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LLB Asset Management AG
Markus Wiedemann · Asset Manager · Value
LLB Asset Management AG is the investment arm of the Liechtensteinische Landesbank (LLB) Group, the longest-established financial institution in the Principality of Liechtenstein, founded in 1861. As the largest asset manager in the country, the firm specializes in asset allocation and portfolio management for institutional and private clients. Its history in the investment business dates back to the 1970s, evolving into a dedicated subsidiary that supports the global LLB network. The firm focuses on delivering long-term added value through its signature "Value made in Liechtenstein" approach, combining traditional investment wisdom with modern systematic methods. It offers a broad spectrum of investment funds and customized mandates, emphasizing financial stability, sustainability, and rigorous risk management across its core markets in Liechtenstein, Switzerland, and Austria.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +8.6% |
| YTD return | +2.6% |
| Sharpe ratio | 3.42 |
| Win rate | 36% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.llb.li/en/asset-management |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SHEL | Shell PLC ADR | 16.2% | +23.7% |
| NVS | Novartis AG ADR | 12.7% | +3.4% |
| UL | Unilever PLC ADR | 11.3% | -4.4% |
| UBS | UBS Group AG | 7.1% | +20.2% |
| BTI | British American Tobacco p.l.c. | 6.7% | +5.6% |
| RIO | Rio Tinto ADR | 6.3% | +35.9% |
| ABBNY | ABB Ltd | 6.3% | +0.0% |
| CFRUY | Compagnie Financiere Richemont | 5.1% | 0.0% |
| ZURVY | Zurich Insurance Group Ltd | 4.6% | 0.0% |
| WSE | Wise Group plc Class A Ordinary Shares | 4.2% | -10.1% |
| HSBC | HSBC Holdings PLC ADR | 3.6% | +33.9% |
| SUNB | Sunbelt Rentals Holdings, Inc. | 2.8% | +11.4% |
| SSREY | Swiss Re Ltd | 2.5% | 0.0% |
| GSK | GlaxoSmithKline PLC ADR | 1.9% | +6.2% |
| ALC | Alcon AG | 1.6% | -12.3% |
| BP | BP PLC ADR | 1.6% | +19.7% |
| SDZNY | Sandoz Group AG | 1.5% | 0.0% |
| SXYAY | Sika AG ADR | 1.4% | 0.0% |
| DEO | Diageo PLC ADR | 1.4% | -11.1% |
| VOD | Vodafone Group PLC ADR | 1.3% | +14.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | BUY | ABBNY | 5.9% → 6.3% |
| Aug 10, 2026 | BUY | DEO | 0.0% → 1.4% |
| Aug 10, 2026 | SELL | UL | 14.2% → 11.3% |
| Aug 10, 2026 | SELL | ZURVY | 4.7% → 4.6% |
| Aug 10, 2026 | BUY | SUNB | 2.4% → 2.8% |
Investment Style Analysis
LLB Asset Management AG is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Integrated and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, LLB Asset Management AG made a significant move by increasing exposure to ABBNY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
LLB Asset Management AG follows a value-oriented investment philosophy focused on creating and maintaining sustainable long-term value. Their strategy integrates a systematic multi-factor approach for equity and bond selection, utilizing proprietary software to analyze both quantitative and qualitative market data. A cornerstone of their philosophy is the comprehensive integration of ESG (Environmental, Social, and Governance) criteria, which the firm views as an essential standard for risk-adjusted returns. They prioritize capital preservation and systematic risk management through broad diversification across asset classes and individual securities. Their active total return approach allows for significant deviations from strategic asset weightings during market volatility to protect client capital and capture counter-cyclical opportunities.
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 LLB Asset Management AG.
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Frequently asked questions
How is the simulated portfolio for LLB Asset Management AG 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 LLB Asset Management AG's largest holding?
As of the latest filing, LLB Asset Management AG's top position is Shell PLC ADR (SHEL), representing 16.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is LLB Asset Management AG's historical performance and risk profile?
Our simulation indicates a total return of +8.6% with a win rate of 36%. Notably, the portfolio maintains a Sharpe Ratio of 3.42, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does LLB Asset Management AG primarily invest in?
LLB Asset Management AG has a strong preference for the Oil & Gas Integrated sector, which makes up 17.8% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is LLB Asset Management AG's portfolio concentrated or diversified?
LLB Asset Management AG runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has LLB Asset Management AG performed in 2026?
Our AI-simulated model portfolio for LLB Asset Management AG tracks a Year-to-Date (YTD) return of +2.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Markus Wiedemann manage LLB Asset Management AG directly?
Yes, Markus Wiedemann serves as the key portfolio manager for LLB Asset Management AG, overseeing the investment strategy and final capital allocation decisions.