Home / Leaderboard / Schoellerbank Invest Aktiengesellschaft
Schoellerbank Invest Aktiengesellschaft
Jörg Moshuber · Asset Manager · Multi-Strategy
Schoellerbank Invest Aktiengesellschaft is a specialized investment management firm and a wholly-owned subsidiary of Schoellerbank AG, one of Austria's oldest and most prestigious private banks within the UniCredit Group. Founded in 1994, the firm serves as the center of excellence for fund management, providing a range of mutual and institutional special funds. It is known for its focus on quality-driven investment processes and has been a pioneer in sustainable investing in Austria. Based in Salzburg, the company manages assets for private individuals, families, and institutional clients, emphasizing a long-term, risk-conscious approach to wealth preservation and growth. Through its access to the international network of UniCredit, it combines local expertise with global research capabilities.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +30.5% |
| YTD return | +19.6% |
| Sharpe ratio | 4.48 |
| Win rate | 45% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.schoellerbank.at/invest |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CSCO | Cisco Systems Inc | 7.5% | +38.8% |
| GOOGL | Alphabet Inc Class A | 6.7% | +22.9% |
| AAPL | Apple Inc | 6.1% | +15.5% |
| C | Citigroup Inc | 5.7% | 0.0% |
| QCOM | Qualcomm Incorporated | 5.5% | +14.1% |
| NEM | Newmont Goldcorp Corp | 5.4% | +20.7% |
| GLW | Corning Incorporated | 5.4% | +20.0% |
| GILD | Gilead Sciences Inc | 5.4% | +26.1% |
| BNY | BlackRock New York Municipal Income Trust | 5.3% | +8.6% |
| MSFT | Microsoft Corporation | 5.3% | +1.7% |
| ASML | ASML Holding NV ADR | 5.2% | +41.3% |
| JCI | Johnson Controls International PLC | 4.6% | +26.8% |
| XOM | Exxon Mobil Corp | 4.4% | 0.0% |
| BMY | Bristol-Myers Squibb Company | 4.1% | +23.7% |
| DIS | Walt Disney Company | 4.1% | 0.0% |
| NVDA | NVIDIA Corporation | 4.0% | 0.0% |
| SLB | Schlumberger NV | 4.0% | 0.0% |
| MDT | Medtronic PLC | 3.8% | -1.5% |
| BBY | Best Buy Co. Inc | 3.8% | 0.0% |
| PG | Procter & Gamble Company | 3.7% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | CI | 3.2% → 0.0% |
| Sep 21, 2026 | BUY | PG | 0.0% → 3.7% |
| Sep 21, 2026 | SELL | EA | 3.1% → 0.0% |
| Sep 21, 2026 | BUY | GOOGL | 5.8% → 6.7% |
| Sep 21, 2026 | BUY | BBY | 0.0% → 3.8% |
Investment Style Analysis
Schoellerbank Invest Aktiengesellschaft is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Schoellerbank Invest Aktiengesellschaft made a significant move by reducing the position in CI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's philosophy is encapsulated by the principle of investing, not speculating. Central to its strategy is the proprietary Schoellerbank Equity Rating, a rigorous selection process that evaluates securities based on specific quality criteria, including sustainable competitive advantages, solid balance sheets, and low economic sensitivity. The firm prioritizes capital preservation and sustainable performance, avoiding complex derivative structures in favor of transparent, fundamentally analyzed assets. This quality-focused methodology extends across its equity and investment-grade bond portfolios, aiming for consistent long-term results through disciplined risk management and strategic diversification.
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 Schoellerbank Invest Aktiengesellschaft.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -6.5%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.1%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.4%
Frequently asked questions
How is the simulated portfolio for Schoellerbank Invest Aktiengesellschaft 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 Schoellerbank Invest Aktiengesellschaft's largest holding?
As of the latest filing, Schoellerbank Invest Aktiengesellschaft's top position is Cisco Systems Inc (CSCO), representing 7.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Schoellerbank Invest Aktiengesellschaft's historical performance and risk profile?
Our simulation indicates a total return of +30.5% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of 4.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Schoellerbank Invest Aktiengesellschaft primarily invest in?
Schoellerbank Invest Aktiengesellschaft has a strong preference for the Drug Manufacturers - General sector, which makes up 9.5% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Schoellerbank Invest Aktiengesellschaft's portfolio concentrated or diversified?
Schoellerbank Invest Aktiengesellschaft runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 20.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Schoellerbank Invest Aktiengesellschaft performed in 2026?
Our AI-simulated model portfolio for Schoellerbank Invest Aktiengesellschaft tracks a Year-to-Date (YTD) return of +19.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jörg Moshuber manage Schoellerbank Invest Aktiengesellschaft directly?
Yes, Jörg Moshuber serves as the key portfolio manager for Schoellerbank Invest Aktiengesellschaft, overseeing the investment strategy and final capital allocation decisions.