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Banque Cantonale Vaudoise

CIK:0001793755
Bank
$240B AUM
788 holdings
Lausanne, Switzerland
Founded:1845
2,000 employees
Latest filing:Jun 30, 2025

Banque Cantonale Vaudoise (BCV) is a leading universal bank headquartered in Lausanne, Switzerland, serving individual, corporate, and institutional clients primarily in the Canton of Vaud and throughout Switzerland. Founded in 1845, BCV operates as both a retail and commercial bank, offering services including retail banking, wealth management, asset management, and corporate banking. The bank is majority-owned by the State of Vaud, employs more than 2,000 people, and is a top-tier institutional asset manager trusted by pension funds and insurance companies.

Investment Strategy

BCV's investment strategy focuses on delivering tailored asset management solutions through discretionary and advisory mandates for private and institutional clients, with an emphasis on diversification, liquidity, and risk management. The firm leverages over 40 years of experience managing assets for occupational pension funds and insurance companies, applying systematic and fundamental approaches across a variety of asset classes to provide long-term sustainable returns.

Top Buys
N
NVDANVIDIA CORPORATION
+$38.3M
U
UBSUBS GROUP AG
+$19.1M
A
AVGOBROADCOM INC
+$14.9M
Q
QQQINVESCO QQQ TR
+$9.9M
A
AMZNAMAZON COM INC
+$7.4M
Top Sells
A
ALCALCON AG
-$8.0M
A
AAPLAPPLE INC
-$7.4M
B
BMYBRISTOL-MYERS SQUIBB CO
-$6.7M
U
UNHUNITEDHEALTH GROUP INC
-$5.4M
Y
YUMCYUM CHINA HLDGS INC
-$5.1M

Research Analysts

Top Holdings

U
UBSUBS GROUP AG
+9.2%$226.0M
N
NVDANVIDIA CORPORATION
+4.8%$116.6M
M
MSFTMICROSOFT CORP
+4.2%$103.8M
A
ALCALCON AG
+3.7%$91.0M
A
AAPLAPPLE INC
+3.6%$88.3M

Equity Positions (779)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
U
UBS
UBS GROUP AG9.22%$226.0M6,699,155$30.63$33.82+$19.1M
N
NVDA
NVIDIA CORPORATION4.76%$116.6M738,237$109.44$157.99+$38.3M
M
MSFT
MICROSOFT CORP4.23%$103.8M208,651$375.39$497.41+$5.6M
A
ALC
ALCON AG3.71%$91.0M1,031,370$94.93$88.28-$8.0M
A
AAPL
APPLE INC3.60%$88.3M430,331$222.13$205.17-$7.4M

Industry Allocation

NATIONAL COMMERCIAL BANKS
+11.8%
SEMICONDUCTORS & RELATED DEVICES
+9.3%
SERVICES-PREPACKAGED SOFTWARE
+9.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.9%
SERVICES-BUSINESS SERVICES, NEC
+4.2%