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LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.63B
1-Year Est. Return 31.52%
This Fund
S&P 500
This Quarter Est. Return
+10.72%
1 Year Est. Return
+31.52%
3 Year Est. Return
+98.77%
5 Year Est. Return
+107.98%
10 Year Est. Return
+494.97%
AUM
$2.22B
AUM Growth
+$233M
Cap. Flow
+$233M
Cap. Flow %
10.5%
Top 10 Hldgs %
44%
Holding
306
New
30
Increased
126
Reduced
99
Closed
37

Top Buys

Rank Stock Value
1
HON icon
Honeywell
HON
+$58.4M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$53.7M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$53.4M
4
ICE icon
Intercontinental Exchange
ICE
+$51.6M
5
UNH icon
UnitedHealth
UNH
+$43.6M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$92.2M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$46M
3
V icon
Visa
V
+$25M
4
UBER icon
Uber
UBER
+$8.58M
5
BAC icon
Bank of America
BAC
+$8M

Sector Composition

Rank Sector Weight
1 Technology 32.11%
2 Financials 21%
3 Communication Services 10.47%
4 Consumer Discretionary 9.78%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$192B
$8.83M 0.4%
65,896
+1,964
+3% +$258K
AMGN icon
52
Amgen
AMGN
$225B
$8.71M 0.39%
30,861
+773
+3% +$224K
MCD icon
53
McDonald's
MCD
$195B
$8.65M 0.39%
28,461
-13,523
-32% -$4.12M
CRM icon
54
Salesforce
CRM
$158B
$8.54M 0.39%
36,050
-10,079
-22% -$2.54M
AIG icon
55
American International
AIG
$39.8B
$8.49M 0.38%
48,562
+26,690
+122% +$2.13M
AMAT icon
56
Applied Materials
AMAT
$435B
$8.45M 0.38%
298,372
+239,261
+405% +$43.4M
DE icon
57
Deere & Co
DE
$167B
$8.3M 0.37%
18,158
+1,352
+8% +$667K
SLF icon
58
Sun Life Financial
SLF
$44.4B
$8.2M 0.37%
136,639
-26,077
-16% -$1.57M
ADBE icon
59
Adobe
ADBE
$103B
$8.15M 0.37%
23,110
+300
+1% +$108K
ADI icon
60
Analog Devices
ADI
$187B
$7.99M 0.36%
96,758
+79,233
+452% +$19M
MSFT icon
61
Microsoft
MSFT
$3.66T
$7.85M 0.35%
118,404
-180,801
-60% -$92.2M
BNS icon
62
Scotiabank
BNS
$110B
$7.83M 0.35%
121,081
-1,889
-2% -$111K
HPE icon
63
Hewlett Packard
HPE
$77.8B
$7.49M 0.34%
305,109
+5,805
+2% +$128K
MS icon
64
Morgan Stanley
MS
$342B
$7.47M 0.34%
47,009
-5,811
-11% -$858K
NDAQ icon
65
Nasdaq
NDAQ
$53.5B
$7.44M 0.34%
84,116
+68
+0.1% +$6.3K
APP icon
66
Applovin
APP
$102B
$7.37M 0.33%
+10,258
New +$4.73M
L icon
67
Loews
L
$23.1B
$7.37M 0.33%
289,089
+254,917
+746% +$24.1M
LOW icon
68
Lowe's Companies
LOW
$121B
$7.14M 0.32%
28,408
+5,869
+26% +$1.44M
RTX icon
69
RTX Corp
RTX
$300B
$6.83M 0.31%
40,843
+4,168
+11% +$647K
DIS icon
70
Walt Disney
DIS
$178B
$6.76M 0.31%
59,081
+3,700
+7% +$436K
RY icon
71
Royal Bank of Canada
RY
$297B
$6.76M 0.31%
23,045
-44,245
-66% -$6.1M
CMG icon
72
Chipotle Mexican Grill
CMG
$41.3B
$6.75M 0.3%
13,911
-37,350
-73% -$1.68M
TJX icon
73
TJX Companies
TJX
$169B
$6.7M 0.3%
46,359
+9,305
+25% +$1.24M
PGR icon
74
Progressive
PGR
$121B
$6.61M 0.3%
26,756
+1,700
+7% +$419K
STT icon
75
State Street
STT
$52.2B
$6.55M 0.3%
56,492
+2,283
+4% +$255K
1 2
3
4 5

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Lombard Odier Asset Management (Switzerland)'s Q3 2025 Portfolio in Review

As of Q3 2025, Lombard Odier Asset Management (Switzerland) held 306 positions worth $2.22B, up 12% from $1.98B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Lombard Odier Asset Management (Switzerland) deployed $233M of net new capital in Q3 2025, opening 30 new positions and adding to 126 existing holdings. Its largest new stake was Church & Dwight Co: 98,935 shares worth $9.69M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 38% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Microsoft, an estimated $92.2M trimmed.

  • Lombard Odier Asset Management (Switzerland)'s largest Q3 2025 buy was Church & Dwight Co: 98,935 shares worth $9.69M.
  • Lombard Odier Asset Management (Switzerland) added most to Honeywell in Q3 2025, an estimated $58.4M increase.
  • Lombard Odier Asset Management (Switzerland)'s biggest Q3 2025 reduction was Microsoft, cutting an estimated $92.2M.
  • Lombard Odier Asset Management (Switzerland) fully exited Alphabet (Google) Class A in Q3 2025, selling an estimated $46M.
  • Lombard Odier Asset Management (Switzerland)'s ten largest holdings make up 44% of its $2.22B portfolio in Q3 2025.
  • Lombard Odier Asset Management (Switzerland) opened 30 new positions and closed 37 in Q3 2025.
  • Lombard Odier Asset Management (Switzerland)'s portfolio value rose 12% quarter-over-quarter to $2.22B.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q3 2025, filed 14 Nov 2025.