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Ofi Invest Asset Management
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.
Latest 13F Filing Activity
Ofi Invest Asset Management filed their most recent 13F report on Sep 30, 2025 disclosing 267 equity positions with a total 13F market value of $5B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Capital One Finl Corp. among other positions. Ofi Invest Asset Management reduced exposure to Netflix Inc., Wingstop Inc., Hca Healthcare Inc. among others.
Top Holdings
Equity Positions (267)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.62% | $504.4M | 3,176,669 | $144.53 | $186.58 | +$161.9M |
M MSFT | MICROSOFT CORP | 8.91% | $423.3M | 960,205 | $438.86 | $517.95 | +$89.6M |
A AAPL | APPLE INC | 5.70% | $270.6M | 1,248,728 | $246.61 | $254.63 | +$68.4M |
| ALPHABET INC | 4.58% | $217.3M | 1,050,126 | $187.49 | $243.10 | +$25.9M | |
A AVGO | BROADCOM INC | 3.10% | $147.2M | 524,255 | $227.87 | $329.91 | +$10.0M |
Industry Allocation
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