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ATB Investment Management Inc.
Ian Filderman · Asset Manager · Multi-Strategy
Founded in 2002, ATB Investment Management Inc. (ATBIM) is a prominent Canadian investment firm and a wholly-owned subsidiary of ATB Financial, a major financial institution based in Alberta. Operating under the trade name ATB Wealth, the firm manages over $25 billion in assets for retail, private, and institutional clients. ATBIM provides sophisticated portfolio management and investment fund management services, most notably through its flagship Compass Portfolios and ATBIS Pools. The firm is recognized for its disciplined and structured approach to portfolio design, focusing on delivering long-term, risk-adjusted returns. By employing a sub-advised model, ATBIM partners with elite global investment managers to provide a diverse range of strategies across multiple asset classes, including equities, fixed income, and alternative investments.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +5.7% |
| YTD return | +2.7% |
| Sharpe ratio | 2.30 |
| Win rate | 47% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.atb.com/wealth/atb-investment-management/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 8.9% | +35.2% |
| GOOGL | Alphabet Inc Class A | 7.8% | +27.0% |
| AMZN | Amazon.com Inc | 7.4% | +5.4% |
| MSFT | Microsoft Corporation | 6.6% | +2.5% |
| WAT | Waters Corporation | 6.5% | +21.0% |
| APH | Amphenol Corporation | 5.9% | +20.8% |
| COR | Cencora Inc. | 5.8% | +1.0% |
| NVDA | NVIDIA Corporation | 5.4% | -7.1% |
| V | Visa Inc. Class A | 5.4% | +8.2% |
| SHEL | Shell PLC ADR | 4.3% | +7.7% |
| MA | Mastercard Inc | 4.3% | +11.2% |
| ICE | Intercontinental Exchange Inc | 4.0% | +0.3% |
| AJG | Arthur J Gallagher & Co | 3.8% | +16.2% |
| CME | CME Group Inc | 3.7% | +2.2% |
| ABT | Abbott Laboratories | 3.6% | -3.6% |
| MLM | Martin Marietta Materials Inc | 3.4% | -18.1% |
| AEP | American Electric Power Co Inc | 3.4% | -3.1% |
| BAESY | BAE Systems PLC | 3.3% | 0.0% |
| TXN | Texas Instruments Incorporated | 3.3% | +0.9% |
| CACI | CACI International Inc | 3.3% | +1.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | JPM | 3.0% → 0.0% |
| Sep 7, 2026 | SELL | PG | 3.0% → 0.0% |
| Sep 7, 2026 | BUY | MA | 3.8% → 4.3% |
| Sep 7, 2026 | SELL | MRSH | 3.6% → 0.0% |
| Sep 7, 2026 | SELL | TSM | 12.1% → 8.9% |
Investment Style Analysis
ATB Investment Management Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Credit Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, ATB Investment Management Inc. made a significant move by reducing the position in JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
ATB Investment Management follows a core investment philosophy rooted in the belief that long-term success is achieved through discipline, simplicity, and strategic asset allocation rather than market timing. The firm focuses on factors within its control, such as managing costs and maintaining a prudent risk-return profile through global diversification. Their strategy utilizes a multi-manager, sub-advised approach that blends active and passive investment expertise, allowing them to leverage specialized global talent while maintaining oversight of the total portfolio structure. ATBIM prioritizes investing in solid, well-managed companies and regularly rebalances portfolios to ensure resilience across various market cycles, aiming to provide predictable and consistent results for their investors over the long term.
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 ATB Investment Management Inc..
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Frequently asked questions
How is the simulated portfolio for ATB Investment 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 ATB Investment Management Inc.'s largest holding?
As of the latest filing, ATB Investment Management Inc.'s top position is Taiwan Semiconductor Manufacturing (TSM), representing 8.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is ATB Investment Management Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +5.7% with a win rate of 47%. 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 ATB Investment Management Inc. primarily invest in?
ATB Investment Management Inc. has a strong preference for the Semiconductors sector, which makes up 17.6% of their disclosed assets. The portfolio also has exposure to Credit Services, indicating a specific thematic focus.
Is ATB Investment Management Inc.'s portfolio concentrated or diversified?
ATB Investment Management Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has ATB Investment Management Inc. performed in 2026?
Our AI-simulated model portfolio for ATB Investment Management Inc. tracks a Year-to-Date (YTD) return of +2.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ian Filderman manage ATB Investment Management Inc. directly?
Yes, Ian Filderman serves as the key portfolio manager for ATB Investment Management Inc., overseeing the investment strategy and final capital allocation decisions.