Pko Investment Management Joint-stock Co.
PKO Investment Management Joint-Stock Co is part of the PKO Bank Polski S.A. Group, the largest financial group in Poland, headquartered in Warsaw. Focused on investment fund management, it operates primarily in the Polish market and serves a broad client base including retail, corporate, and institutional investors. The firm benefits from the group’s significant market share in banking and asset management, leveraging broad experience and infrastructure within a large financial institution. PKO Bank Polski S.A. was originally founded in 1919 with its current corporate structure since 2000; the asset management division reflects the group's strategic expansion in investment services.
Investment Strategy
PKO Investment Management Joint-Stock Co manages diversified portfolios across asset classes, with a strong emphasis on Polish and CEE equities, fixed income, and multi-asset funds. The firm’s strategy leverages in-depth local market expertise, strong risk management standards, and an active approach to portfolio management. The investment philosophy prioritizes risk-adjusted returns, long-term capital growth, and responsible investing, integrating ESG considerations in the investment process to meet the regulatory environment and client needs.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.45% | $97.2M | 156,612 | $399.14 | $620.90 | -$17.7M |
N NVDA | NVIDIA CORPORATION | 4.92% | $45.8M | 290,000 | $86.33 | $157.99 | +$16.6M |
A AAPL | APPLE INC | 4.92% | $45.8M | 223,000 | $194.31 | $205.17 | +$12.4M |
M MSFT | MICROSOFT CORP | 4.38% | $40.8M | 82,000 | $322.92 | $497.41 | +$1.7M |
A AMZN | AMAZON COM INC | 3.30% | $30.7M | 140,000 | $165.57 | $219.39 | +$6.0M |