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Triglav Skladi, d.o.o.
Benjamin Jošar · Asset Manager · Multi-Strategy
Triglav Skladi, d.o.o. (recently rebranded as Triglav Investments) is a prominent Slovenian asset management firm and a key subsidiary of the Triglav Group, the largest insurance and financial conglomerate in the Adria region. Established in 1994 and based in Ljubljana, the company is a market leader in Slovenia, providing a comprehensive range of investment solutions including mutual funds and individual portfolio management. Its history is marked by its growth from a local fund manager into a sophisticated regional player offering diverse investment products such as global equity, bond, and specialized thematic funds. The firm serves a broad base of individual and institutional investors, focusing on providing stable, long-term returns through professional expertise and a deep understanding of capital markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.9% |
| YTD return | +12.0% |
| Sharpe ratio | 2.62 |
| Win rate | 49% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.triglavinvestments.si |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.0% | +20.2% |
| MSFT | Microsoft Corporation | 10.5% | +1.1% |
| AMZN | Amazon.com Inc | 9.5% | +12.6% |
| GOOGL | Alphabet Inc Class A | 9.4% | +33.2% |
| AAPL | Apple Inc | 9.0% | +29.6% |
| AVGO | Broadcom Inc | 5.5% | +6.6% |
| MU | Micron Technology Inc | 5.1% | +90.3% |
| LLY | Eli Lilly and Company | 4.7% | +29.1% |
| META | Meta Platforms Inc. | 4.1% | +6.2% |
| JPM | JPMorgan Chase & Co | 4.0% | +8.6% |
| AMD | Advanced Micro Devices Inc | 3.3% | +27.4% |
| GS | Goldman Sachs Group Inc | 3.2% | +16.4% |
| TSM | Taiwan Semiconductor Manufacturing | 2.9% | +10.5% |
| WMT | Walmart Inc. Common Stock | 2.5% | -0.1% |
| V | Visa Inc. Class A | 2.3% | +3.8% |
| TSLA | Tesla Inc | 2.3% | -13.7% |
| MRK | Merck & Company Inc | 2.2% | +31.7% |
| LRCX | Lam Research Corp | 2.1% | -5.1% |
| JNJ | Johnson & Johnson | 1.8% | +19.5% |
| CAT | Caterpillar Inc | 1.5% | +0.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | V | 2.4% → 2.3% |
| Sep 21, 2026 | BUY | TSLA | 2.2% → 2.3% |
| Sep 21, 2026 | BUY | GOOGL | 9.3% → 9.4% |
| Sep 21, 2026 | SELL | META | 3.6% → 4.1% |
| Sep 21, 2026 | BUY | JNJ | 1.7% → 1.8% |
Investment Style Analysis
Triglav Skladi, d.o.o. is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Triglav Skladi, d.o.o. made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Triglav Skladi follows a long-term, research-driven investment philosophy focused on delivering consistent value through active portfolio management. The firm emphasizes thorough fundamental analysis to identify companies with sustainable business models and robust growth potential. By maintaining a diversified approach across asset classes and geographic regions, including a strong focus on the European and emerging Adria markets, the company aims to optimize the risk-return profile for its clients. Furthermore, the institution integrates environmental, social, and governance (ESG) criteria into its decision-making process, reflecting a commitment to responsible investing and the belief that sustainable practices are essential for long-term financial stability and success.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Triglav Skladi, d.o.o..
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Frequently asked questions
How is the simulated portfolio for Triglav Skladi, d.o.o. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Triglav Skladi, d.o.o.'s largest holding?
As of the latest filing, Triglav Skladi, d.o.o.'s top position is NVIDIA Corporation (NVDA), representing 14.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Triglav Skladi, d.o.o.'s historical performance and risk profile?
Our simulation indicates a total return of +16.9% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 2.62, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Triglav Skladi, d.o.o. primarily invest in?
Triglav Skladi, d.o.o. has a strong preference for the Semiconductors sector, which makes up 30.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Triglav Skladi, d.o.o.'s portfolio concentrated or diversified?
Triglav Skladi, d.o.o. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Triglav Skladi, d.o.o. performed in 2026?
Our AI-simulated model portfolio for Triglav Skladi, d.o.o. tracks a Year-to-Date (YTD) return of +12.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Benjamin Jošar manage Triglav Skladi, d.o.o. directly?
Yes, Benjamin Jošar serves as the key portfolio manager for Triglav Skladi, d.o.o., overseeing the investment strategy and final capital allocation decisions.