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Lombard Odier Asset Management (switzerland) SA

CIK:0001535660
Asset Manager
$320B AUM
276 holdings
Bellevue, Switzerland
Founded:1796
2,720 employees
Latest filing:Jun 30, 2025

Lombard Odier Asset Management (Switzerland) SA is the asset management arm of the Lombard Odier Group, headquartered in Bellevue, Switzerland. As part of a historic Swiss private banking group founded in 1796, it delivers a broad range of investment solutions spanning equities, fixed income, alternatives, and sustainable investments for institutional clients, financial intermediaries, and private investors globally. The group employs approximately 2,720 staff worldwide as of 2022.

Investment Strategy

Lombard Odier Asset Management pursues a global, multi-asset strategy focused on innovation, sustainability, and excellence. Their approach includes identifying long-term themes such as environmental, social, and governance (ESG) factors, integrating responsible investment principles across all mandates. Investment solutions are actively managed, with an emphasis on risk control, research-driven analysis, and adaptation to a rapidly changing global landscape. They serve institutional investors, financial intermediaries, and private clients, aiming to deliver resilient, forward-looking portfolios.

Latest 13F Filing Activity

Lombard Odier Asset Management (switzerland) SA filed their most recent 13F report on Jun 30, 2025 disclosing 274 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Lombard Odier Asset Management (switzerland) SA reduced exposure to Unitedhealth Group Inc., Sun Life Financial Inc., Toronto Dominion BK Ont among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$55.0M
M
MSFTMICROSOFT CORP
+$43.7M
A
AVGOBROADCOM INC
+$22.5M
M
METAMETA PLATFORMS INC
+$16.5M
A
AMZNAMAZON COM INC
+$12.9M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$8.9M
S
SLFSUN LIFE FINANCIAL INC.
-$8.3M
T
TDTORONTO DOMINION BK ONT
-$8.1M
B
BNSBANK NOVA SCOTIA HALIFAX
-$6.2M
R
RYROYAL BK CDA
-$6.2M

Top Holdings

N
NVDANVIDIA CORPORATION
+8.0%$158.1M
M
MSFTMICROSOFT CORP
+7.5%$148.8M
A
AAPLAPPLE INC
+6.3%$125.4M
A
AMZNAMAZON COM INC
+4.4%$88.1M
M
METAMETA PLATFORMS INC
+3.3%$65.3M

Equity Positions (274)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION7.96%$158.1M1,000,407$82.80$157.99+$55.0M
MICROSOFT CORP7.50%$148.8M299,205$366.70$497.41+$43.7M
APPLE INC6.32%$125.4M611,355$178.29$205.17-$4.0M
AMAZON COM INC4.44%$88.1M401,491$171.78$219.39+$12.9M
META PLATFORMS INC3.29%$65.3M88,427$469.80$738.09+$16.5M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+15.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.7%
SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
+7.4%
ELECTRONIC COMPUTERS
+7.2%
SERVICES-PREPACKAGED SOFTWARE
+4.8%