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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group is a Warsaw-based pension fund management company, part of the international Vienna Insurance Group. It manages open pension funds and is focused on providing retirement savings products to individuals in Poland. The company was founded in 2001 (originally as AEGON PTE, now operating under the Vienna Insurance Group umbrella), employing professionals in investment management, pension administration, and customer service. Vienna Insurance Group, its parent, employs around 30,000 but the local subsidiary's employee count is likely significantly smaller.
Investment Strategy
The firm manages retirement assets primarily for Polish individuals through an open pension fund. Its strategy focuses on long-term capital growth via diversified investments across equities, fixed income, and other listed securities, adjusting its portfolio to optimize returns while following regulatory guidelines on pension fund investments. The approach emphasizes risk management and stability, suitable for retirement savings.
Latest 13F Filing Activity
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group filed their most recent 13F report on Jun 30, 2025 disclosing 88 equity positions with a total 13F market value of $159M. The fund increased holdings in Amazon Com Inc., Micron Technology Inc., Pan Amern Silver Corp. among other positions. Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group reduced exposure to Barrick Gold Corp., Agnico Eagle Mines LTD, Coeur MNG Inc. among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | 7.26% | $11.6M | 65,540 | $117.98 | $176.23 | +$1.4M | |
M MU | MICRON TECHNOLOGY INC | 6.35% | $10.1M | 82,000 | $77.17 | $123.25 | +$3.0M |
G GTLS | CHART INDS INC | 5.65% | $9.0M | 54,603 | $145.77 | $164.65 | +$1.1M |
M MRVL | MARVELL TECHNOLOGY INC | 5.60% | $8.9M | 115,000 | $52.48 | $77.40 | +$1.8M |
P PAAS | PAN AMERN SILVER CORP | 5.11% | $8.1M | 286,327 | $26.47 | $28.40 | +$2.6M |
Industry Allocation
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