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Ofi Invest Asset Management

CIK:0001977602
Asset Manager
$4B AUM
299 holdings
Issy-les-Moulineaux, France
Founded:2022
400 employees
Latest filing:Sep 30, 2025

OFI Invest Asset Management is the asset management arm of the OFI Invest group, headquartered in Issy-les-Moulineaux, France. It is now France's fifth-largest asset management group, formed by the merger of Aviva Investors' French activities, OFI group and Aéma REIM. The firm offers a wide range of responsible investment strategies across all asset classes, serving institutional investors and other large clients. OFI Invest emphasizes sustainable and responsible finance in its investment approach.

Investment Strategy

OFI Invest Asset Management focuses on delivering responsible and sustainable investment solutions across equities, fixed income, real assets, and diversified funds. The firm integrates ESG (Environmental, Social, Governance) factors into its investment process, aiming to generate long-term value for institutional clients while considering the impact of its investments on society and the environment. The group is recognized for innovation in thematic investing, including climate transition, strategic and industrial metals, and emerging market debt, with a proprietary ESG model to help guide investment decisions.

Top Buys
N
NVDANVIDIA CORPORATION
+$161.9M
M
MSFTMICROSOFT CORP
+$89.6M
C
COFCAPITAL ONE FINL CORP
+$81.8M
A
AAPLAPPLE INC
+$68.4M
S
SCHWSCHWAB CHARLES CORP
+$56.1M
Top Sells
N
NFLXNETFLIX INC
-$24.0M
W
WINGWINGSTOP INC
-$23.2M
H
HCAHCA HEALTHCARE INC
-$20.1M
M
MAMASTERCARD INCORPORATED
-$17.9M
U
UBERUBER TECHNOLOGIES INC
-$17.4M

Top Holdings

N
NVDANVIDIA CORPORATION
+10.6%$504.4M
M
MSFTMICROSOFT CORP
+8.9%$423.3M
A
AAPLAPPLE INC
+5.7%$270.6M
G
GOOGLALPHABET INC
+4.6%$217.3M
A
AVGOBROADCOM INC
+3.1%$147.2M

Equity Positions (267)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION10.62%$504.4M3,176,669$144.53$186.58+$161.9M
M
MSFT
MICROSOFT CORP8.91%$423.3M960,205$438.86$517.95+$89.6M
A
AAPL
APPLE INC5.70%$270.6M1,248,728$246.61$254.63+$68.4M
G
GOOGL
ALPHABET INC4.58%$217.3M1,050,126$187.49$243.10+$25.9M
A
AVGO
BROADCOM INC3.10%$147.2M524,255$227.87$329.91+$10.0M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+15.1%
SERVICES-PREPACKAGED SOFTWARE
+12.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.8%
NATIONAL COMMERCIAL BANKS
+6.5%
ELECTRONIC COMPUTERS
+5.7%