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CTBC Securities Investment Trust Co., Ltd.
Ryan Hsieh · Asset Manager · Multi-Strategy
CTBC Securities Investment Trust Co., Ltd. (CTBC Investments), a subsidiary of CTBC Financial Holding Co., Ltd., is a premier asset management firm based in Taiwan. Established in 2013 following the acquisition of Truswell Securities Investment Trust, the company offers a diverse suite of financial products, including mutual funds, exchange-traded funds (ETFs), and discretionary mandates. As a significant player in the Taiwanese ETF market, it is recognized for its innovation in thematic investing and sustainable finance. By leveraging the extensive global reach and professional expertise of the CTBC Group, the firm provides clients with comprehensive investment solutions designed for long-term capital growth. CTBC Investments is committed to delivering excellence through a disciplined approach to risk management and a deep understanding of global market dynamics.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +71.5% |
| YTD return | +57.9% |
| Sharpe ratio | 3.92 |
| Win rate | 67% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ctbcinvestments.com.tw/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 55.0% | +21.9% |
| ASX | ASE Industrial Holding Co Ltd ADR | 6.3% | +68.0% |
| UMC | United Microelectronics | 5.1% | +56.8% |
| YAGOY | Yageo Corporation | 3.3% | +0.0% |
| NVDA | NVIDIA Corporation | 2.6% | +26.3% |
| AMAT | Applied Materials Inc | 2.6% | +52.0% |
| BABA | Alibaba Group Holding Ltd | 2.4% | -28.6% |
| LRCX | Lam Research Corp | 2.4% | +74.1% |
| KLAC | KLA-Tencor Corporation | 2.1% | -25.8% |
| ASML | ASML Holding NV ADR | 2.1% | +49.0% |
| AAPL | Apple Inc | 2.0% | +13.6% |
| GOOGL | Alphabet Inc Class A | 1.9% | +11.6% |
| MSFT | Microsoft Corporation | 1.8% | +25.8% |
| HNHPF | Hon Hai Precision Industry Co Ltd ADR | 1.8% | +0.0% |
| BASFY | BASF SE ADR | 1.8% | -0.0% |
| LIN | Linde plc Ordinary Shares | 1.8% | +1.8% |
| AIQUY | Air Liquide SA ADR | 1.7% | +9.1% |
| APD | Air Products and Chemicals Inc | 1.7% | +11.2% |
| AMZN | Amazon.com Inc | 1.6% | -4.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 1.8% → 1.8% |
| Aug 24, 2026 | SELL | BASFY | 1.7% → 1.8% |
| Aug 24, 2026 | SELL | GOOGL | 1.8% → 1.9% |
| Aug 24, 2026 | BUY | AMAT | 2.5% → 2.6% |
| Aug 24, 2026 | SELL | UMC | 5.1% → 5.1% |
Investment Style Analysis
CTBC Securities Investment Trust Co., Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.4B 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 24, CTBC Securities Investment Trust Co., Ltd. made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
CTBC Securities Investment Trust adheres to an investment philosophy that prioritizes professional integrity, innovation, and long-term value creation. By integrating the broad resources of the CTBC Financial Holding group, the firm focuses on developing product strategies that are responsive to customer needs and evolving market trends. Their strategy encompasses a wide range of asset classes, with a particular strength in thematic ETFs and diversified mutual funds. The firm emphasizes a disciplined investment process involving rigorous research and risk control, aiming to help investors navigate market volatility. Furthermore, CTBC Investments is dedicated to promoting financial inclusion and providing transparent, expert-led guidance to ensure the financial success of its diverse client base.
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 CTBC Securities Investment Trust Co., Ltd..
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Frequently asked questions
How is the simulated portfolio for CTBC Securities Investment Trust Co., Ltd. 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 CTBC Securities Investment Trust Co., Ltd.'s largest holding?
As of the latest filing, CTBC Securities Investment Trust Co., Ltd.'s top position is Taiwan Semiconductor Manufacturing (TSM), representing 55.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is CTBC Securities Investment Trust Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +71.5% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 3.92, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does CTBC Securities Investment Trust Co., Ltd. primarily invest in?
CTBC Securities Investment Trust Co., Ltd. has a strong preference for the Semiconductors sector, which makes up 69.0% of their disclosed assets. The portfolio also has exposure to Semiconductor Equipment & Materials, indicating a specific thematic focus.
Is CTBC Securities Investment Trust Co., Ltd.'s portfolio concentrated or diversified?
CTBC Securities Investment Trust Co., Ltd. runs a highly concentrated portfolio with 19 disclosed positions. The top 3 holdings alone account for 66.4% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has CTBC Securities Investment Trust Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for CTBC Securities Investment Trust Co., Ltd. tracks a Year-to-Date (YTD) return of +57.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ryan Hsieh manage CTBC Securities Investment Trust Co., Ltd. directly?
Yes, Ryan Hsieh serves as the key portfolio manager for CTBC Securities Investment Trust Co., Ltd., overseeing the investment strategy and final capital allocation decisions.