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Towarzystwo Funduszy Inwestycyjnych Pzu SA
Towarzystwo Funduszy Inwestycyjnych PZU SA (TFI PZU SA) is one of the largest investment fund management companies in Poland and a leading member of the PZU Group, which has over 200 years of history in financial and insurance services. Founded in 1999 and headquartered in Warsaw, TFI PZU SA manages significant assets for both institutional and private clients. As of recent years, it has specialized in offering a broad spectrum of investment solutions, including mutual funds, retirement products, and occupational pension schemes. The firm employs a substantial staff and holds a leadership position in workplace pension markets in Poland.
Investment Strategy
TFI PZU SA provides a diverse portfolio of investment fund strategies, ranging from traditional benchmark-based funds to actively managed global macro and absolute return approaches. The firm manages both passive and active funds (notably through the inPZU SFIO platform), and is known for its strong track record in debt and fixed income funds. It serves companies, large employers, and individuals, with a particular leadership role in Employee Capital Plans (PPK) and Occupational Pension Schemes (PPE). The strategy emphasizes risk management, stable returns, and cost-effective passive investment choices, while also being recognized for innovation in the Polish asset management market.
Latest 13F Filing Activity
Towarzystwo Funduszy Inwestycyjnych Pzu SA filed their most recent 13F report on Jun 30, 2025 disclosing 656 equity positions with a total 13F market value of $356M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., On HLDG AG among other positions. Towarzystwo Funduszy Inwestycyjnych Pzu SA reduced exposure to Barrick Gold Corp., Unitedhealth Group Inc., Axon Enterprise Inc. among others.
Top Holdings
Equity Positions (656)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.88% | $38.7M | 77,776 | $400.37 | $497.41 | +$10.9M |
N NVDA | NVIDIA CORPORATION | 10.12% | $36.0M | 227,858 | $54.68 | $157.99 | +$11.7M |
A AMZN | AMAZON COM INC | 4.66% | $16.6M | 75,534 | $193.18 | $219.39 | +$2.4M |
A AAPL | APPLE INC | 4.59% | $16.3M | 79,608 | $209.76 | $205.17 | -$389.7K |
I ISRG | INTUITIVE SURGICAL INC | 3.60% | $12.8M | 23,554 | $421.85 | $543.41 | +$914.5K |
Industry Allocation
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