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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
TMUS icon
101
T-Mobile US
TMUS
$190B
$4.99M 0.23%
20,865
-2,021
-9% -$489K
SLB icon
102
SLB Ltd
SLB
$78.1B
$4.63M 0.21%
57,348
+25,417
+80% +$884K
YUM icon
103
Yum! Brands
YUM
$41B
$4.47M 0.2%
29,410
+884
+3% +$130K
V icon
104
Visa
V
$671B
$4.43M 0.2%
18,011
-72,130
-80% -$25M
TRV icon
105
Travelers Companies
TRV
$77.2B
$4.18M 0.19%
14,983
+2,000
+15% +$536K
CAH icon
106
Cardinal Health
CAH
$54.5B
$4.05M 0.18%
33,811
+10,404
+44% +$1.61M
TRI icon
107
Thomson Reuters
TRI
$44.5B
$4.01M 0.18%
25,453
+10,628
+72% +$1.98M
CTAS icon
108
Cintas
CTAS
$81.4B
$4.01M 0.18%
19,525
-700
-3% -$149K
ED icon
109
Consolidated Edison
ED
$39.9B
$3.99M 0.18%
39,725
+528
+1% +$53K
APD icon
110
Air Products & Chemicals
APD
$67.7B
$3.97M 0.18%
14,544
-472
-3% -$137K
ADSK icon
111
Autodesk
ADSK
$52.7B
$3.92M 0.18%
12,332
+374
+3% +$114K
AJG icon
112
Arthur J. Gallagher & Co
AJG
$65.5B
$3.91M 0.18%
12,615
+2,596
+26% +$783K
UAL icon
113
United Airlines
UAL
$40.6B
$3.9M 0.18%
57,887
+42,085
+266% +$4.05M
WPM icon
114
Wheaton Precious Metals
WPM
$61.3B
$3.89M 0.18%
34,744
-9,569
-22% -$935K
CDNS icon
115
Cadence Design Systems
CDNS
$89B
$3.86M 0.17%
10,982
-2,539
-19% -$873K
LRCX icon
116
Lam Research
LRCX
$408B
$3.84M 0.17%
24,453
-39,777
-62% -$4.21M
SYK icon
117
Stryker
SYK
$133B
$3.8M 0.17%
+10,291
New +$3.98M
EBAY icon
118
eBay
EBAY
$45.5B
$3.74M 0.17%
41,170
-14,910
-27% -$1.32M
HPQ icon
119
HP
HPQ
$26.8B
$3.71M 0.17%
136,184
-46,249
-25% -$1.23M
XYL icon
120
Xylem
XYL
$28.5B
$3.67M 0.17%
24,914
-6,558
-21% -$910K
HSY icon
121
Hershey
HSY
$37B
$3.65M 0.16%
19,487
+340
+2% +$61.8K
ECL icon
122
Ecolab
ECL
$78.1B
$3.58M 0.16%
13,070
-1,679
-11% -$456K
PAAS icon
123
Pan American Silver
PAAS
$22.1B
$3.54M 0.16%
91,438
-13,041
-12% -$419K
ACM icon
124
Aecom
ACM
$7.85B
$3.54M 0.16%
27,097
-7,347
-21% -$887K
BN icon
125
Brookfield
BN
$110B
$3.52M 0.16%
77,111
-7,350
-9% -$326K
3 4
5
6 7

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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.