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Pictet North America Advisors SA
Pictet North America Advisors SA (PNAA) is an international investment adviser and wealth manager headquartered in Geneva, Switzerland. Founded in 2007, PNAA is part of the Pictet Group (est. 1805) and specializes in advising US and Canadian nationals, as well as private clients, families, institutions, trusts, estates, private funds, and small corporations. The firm does not engage in investment banking or commercial lending and currently employs approximately 15 people. PNAA is registered with the SEC and operates under Swiss law, with a representative office in Zurich.
Investment Strategy
PNAA offers both discretionary and non-discretionary investment services, focusing on wealth management for U.S. and Canadian clients. Their discretionary strategies involve diversified allocations across cash, fixed income, equities, and precious metals, designed around risk levels and geographic or topical themes. Investment decisions are made according to client objectives and restrictions, with monthly account monitoring. Non-discretionary services involve providing regular advice, with clients making their own investment decisions. PNAA seeks to deliver meticulous portfolio diversification and leverages the global resources and expertise of the Pictet Group.
Latest 13F Filing Activity
Pictet North America Advisors SA filed their most recent 13F report on Sep 30, 2025 disclosing 144 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, Ishares Gold TR, Taiwan Semiconductor MFG LTD among other positions. Pictet North America Advisors SA reduced exposure to Vanguard Intl Equity Index F, Ishares TR, Hess Corp. among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUR | BURFORD CAP LTD | 8.53% | $91.1M | 7,647,727 | $9.00 | $11.96 | +$1.6M |
G GLD | SPDR GOLD TR | 5.11% | $54.5M | 153,919 | $165.69 | $355.47 | +$10.6M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.70% | $50.2M | 179,747 | $94.75 | $279.29 | +$11.8M |
S SIHY | HARBOR ETF TRUST | 4.31% | $46.1M | 993,692 | $45.03 | $46.37 | +$6.6M |
M MSFT | MICROSOFT CORP | 4.17% | $44.5M | 86,292 | $143.84 | $517.95 | +$2.3M |
Industry Allocation
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