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Banque Transatlantique SA
Banque Transatlantique SA is a French private bank founded in 1881 and headquartered in Paris. It is one of France’s oldest private banks and serves as the wealth management arm of Crédit Industriel et Commercial (CIC), part of the Crédit Mutuel Group. The bank specializes in private banking, wealth management, asset management, and offers financial planning and philanthropic fund creation services. Its clientele includes high-net-worth individuals, expatriates, families, entrepreneurs, and large foundations, with a particular focus on international clients and French nationals abroad. The firm has branches and offices across Europe, North America, and Asia. As of 2023, it ranked as the 91st largest bank in France and employs several hundred professionals.
Investment Strategy
Banque Transatlantique follows a personalized, long-term wealth management strategy centered on private banking and asset management for high-net-worth individuals, French expatriates, and international clients. Its approach emphasizes developing and maintaining coherent wealth plans based on clients’ investment objectives, family context, and risk profile. The bank leverages its global reach to provide internationally oriented asset management, bespoke financial planning, fund management, and advisory services, supporting clients with tailored solutions for cross-border banking, investments, insurance, and stock option plans.
Latest 13F Filing Activity
Banque Transatlantique SA filed their most recent 13F report on Jun 30, 2025 disclosing 245 equity positions with a total 13F market value of $4B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Amazon Com Inc. among other positions. Banque Transatlantique SA reduced exposure to Zoetis Inc., Aptargroup Inc., Linde PLC among others.
Top Holdings
Equity Positions (245)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 15.37% | $557.3M | 1,115,794 | $423.24 | $497.41 | +$147.7M |
N NVDA | NVIDIA CORPORATION | 12.63% | $457.8M | 2,884,622 | $134.29 | $157.99 | +$136.4M |
A AMZN | AMAZON COM INC | 9.77% | $354.3M | 1,606,804 | $219.39 | $219.39 | +$62.1M |
A AAPL | APPLE INC | 5.96% | $216.1M | 1,046,976 | $250.42 | $205.17 | -$30.9M |
V V | VISA INC | 5.54% | $200.9M | 563,482 | $317.93 | $355.05 | +$13.2M |
Industry Allocation
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