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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
+4.87%
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
$2.35B
AUM Growth
+$136M
Cap. Flow
-$171M
Cap. Flow %
-7.28%
Top 10 Hldgs %
41.86%
Holding
325
New
56
Increased
107
Reduced
97
Closed
60

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$99.7M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$71.5M
3
V icon
Visa
V
+$22.1M
4
HD icon
Home Depot
HD
+$15.9M
5
PG icon
Procter & Gamble
PG
+$12.8M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$77.4M
2
AMAT icon
Applied Materials
AMAT
+$60.2M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$52.2M
4
HON icon
Honeywell
HON
+$50.8M
5
UNH icon
UnitedHealth
UNH
+$47.8M

Sector Composition

Rank Sector Weight
1 Technology 38.67%
2 Financials 14.34%
3 Communication Services 11.1%
4 Consumer Discretionary 10.78%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADSK icon
126
Autodesk
ADSK
$52.7B
$4.04M 0.17%
13,643
+1,311
+11% +$397K
STT icon
127
State Street
STT
$52.2B
$3.96M 0.17%
30,733
-25,759
-46% -$3.08M
GIS icon
128
General Mills
GIS
$20.4B
$3.94M 0.17%
84,761
+66,600
+367% +$3.17M
ECL icon
129
Ecolab
ECL
$78.1B
$3.93M 0.17%
14,956
+1,886
+14% +$502K
CAH icon
130
Cardinal Health
CAH
$54.5B
$3.89M 0.17%
18,953
-14,858
-44% -$2.8M
CM icon
131
Canadian Imperial Bank of Commerce
CM
$110B
$3.89M 0.17%
42,960
+31,800
+285% +$2.73M
SYK icon
132
Stryker
SYK
$133B
$3.85M 0.16%
10,956
+665
+6% +$242K
ENB icon
133
Enbridge
ENB
$112B
$3.85M 0.16%
80,394
+21,200
+36% +$1.01M
CB icon
134
Chubb
CB
$132B
$3.84M 0.16%
12,310
-7,060
-36% -$2.06M
PFG icon
135
Principal Financial Group
PFG
$24.4B
$3.81M 0.16%
+43,179
New +$3.64M
GLW icon
136
Corning
GLW
$144B
$3.78M 0.16%
43,128
+16,564
+62% +$1.43M
PAAS icon
137
Pan American Silver
PAAS
$22.1B
$3.71M 0.16%
71,525
-19,913
-22% -$834K
DASH icon
138
DoorDash
DASH
$92.1B
$3.7M 0.16%
16,358
+4,940
+43% +$1.16M
CRH icon
139
CRH
CRH
$65.2B
$3.65M 0.15%
29,211
-35,310
-55% -$4.21M
PCAR icon
140
PACCAR
PCAR
$69B
$3.64M 0.15%
+33,200
New +$3.4M
SO icon
141
Southern Company
SO
$106B
$3.51M 0.15%
+40,253
New +$3.67M
CTAS icon
142
Cintas
CTAS
$81.4B
$3.51M 0.15%
18,658
-867
-4% -$163K
AMCR icon
143
Amcor
AMCR
$21.5B
$3.51M 0.15%
84,074
+58,980
+235% +$2.43M
BMY icon
144
Bristol-Myers Squibb
BMY
$130B
$3.49M 0.15%
64,669
-11,200
-15% -$539K
HPE icon
145
Hewlett Packard
HPE
$77.8B
$3.48M 0.15%
144,754
-160,355
-53% -$3.78M
L icon
146
Loews
L
$23.1B
$3.45M 0.15%
32,772
-256,317
-89% -$26.5M
WCN
147
Waste Connections
WCN
$41.6B
$3.42M 0.15%
19,525
-11,457
-37% -$1.98M
KMB icon
148
Kimberly-Clark
KMB
$36.2B
$3.42M 0.15%
33,907
+16,300
+93% +$1.78M
TGT icon
149
Target
TGT
$69.9B
$3.32M 0.14%
33,955
+21,100
+164% +$1.94M
APD icon
150
Air Products & Chemicals
APD
$67.7B
$3.3M 0.14%
13,344
-1,200
-8% -$304K
4 5
6
7 8

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Lombard Odier Asset Management (Switzerland)'s Q4 2025 Portfolio in Review

As of Q4 2025, Lombard Odier Asset Management (Switzerland) held 325 positions worth $2.35B, up 6.1% from $2.22B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Lombard Odier Asset Management (Switzerland) withdrew a net $171M in Q4 2025, closing 60 positions and reducing 97 holdings. Its most notable exit was Synchrony, an estimated $32.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Lombard Odier Asset Management (Switzerland) opened a new position in Alphabet (Google) Class A worth $78.3M.

  • Lombard Odier Asset Management (Switzerland)'s largest Q4 2025 buy was Alphabet (Google) Class A: 250,132 shares worth $78.3M.
  • Lombard Odier Asset Management (Switzerland) added most to Microsoft in Q4 2025, an estimated $99.7M increase.
  • Lombard Odier Asset Management (Switzerland)'s biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $77.4M.
  • Lombard Odier Asset Management (Switzerland) fully exited Synchrony in Q4 2025, selling an estimated $32.1M.
  • Lombard Odier Asset Management (Switzerland)'s ten largest holdings make up 42% of its $2.35B portfolio in Q4 2025.
  • Lombard Odier Asset Management (Switzerland) opened 56 new positions and closed 60 in Q4 2025.
  • Lombard Odier Asset Management (Switzerland)'s portfolio value rose 6.1% quarter-over-quarter to $2.35B.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2025, filed 17 Feb 2026.