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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Szymon Ożóg · Pension Fund · Multi-Strategy
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. (NN PTE) is a leading Polish pension fund management company and a subsidiary of the international NN Group. Established in 1998, the firm manages several major retirement vehicles in Poland, including the Open Pension Fund (OFE), the Voluntary Pension Fund (DFE), and various Employee Capital Plans (PPK). NN PTE is a market leader in terms of assets under management and the number of participants, serving millions of Polish citizens. The institution focus is on providing long-term financial security through professional asset management and a disciplined investment approach. Historically part of the ING Group before rebranding to Nationale-Nederlanden, the company has played a pivotal role in the evolution of the Polish pension system, maintaining a commitment to transparency, customer engagement, and sustainable financial growth for its members.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.1% |
| YTD return | +13.7% |
| Sharpe ratio | 3.48 |
| Win rate | 52% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.nn.pl |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BKZHY | Santander Bank Polska S.A | 18.0% | 0.0% |
| LPPSY | LPP SA | 17.6% | 0.0% |
| PZAKY | Powszechny Zaklad Ubezpieczen SA | 15.4% | 0.0% |
| DNOPY | Dino Polska S.A | 9.9% | 0.0% |
| PGPKY | Pge Polska Energ Unsp/Adr | 7.2% | 0.0% |
| GOOGL | Alphabet Inc Class A | 4.2% | +42.8% |
| ABVX | Abivax SA American Depositary Shares | 3.8% | +27.5% |
| WDC | Western Digital Corporation | 3.4% | +238.2% |
| INTC | Intel Corporation | 2.7% | +202.2% |
| NVDA | NVIDIA Corporation | 2.6% | +18.7% |
| AXSM | Axsome Therapeutics Inc | 2.5% | +75.2% |
| CYTK | Cytokinetics Inc | 2.3% | +23.2% |
| VRT | Vertiv Holdings Co | 2.2% | +54.4% |
| CRWD | Crowdstrike Holdings Inc | 1.7% | +90.1% |
| AMZN | Amazon.com Inc | 1.6% | +15.0% |
| AVGO | Broadcom Inc | 1.4% | +7.5% |
| META | Meta Platforms Inc. | 1.4% | -7.1% |
| SNOW | Snowflake Inc. | 1.1% | +44.2% |
| RBLX | Roblox Corp | 0.9% | -64.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | TNPGY | 0.0% → 4.9% |
| Aug 17, 2026 | SELL | WDC | 3.4% → 0.0% |
| Aug 17, 2026 | BUY | MSFT | 0.0% → 6.0% |
| Aug 17, 2026 | SELL | META | 1.4% → 0.0% |
| Aug 17, 2026 | BUY | AMD | 0.0% → 2.5% |
Investment Style Analysis
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Other and Apparel Manufacturing sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. made a significant move by increasing exposure to TNPGY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of Nationale-Nederlanden PTE is centered on achieving consistent long-term capital growth while prioritizing the security of its members' retirement savings. The firm employs a diversified investment strategy, allocating assets across a wide range of instruments including equities, sovereign bonds, and corporate debt. A core tenet of its strategy is the active integration of environmental, social, and governance (ESG) factors into the investment decision-making process to mitigate systemic risks and identify sustainable value drivers. By combining fundamental market analysis with rigorous risk management protocols, the institution aims to navigate market volatility and deliver resilient returns that meet the long-term retirement objectives of its participants.
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 Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A..
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Frequently asked questions
How is the simulated portfolio for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.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 Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s largest holding?
As of the latest filing, Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s top position is Santander Bank Polska S.A (BKZHY), representing 18.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s historical performance and risk profile?
Our simulation indicates a total return of +16.1% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 3.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. primarily invest in?
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. has a strong preference for the Other sector, which makes up 18.0% of their disclosed assets. The portfolio also has exposure to Apparel Manufacturing, indicating a specific thematic focus.
Is Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s portfolio concentrated or diversified?
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. runs a highly concentrated portfolio with 19 disclosed positions. The top 3 holdings alone account for 51.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. performed in 2026?
Our AI-simulated model portfolio for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. tracks a Year-to-Date (YTD) return of +13.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Szymon Ożóg manage Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. directly?
Yes, Szymon Ożóg serves as the key portfolio manager for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A., overseeing the investment strategy and final capital allocation decisions.