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Nationale-nederlanden Powszechne Towarzystwo Emerytalne S.A.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. is one of Poland's leading pension fund institutions, operating since 1998. As part of the global NN Group, it specializes in open pension funds (OFE), voluntary pension funds, individual retirement accounts (IKE/IKZE), and employee capital plans (PPK). The company manages the retirement assets of nearly 3 million Polish citizens and has a strong market presence, with over 20 years of experience in the sector. It serves both individual participants and corporate clients seeking structured retirement solutions.
Investment Strategy
The fund focuses on long-term capital growth and security for Polish retirement savers through diversified investments in domestic equity and fixed income markets, strictly adhering to regulatory requirements for pension assets. The strategy prioritizes risk management, prudent investment selection, and stable performance, aiming to provide consistent returns to its participants. Exceptions are allowed only within investment limits imposed by Polish financial authorities, ensuring the security of clients' retirement capital.
Latest 13F Filing Activity
Nationale-nederlanden Powszechne Towarzystwo Emerytalne S.A. filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $846M. The fund increased holdings in Cyberark Software LTD, Soleno Therapeutics Inc., Eaton Corp. PLC among other positions. Nationale-nederlanden Powszechne Towarzystwo Emerytalne S.A. reduced exposure to Berkshire Hathaway Inc. Del, Springworks Therapeutics Inc., Crowdstrike HLDGS Inc. among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 6.17% | $52.2M | 237,791 | $203.10 | $219.39 | +$30.7M |
E ETN | EATON CORP PLC | 5.43% | $46.0M | 128,810 | $353.87 | $356.99 | +$41.6M |
C CYBR | CYBERARK SOFTWARE LTD | 5.31% | $44.9M | 110,380 | $406.88 | $406.88 | +$44.9M |
M META | META PLATFORMS INC | 5.02% | $42.4M | 57,500 | $636.30 | $738.09 | +$26.4M |
S SLNO | SOLENO THERAPEUTICS INC | 4.97% | $42.1M | 502,374 | $83.78 | $83.78 | +$42.1M |
Industry Allocation
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