Siemens Fonds Invest GMBH
Siemens Fonds Invest GmbH is an asset management firm headquartered in Munich, Germany. Founded in 2004, it is part of the Siemens Group and acts primarily as an institutional asset manager and private equity fund of funds, managing portfolios that include global equities as well as special funds. The firm manages assets for institutional clients (with particular focus on Siemens-related interests) and is a signatory to the Principles for Responsible Investment. Employee count is not specifically disclosed but such specialized German asset managers typically operate with a lean staff.
Investment Strategy
Siemens Fonds Invest GmbH acts as an institutional investor, deploying assets primarily through globally diversified portfolios including direct equity holdings and private equity fund of funds vehicles. Their investment strategy emphasizes prudent risk management and diversification across sectors, with significant allocations to technology, industrial, and financials. As a PRI signatory, the firm also integrates responsible investment principles and ESG considerations in its portfolio management, serving both Siemens-related and broader institutional mandates.
Top Holdings
Equity Positions (553)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.06% | $120.2M | 241,714 | $268.62 | $497.41 | +$34.3M |
N NVDA | NVIDIA CORPORATION | 6.52% | $111.0M | 702,679 | $32.46 | $157.99 | +$40.2M |
A AAPL | APPLE INC | 5.59% | $95.1M | 463,564 | $145.63 | $205.17 | -$1.5M |
A AMZN | AMAZON COM INC | 3.56% | $60.5M | 275,973 | $191.44 | $219.39 | +$12.4M |
M META | META PLATFORMS INC | 2.91% | $49.6M | 67,142 | $313.67 | $738.09 | +$13.4M |