
Put
$1.4M175$80.12$71.79-10+$74.0K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+14.0%
SEMICONDUCTORS & RELATED DEVICES
+11.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.4%
SERVICES-BUSINESS SERVICES, NEC
+6.0%
MOTOR VEHICLES & PASSENGER CAR BODIES
+5.5%