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Holdings of Pictet - Premium Brands

ISIN LU0217138725 · LU0217139020

Pictet Asset Management (Europe) S.A. · 36 declared positions · as of Sep 30, 2025

Fund report · Net assets 1.4B € · Ten largest lines: 45.2 % of net assets · Fees at most 1.0 to 2.9 % depending on the share class (5) · Compare with another fund · Report an error

Positions

RankCompanyCurrencySharesValueWeight
1AMERICAN EXPRESS United StatesUSD236,62468.8M €4.93 %
2COMPAGNIE FINANCIERE RICHEMONT SwitzerlandCHF411,85966.6M €4.77 %
3ESSILORLUXOTTICA FranceEUR232,40964.5M €4.63 %
4VISA 'A' United StatesUSD215,98263.1M €4.53 %
5FERRARI NetherlandsEUR151,18762.3M €4.47 %
6APPLE United StatesUSD285,67662.2M €4.47 %
7L'OREAL FranceEUR168,55061.9M €4.44 %
8HERMES INTERNATIONAL FranceEUR29,32760.7M €4.36 %
9ADIDAS GermanyEUR333,12860.1M €4.32 %
10LVMH MOET HENNESSY LOUIS VUITTON FranceEUR113,63659.3M €4.26 %
11HILTON WORLDWIDE HOLDINGS United StatesUSD252,78556.3M €4.04 %
12GALDERMA GROUP 144A/S SwitzerlandCHF365,18353.6M €3.85 %
13GARMIN SwitzerlandUSD254,64153.2M €3.82 %
14ACCOR FranceEUR1,322,79752.9M €3.80 %
15MASTERCARD 'A' United StatesUSD107,74152.3M €3.76 %
16ULTA BEAUTY United StatesUSD92,64043.5M €3.12 %
17RALPH LAUREN 'A' United StatesUSD142,67338.5M €2.77 %
18LINDT & SPRUENGLI SwitzerlandCHF2,78136M €2.59 %
19INTERCONTINENTAL HOTELS GROUP United KingdomGBP340,90535.3M €2.53 %
20MONCLER ItalyEUR674,87933.8M €2.43 %
21ASICS CORP JapanJPY1,475,30032.9M €2.36 %
22MARRIOTT INTERNATIONAL 'A' United StatesUSD124,81328M €2.01 %
23DIAGEO United KingdomGBP1,327,93426.9M €1.93 %
24STARBUCKS United StatesUSD366,18626.4M €1.89 %
25BRUNELLO CUCINELLI ItalyEUR261,64124.1M €1.73 %
26TAPESTRY United StatesUSD238,73923.2M €1.66 %
27NIKE 'B' United StatesUSD351,04420.8M €1.50 %
28PICTET - SOVEREIGN SHORT-TERM MONEY MARKET EUR Z LuxembourgEUR181,45619.8M €1.42 %
29DECKERS OUTDOOR United StatesUSD220,45719.2M €1.38 %
30KERING FranceEUR66,84319.1M €1.37 %
31LULULEMON ATHLETICA United StatesUSD104,89716.1M €1.15 %
32PRADA S.P.A. ItalyHKD2,954,30015.2M €1.09 %
33SPROUTS FARMERS MARKET United StatesUSD162,52515.1M €1.08 %
34ON HOLDING 'A' SwitzerlandUSD353,24612.9M €0.93 %
35AMER SPORTS INCORPORATION Cayman IslandsUSD249,9077.4M €0.53 %
36TOLL BROTHERS United StatesUSD56,2616.6M €0.48 %

Source: report published by Pictet - Premium Brands.

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Country breakdown

  • United States 38.6 %
  • France 22.8 %
  • Switzerland 15.9 %
  • Italy 5.2 %
  • Netherlands 4.5 %
  • United Kingdom 4.4 %
  • Germany 4.3 %
  • Japan 2.4 %
  • Luxembourg 1.4 %
  • Cayman Islands 0.5 %

Countries from the fund report. Weights in % of net assets.

Currency breakdown

  • USD 43.9 %
  • EUR 37.1 %
  • CHF 11.2 %
  • GBP 4.4 %
  • JPY 2.4 %
  • HKD 1.1 %

The quoted currency of each line, as declared.

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Titelia. "Holdings of Pictet - Premium Brands". https://titelia.com/en/funds/pictet-premium-brands