Home / Leaderboard / Anima SGR S.p.A.
Anima SGR S.p.A.
Saverio Perissinotto · Asset Manager · Multi-Strategy
Anima SGR S.p.A. is Italy's leading independent asset management firm, headquartered in Milan and operating as a key subsidiary of the Anima Holding Group. Founded in 1983 as Sogestim SpA, the company has grown through major mergers with Bipiemme Gestioni and Prima SGR to become a dominant player in the Italian financial market. Managing over €200 billion in assets, the institution provides a wide range of investment solutions, including mutual funds, pension funds, and institutional mandates. Recently integrated into the Banco BPM Group, Anima SGR focuses on delivering sustainable long-term returns through a robust multi-channel distribution network. The firm prioritizes research-driven decision-making and the integration of environmental, social, and governance (ESG) standards across its diverse product offerings for both retail and institutional clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.5% |
| YTD return | +16.4% |
| Sharpe ratio | 3.65 |
| Win rate | 53% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.animasgr.it |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.3% | +20.8% |
| ASML | ASML Holding NV ADR | 11.3% | +15.0% |
| AAPL | Apple Inc | 10.2% | +22.8% |
| MSFT | Microsoft Corporation | 8.4% | +0.1% |
| GOOGL | Alphabet Inc Class A | 7.8% | +34.1% |
| AMZN | Amazon.com Inc | 7.3% | +15.5% |
| NVS | Novartis AG ADR | 4.6% | +8.4% |
| AVGO | Broadcom Inc | 3.9% | +5.6% |
| IFNNY | Infineon Technologies AG ADR | 3.4% | 0.0% |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SA ADR | 3.2% | 0.0% |
| SCGLY | Societe Generale ADR | 3.1% | 0.0% |
| BBVA | Banco Bilbao Viscaya Argentaria SA ADR | 3.1% | +20.0% |
| UBS | UBS Group AG | 3.0% | +9.0% |
| V | Visa Inc. Class A | 2.8% | +13.9% |
| META | Meta Platforms Inc. | 2.7% | -11.5% |
| SAN | Banco Santander SA ADR | 2.7% | +39.1% |
| HSBC | HSBC Holdings PLC ADR | 2.6% | +12.3% |
| ASMIY | ASM International NV ADR | 2.6% | -0.0% |
| LLY | Eli Lilly and Company | 2.6% | -4.0% |
| MU | Micron Technology Inc | 2.5% | +16.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | SELL | AVGO | 3.7% → 3.9% |
| Aug 10, 2026 | BUY | SAN | 2.7% → 2.7% |
| Aug 10, 2026 | SELL | BBVA | 3.2% → 3.1% |
| Aug 10, 2026 | BUY | MSFT | 8.0% → 8.4% |
| Aug 10, 2026 | SELL | HSBC | 2.9% → 2.6% |
Investment Style Analysis
Anima SGR S.p.A. is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Semiconductor Equipment & Materials sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, Anima SGR S.p.A. made a significant move by reducing the position in AVGO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Anima SGR's investment philosophy is built on the fiduciary responsibility to generate sustainable, long-term value. The firm employs a multi-asset approach that integrates ESG assessments with traditional fundamental financial analysis to identify resilient issuers and manage portfolio risk. Its strategy utilizes a top-down thematic framework for stock selection combined with dynamic hedging and active asset allocation to optimize performance across market cycles. By maintaining a focus on high-conviction ideas and risk management, Anima SGR aims to provide competitive returns while prioritizing downside protection and long-term capital preservation for its investors.
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 Anima SGR S.p.A..
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M +6.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.2%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M +2.6%
Frequently asked questions
How is the simulated portfolio for Anima SGR S.p.A. 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 Anima SGR S.p.A.'s largest holding?
As of the latest filing, Anima SGR S.p.A.'s top position is NVIDIA Corporation (NVDA), representing 12.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Anima SGR S.p.A.'s historical performance and risk profile?
Our simulation indicates a total return of +23.5% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 3.65, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Anima SGR S.p.A. primarily invest in?
Anima SGR S.p.A. has a strong preference for the Semiconductors sector, which makes up 22.1% of their disclosed assets. The portfolio also has exposure to Semiconductor Equipment & Materials, indicating a specific thematic focus.
Is Anima SGR S.p.A.'s portfolio concentrated or diversified?
Anima SGR S.p.A. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Anima SGR S.p.A. performed in 2026?
Our AI-simulated model portfolio for Anima SGR S.p.A. tracks a Year-to-Date (YTD) return of +16.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Saverio Perissinotto manage Anima SGR S.p.A. directly?
Yes, Saverio Perissinotto serves as the key portfolio manager for Anima SGR S.p.A., overseeing the investment strategy and final capital allocation decisions.