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Oddo BHF Asset Management Sas

CIK:0001686970
Asset Manager
$60B AUM
377 holdings
Paris, France
Founded:2004
300 employees
Latest filing:Jun 30, 2025

ODDO BHF ASSET MANAGEMENT SAS is a European asset management firm headquartered in Paris, France, specialized in innovative investment solutions for institutional clients, distribution partners, and independent financial advisors. It operates as part of the ODDO BHF Group, founded through the merger of French and German banking and asset management entities, and employs a team of professionals delivering a wide range of strategies across fixed income, equity, and multi-asset products. The firm is recognized for its deep-market expertise, active management approach, and cross-border reach in Europe and beyond. It is estimated to employ roughly 300 professionals and serves both institutional and wholesale investors.

Investment Strategy

ODDO BHF ASSET MANAGEMENT SAS applies an active management philosophy across European and global equity, fixed income, and multi-asset portfolios. The firm uses both fundamental and quantitative approaches, emphasizing bottom-up stock selection, risk management, and ESG integration. It offers tailored investment solutions for institutional, distribution, and retail clients, focusing on innovation, sustainability, and the long-term creation of value. Its research-driven strategies accommodate diverse investor needs, including long-only, absolute return, and thematic mandates.

Top Buys
N
NVDANVIDIA CORPORATION
+$51.9M
R
RDFNREDFIN CORP
+$33.6M
A
AVGOBROADCOM INC
+$32.2M
S
SWTXSPRINGWORKS THERAPEUTICS INC
+$30.3M
E
EVRIEVERI HLDGS INC
+$24.5M
Top Sells
I
ICLRICON PLC
-$68.4M
C
CRMSALESFORCE INC
-$24.5M
I
ITCIINTRA-CELLULAR THERAPIES INC
-$24.2M
A
ATSGAIR TRANSPORT SERVICES GRP I
-$21.2M
U
UNHUNITEDHEALTH GROUP INC
-$20.3M

Top Holdings

N
NVDANVIDIA CORPORATION
+7.1%$181.2M
A
AVGOBROADCOM INC
+2.9%$74.2M
V
VVISA INC
+2.7%$68.9M
A
AAPLAPPLE INC
+2.4%$61.5M
N
NFLXNETFLIX INC
+2.0%$51.0M

Equity Positions (347)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION7.12%$181.2M1,147,027$117.48$157.99+$51.9M
A
AVGO
BROADCOM INC2.92%$74.2M269,182$181.08$275.65+$32.2M
V
V
VISA INC2.71%$68.9M193,999$277.84$355.05-$6.4M
A
AAPL
APPLE INC2.42%$61.5M299,766$224.65$205.17+$3.6M
N
NFLX
NETFLIX INC2.01%$51.0M38,095$778.69$1339.13+$17.5M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+13.9%
SERVICES-PREPACKAGED SOFTWARE
+8.6%
PHARMACEUTICAL PREPARATIONS
+6.3%
SERVICES-BUSINESS SERVICES, NEC
+6.1%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+3.0%