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PanAgora Asset Management, Inc.
Bryan Belton · Asset Manager · Quant/Systematic
PanAgora Asset Management, Inc. is a Boston-based quantitative investment firm founded in 1989 by quantitative pioneer Richard A. Crowell. The firm specializes in systematic equity, multi-asset, and risk premia strategies, serving a global institutional investor base. PanAgora utilizes an advanced quantitative framework that incorporates fundamental insights and innovative research to capitalize on market inefficiencies across diverse market cycles. As an indirect subsidiary of Great-West Lifeco, the company maintains a collaborative, research-driven culture focused on delivering risk-adjusted returns through institutional-caliber investment solutions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.5% |
| YTD return | +13.2% |
| Sharpe ratio | 2.30 |
| Win rate | 62% |
| AUM | $15.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $15.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.panagora.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.5% | +20.8% |
| AAPL | Apple Inc | 15.4% | +30.5% |
| GOOGL | Alphabet Inc Class A | 12.0% | +38.6% |
| MSFT | Microsoft Corporation | 10.9% | -0.4% |
| AMZN | Amazon.com Inc | 6.6% | +13.8% |
| AVGO | Broadcom Inc | 4.9% | +5.9% |
| META | Meta Platforms Inc. | 4.2% | +4.5% |
| MU | Micron Technology Inc | 3.8% | +10.4% |
| AMD | Advanced Micro Devices Inc | 3.5% | +21.5% |
| LLY | Eli Lilly and Company | 2.9% | +22.6% |
| TSLA | Tesla Inc | 2.5% | -12.8% |
| BAC | Bank of America Corp | 2.3% | +1.7% |
| MA | Mastercard Inc | 2.0% | -2.5% |
| PM | Philip Morris International Inc | 2.0% | +18.0% |
| JNJ | Johnson & Johnson | 2.0% | +3.3% |
| GE | GE Aerospace | 2.0% | -2.7% |
| LRCX | Lam Research Corp | 1.8% | +76.7% |
| JPM | JPMorgan Chase & Co | 1.7% | +3.5% |
| MPC | Marathon Petroleum Corp | 1.6% | +4.8% |
| WMT | Walmart Inc. Common Stock | 1.5% | +3.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | TSLA | 2.4% → 2.5% |
| Sep 21, 2026 | BUY | JNJ | 2.0% → 2.0% |
| Sep 21, 2026 | SELL | GOOGL | 11.9% → 12.0% |
| Sep 21, 2026 | SELL | META | 3.6% → 4.2% |
| Sep 21, 2026 | SELL | NVDA | 16.7% → 16.5% |
Investment Style Analysis
PanAgora Asset Management, Inc. is widely recognized for employing a Quant/Systematic strategy. As of Sep 22, 2026, the firm oversees approximately $15.0B 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, PanAgora Asset Management, Inc. made a significant move by increasing exposure to TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
PanAgora's investment philosophy is centered on the belief that capital markets are not perfectly efficient, thus presenting opportunities for disciplined investors to exploit inefficiencies. The firm blends intuitive fundamental thinking with sophisticated quantitative techniques and cutting-edge financial theory to build robust portfolios. Their process is intentionally fluid and holistic, allowing for the integration of new technology and alternative data to adapt to changing market environments. By prioritizing rigorous risk management and efficient execution, PanAgora seeks to provide consistent relative and absolute returns across its diverse strategy offerings.
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 PanAgora Asset Management, Inc..
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Frequently asked questions
How is the simulated portfolio for PanAgora Asset Management, Inc. 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 PanAgora Asset Management, Inc.'s largest holding?
As of the latest filing, PanAgora Asset Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 16.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is PanAgora Asset Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +18.5% with a win rate of 62%. Notably, the portfolio maintains a Sharpe Ratio of 2.30, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does PanAgora Asset Management, Inc. primarily invest in?
PanAgora Asset Management, Inc. has a strong preference for the Semiconductors sector, which makes up 28.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is PanAgora Asset Management, Inc.'s portfolio concentrated or diversified?
PanAgora Asset Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has PanAgora Asset Management, Inc. performed in 2026?
Our AI-simulated model portfolio for PanAgora Asset Management, Inc. tracks a Year-to-Date (YTD) return of +13.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bryan Belton manage PanAgora Asset Management, Inc. directly?
Yes, Bryan Belton serves as the key portfolio manager for PanAgora Asset Management, Inc., overseeing the investment strategy and final capital allocation decisions.