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Oddo BHF Trust GmbH
Jan Viebig · Asset Manager · Multi-Strategy
ODDO BHF Trust GmbH is a German asset management firm and a key subsidiary of the ODDO BHF Group, an independent European financial services institution with a history dating back to 1849. Headquartered in Frankfurt, the firm provides tailored portfolio management and investment advisory services to institutional investors, foundations, and high-net-worth families. It is particularly renowned for managing the Polaris fund range, which focuses on high-conviction, multi-asset strategies. Following the merger of France's Oddo & Cie and Germany's BHF-BANK, the firm leverages deep Franco-German expertise to deliver high-quality investment solutions. The institution emphasizes a stable, long-term approach to wealth management, combining rigorous fundamental research with active risk management across global equity and fixed-income markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.2% |
| YTD return | +11.2% |
| Sharpe ratio | 3.32 |
| Win rate | 51% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.oddo-bhf.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 12.9% | +49.0% |
| NVDA | NVIDIA Corporation | 6.7% | +15.1% |
| GOOGL | Alphabet Inc Class A | 6.4% | +35.2% |
| MSFT | Microsoft Corporation | 5.8% | +5.8% |
| TMO | Thermo Fisher Scientific Inc | 5.6% | +26.5% |
| AVGO | Broadcom Inc | 5.3% | +8.1% |
| APH | Amphenol Corporation | 5.2% | +26.5% |
| AMZN | Amazon.com Inc | 4.9% | +17.5% |
| V | Visa Inc. Class A | 4.8% | +9.0% |
| AAPL | Apple Inc | 4.6% | +2.6% |
| UL | Unilever PLC ADR | 4.3% | -6.9% |
| DE | Deere & Company | 4.3% | +41.0% |
| ZURVY | Zurich Insurance Group Ltd | 4.1% | 0.0% |
| AXAHY | Axa SA ADR | 4.1% | -0.0% |
| ASMIY | ASM International NV ADR | 4.0% | 0.0% |
| RIO | Rio Tinto ADR | 3.6% | +6.9% |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SA ADR | 3.5% | -0.0% |
| CMPGY | Compass Group PLC ADR | 3.4% | -0.0% |
| DHR | Danaher Corporation | 3.3% | +23.8% |
| CHD | Church & Dwight Company Inc | 3.1% | +0.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | SELL | APH | 6.9% → 5.2% |
| Jul 20, 2026 | SELL | LVMUY | 4.5% → 3.5% |
| Jul 20, 2026 | BUY | AXAHY | 3.9% → 4.1% |
| Jul 20, 2026 | SELL | V | 5.1% → 4.8% |
| Jul 20, 2026 | SELL | ZURVY | 4.2% → 4.1% |
Investment Style Analysis
Oddo BHF Trust GmbH is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Diagnostics & Research sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Oddo BHF Trust GmbH made a significant move by reducing the position in APH. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of ODDO BHF Trust GmbH is anchored in a high-conviction 'Quality' approach focused on long-term value creation. The firm seeks to identify companies with sustainable business models, strong pricing power, and robust fundamentals that can generate consistent performance across market cycles. This philosophy is implemented through a combination of bottom-up stock selection and top-down macroeconomic analysis, with a specific focus on structural growth themes such as digitalization and demographic shifts. Risk management and diversification are core components of their strategy, especially within their flagship multi-asset portfolios. Furthermore, the firm integrates ESG criteria into its investment process, aiming to balance financial returns with sustainable and responsible investment practices.
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 Oddo BHF Trust GmbH.
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Frequently asked questions
How is the simulated portfolio for Oddo BHF Trust GmbH 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 Oddo BHF Trust GmbH's largest holding?
As of the latest filing, Oddo BHF Trust GmbH's top position is Taiwan Semiconductor Manufacturing (TSM), representing 12.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Oddo BHF Trust GmbH's historical performance and risk profile?
Our simulation indicates a total return of +18.2% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.32, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Oddo BHF Trust GmbH primarily invest in?
Oddo BHF Trust GmbH has a strong preference for the Semiconductors sector, which makes up 24.9% of their disclosed assets. The portfolio also has exposure to Diagnostics & Research, indicating a specific thematic focus.
Is Oddo BHF Trust GmbH's portfolio concentrated or diversified?
Oddo BHF Trust GmbH runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Oddo BHF Trust GmbH performed in 2026?
Our AI-simulated model portfolio for Oddo BHF Trust GmbH tracks a Year-to-Date (YTD) return of +11.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jan Viebig manage Oddo BHF Trust GmbH directly?
Yes, Jan Viebig serves as the key portfolio manager for Oddo BHF Trust GmbH, overseeing the investment strategy and final capital allocation decisions.