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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Pictet Asset Management Holding SA ⇄ Universal- Beteiligungs- und Servicegesellschaft mbH

60Shared positions
71.6%Name overlap (Jaccard)
15+Only Pictet Asset…
15+Only Universal-…

Shared holdings · Q2 2026

SecurityPictet Asset… weightUniversal-… weight
NVDA NVIDIA Corporation 4.1% 6.5%
AAPL Apple Inc. 2.4% 4.9%
GOOGL Alphabet Inc. 2.8% 3.6%
MSFT Microsoft Corporation 2.0% 3.8%
AMZN Amazon.com, Inc. 1.9% 3.4%
AVGO Broadcom Inc. 2.7% 2.2%
GOOG Alphabet Inc. 1.0% 2.0%
MU Micron Technology, Inc. 1.2% 1.8%
AMD Advanced Micro Devices… 1.0% 1.6%
META Meta Platforms, Inc. 0.7% 1.7%
AMAT Applied Materials, Inc. 1.4% 1.0%
LRCX Lam Research Corporation 1.1% 0.9%
V Visa Inc. 0.9% 1.1%
KLAC KLA Corporation 1.4% 0.6%
LLY Eli Lilly and Company 0.9% 1.1%
TSLA Tesla, Inc. 0.8% 1.2%
CSCO Cisco Systems, Inc. 0.9% 0.8%
MA Mastercard Incorporated 0.6% 0.8%
JPM JPMorgan Chase & Co. 0.5% 0.9%
JNJ Johnson & Johnson 0.5% 0.9%
PANW Palo Alto Networks, Inc. 0.7% 0.5%
LIN Linde plc 0.5% 0.7%
SNOW Snowflake Inc. 1.0% 0.1%
CRM Salesforce, Inc. 0.7% 0.4%
ANET Arista Networks, Inc. 0.8% 0.3%
BRK-B Berkshire Hathaway Inc. 0.3% 0.7%
INTC Intel Corp. 0.3% 0.6%
TT Trane Technologies plc 0.7% 0.2%
MRVL Marvell Technology, Inc. 0.5% 0.4%
NEE NextEra Energy, Inc. 0.6% 0.3%
NOW ServiceNow, Inc. 0.7% 0.2%
CRWD CrowdStrike Holdings, Inc. 0.6% 0.3%
WMT Walmart Inc. 0.2% 0.6%
ECL Ecolab Inc. 0.7% 0.1%
CAT Caterpillar Inc. 0.4% 0.5%
TMO Thermo Fisher Scientific… 0.5% 0.3%
ADI Analog Devices, Inc. 0.4% 0.4%
NFLX Netflix, Inc. 0.3% 0.5%
VRT Vertiv Holdings Co 0.6% 0.2%
ABBV AbbVie Inc. 0.2% 0.6%
COST Costco Wholesale… 0.3% 0.5%
XEL Xcel Energy Inc. 0.7% 0.0%
ISRG Intuitive Surgical, Inc. 0.5% 0.2%
AXP American Express Company 0.4% 0.3%
PG The Procter & Gamble… 0.2% 0.5%
ADSK Autodesk, Inc. 0.5% 0.2%
A Agilent Technologies, Inc. 0.6% 0.1%
ETN Eaton Corporation plc 0.4% 0.3%
UNH UnitedHealth Group… 0.2% 0.4%
WELL Welltower Inc. 0.2% 0.4%
KO The Coca-Cola Company 0.2% 0.4%
CDNS Cadence Design Systems… 0.5% 0.2%
BAC Bank of America… 0.2% 0.4%
XONA.DE Exxon Mobil Corporation 0.2% 0.4%
IBM International Business… 0.2% 0.4%
HD The Home Depot, Inc. 0.2% 0.4%
FERG Ferguson plc 0.5% 0.1%
WDC Western Digital… 0.2% 0.4%
RSG Republic Services, Inc. 0.5% 0.1%
EQIX Equinix, Inc. 0.2% 0.3%

Distinctively Pictet Asset…

UBS UBS Group AG 1.7%
NXPI NXP Semiconductors… 0.9%
AZN AstraZeneca PLC 0.5%
ALC Alcon Inc. 0.4%
WCN Waste Connections… 0.3%
NVT nVent Electric plc 0.3%
LOGI Logitech… 0.3%
GFL GFL Environmental Inc. 0.2%
CLS Celestica Inc. 0.2%
SHOP Shopify Inc. 0.2%
ARGX argenx SE 0.2%
MAIR Madison Air Solutions… 0.2%
TSM Taiwan Semiconductor… 0.2%
STN Stantec Inc. 0.1%
STX Seagate Technology… 0.1%

Distinctively Universal-…

BRK-A Berkshire Hathaway… 0.2%
CPNG Coupang, Inc. 0.0%
HPP Hudson Pacific… 0.0%
GOOGM Alphabet Inc.… 0.0%
EGY 0.0%
SEPN Septerna Inc 0.0%
VTOL Bristow Group Inc. 0.0%
BAC-PL Bank of America… 0.0%
TDW Tidewater Inc. 0.0%
BAND Bandwidth Inc. 0.0%
SN SharkNinja, Inc. 0.0%
SCSC ScanSource, Inc. 0.0%
TCX 0.0%
JAN Janus Living, Inc. 0.0%
SVV 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology