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Degroof Petercam Asset Management
Peter De Coensel · Asset Manager · Multi-Strategy
Degroof Petercam Asset Management (DPAM) is an independent, research-driven investment firm based in Brussels, Belgium. Founded in 1871 as part of the Degroof Petercam Group, the firm has established itself as a pioneer in sustainable and responsible investing, having integrated ESG criteria into its core processes since 2001. DPAM provides specialized active management solutions across various asset classes, including equities, fixed income, and multi-asset mandates, primarily serving institutional clients such as pension funds, insurance companies, and non-profits. Following its acquisition by Indosuez Wealth Management, a subsidiary of the Crédit Agricole group, DPAM continues to leverage its extensive in-house fundamental and quantitative research to deliver long-term performance and societal impact. The institution is recognized for its commitment to active ownership and its deep expertise in European and emerging markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.9% |
| YTD return | +11.5% |
| Sharpe ratio | 3.44 |
| Win rate | 51% |
| AUM | $8.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $8.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.dpaminvestments.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.7% | +17.0% |
| MSFT | Microsoft Corporation | 10.4% | +1.9% |
| GOOGL | Alphabet Inc Class A | 10.0% | +23.2% |
| ASML | ASML Holding NV ADR | 9.4% | +38.2% |
| AMZN | Amazon.com Inc | 8.0% | +7.7% |
| TSM | Taiwan Semiconductor Manufacturing | 7.0% | +15.8% |
| AAPL | Apple Inc | 6.5% | +25.4% |
| AVGO | Broadcom Inc | 4.8% | +0.8% |
| SAN | Banco Santander SA ADR | 4.8% | +31.0% |
| SAP | SAP SE ADR | 3.8% | -9.4% |
| JPM | JPMorgan Chase & Co | 3.0% | +13.4% |
| META | Meta Platforms Inc. | 2.5% | +2.6% |
| LLY | Eli Lilly and Company | 2.4% | +28.1% |
| AIQUY | Air Liquide SA ADR | 2.3% | +8.8% |
| AZN | AstraZeneca PLC | 2.3% | -9.4% |
| V | Visa Inc. Class A | 2.2% | +11.4% |
| SIEGY | Siemens AG ADR | 2.1% | 0.0% |
| IBDRY | Iberdrola SA | 2.0% | +0.0% |
| TTE | TotalEnergies SE ADR | 2.0% | +11.3% |
| MU | Micron Technology Inc | 1.8% | +8.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 10.9% → 10.0% |
| Aug 31, 2026 | BUY | V | 2.1% → 2.2% |
| Aug 31, 2026 | SELL | TTE | 2.0% → 2.0% |
| Aug 31, 2026 | SELL | PANW | 2.0% → 0.0% |
| Aug 31, 2026 | SELL | AIQUY | 2.3% → 2.3% |
Investment Style Analysis
Degroof Petercam Asset Management is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $8.6B 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 Aug 31, Degroof Petercam Asset Management made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
DPAM's investment philosophy is centered on active, sustainable, and research-driven management. The firm believes that in-depth, in-house research—both fundamental and quantitative—is the primary driver of alpha and long-term value creation. Sustainability is a core pillar of their strategy, with ESG factors fully integrated into the investment process to manage risks and identify opportunities aligned with global sustainable development goals. DPAM employs a disciplined and thorough approach to security selection and portfolio construction, emphasizing active ownership through engagement and voting to influence corporate behavior. Their strategy aims to balance financial performance with a commitment to acting as a responsible investor for the benefit of stakeholders and society at large.
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 Degroof Petercam Asset Management.
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Frequently asked questions
How is the simulated portfolio for Degroof Petercam Asset Management 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 Degroof Petercam Asset Management's largest holding?
As of the latest filing, Degroof Petercam Asset Management's top position is NVIDIA Corporation (NVDA), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Degroof Petercam Asset Management's historical performance and risk profile?
Our simulation indicates a total return of +16.9% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.44, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Degroof Petercam Asset Management primarily invest in?
Degroof Petercam Asset Management has a strong preference for the Semiconductors sector, which makes up 26.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Degroof Petercam Asset Management's portfolio concentrated or diversified?
Degroof Petercam Asset Management runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Degroof Petercam Asset Management performed in 2026?
Our AI-simulated model portfolio for Degroof Petercam Asset Management tracks a Year-to-Date (YTD) return of +11.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter De Coensel manage Degroof Petercam Asset Management directly?
Yes, Peter De Coensel serves as the key portfolio manager for Degroof Petercam Asset Management, overseeing the investment strategy and final capital allocation decisions.