KCS
Kepler Cheuvreux (Suisse) SA Portfolio
Invests via Kepler Cheuvreux (Suisse) SA | Managed by Kepler Cheuvreux (Suisse) SA (operating as Kepler Unigestion)
Invests via Kepler Cheuvreux (Suisse) SA
Managed by Kepler Cheuvreux (Suisse) SA (operating as Kepler Unigestion)
Automatically Tracked
Company Profile
Pan-European independent institutional broker and research house focused on execution, equity research, corporate access and capital markets services for asset managers and corporates. Kepler Cheuvreux (Suisse) SA is the Swiss arm of the Kepler Cheuvreux group, offering execution, sales, fixed income coverage, portfolio advisory, prime services and bespoke corporate advisory. Regulated in Switzerland, it serves as a distribution and research monetization hub connecting mid-market issuers with institutional investors across EMEA.
Pan-European independent institutional broker and research house focused on execution, equity research, corporate access and capital markets services for asset managers and corporates. Kepler Cheuvreux (Suisse) SA is the Swiss arm of the Kepler Cheuvreux group, offering execution, sales, fixed income coverage, portfolio advisory, prime services and bespoke corporate advisory. Regulated in Switzerland, it serves as a distribution and research monetization hub connecting mid-market issuers with institutional investors across EMEA.
Investment Philosophy & Strategy
Operates a research‑driven distribution and execution platform that prioritizes actionable equity and fixed‑income insights for institutional clients across EMEA. Investment philosophy centers on monetizing differentiated research and corporate access to surface mid‑market alpha, while using disciplined execution and prime services to manage trade and counterparty risk. Capital and resource allocation favors scalable, client‑facing offerings—sales, corporate advisory, portfolio advisory and electronic execution—over balance‑sheet risk. Strategy emphasizes long‑term client relationships, sector specialist coverage, selective underwriting and growth through regional distribution, product diversification and recurring fee streams.
Operates a research‑driven distribution and execution platform that prioritizes actionable equity and fixed‑income insights for institutional clients across EMEA. Investment philosophy centers on monetizing differentiated research and corporate access to surface mid‑market alpha, while using disciplined execution and prime services to manage trade and counterparty risk. Capital and resource allocation favors scalable, client‑facing offerings—sales, corporate advisory, portfolio advisory and electronic execution—over balance‑sheet risk. Strategy emphasizes long‑term client relationships, sector specialist coverage, selective underwriting and growth through regional distribution, product diversification and recurring fee streams.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.99%
Gain
Monthly
-0.1%
Yearly
-0.99%
Drawdown
13.5%
$1.72B
Equity
Holdings
$1.72B
Investment
$1.49B
$216.16M
Profit -$7.2M
Realized
-$17.97M
Unrealized
$234.12M
Dividends
$21.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$7.2M
Win %
63%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$10.46M
Win %
63%
This Month
Compared to last month
Gain
-0.95%
Profit
-$16.44M
Win %
63%
This Year
Compared to last year
Gain
18.29%
Profit
$266.16M
Win %
58%
BKNG Booking Holdings Inc.
+4.55%
+$1.18M 
CTAS Cintas Corporation
+4.36%
+$103,426.56 
AAPL Apple Inc.
+4.01%
+$2.03M 
CRBG Corebridge Financial Inc.
+3.88%
+$54,450.83 
GOOGL Alphabet Inc
+3.17%
+$1.6M 
META Meta Platforms Inc Class A
+3.07%
+$1.44M 
MSFT Microsoft Corp.
+2.78%
+$1.25M 
ISRG Intuitive Surgical, Inc.
+2.5%
+$12,055.31 
PFE Pfizer Inc.
+2.35%
+$396,759.33 
MRK Merck & Co., Inc.
+2.34%
+$250,661.59 
SLF Sun Life Financial Inc.
+2.16%
+$293,019.2 
MCO Moody's Corporation
+1.97%
+$77,528.56 
GE General Electric Company
+1.87%
+$395,498.06 
HOOD Robinhood Markets, Inc.
+1.84%
+$17,777.54 
RF Regions Financial Corporation
+1.81%
+$20,989.92 
FOX Fox Corporation Class B Common Stock
+1.8%
+$63,333.29 
F Ford Motor Company
+1.72%
+$19,319.52 
CSL Carlisle Companies Inc.
+1.7%
+$8,331.74 
AMP Ameriprise Financial, Inc.
+1.67%
+$60,230.66 
BAC Bank of America Corporation
+1.6%
+$31,259.22 
FITB Fifth Third Bancorp
+1.56%
+$16,995.46 
ADSK Autodesk, Inc.
+1.49%
+$83,216.7 
AVGO Broadcom Inc.
+1.33%
+$379,199.55 
SPGI S&P Global Inc.
+1.28%
+$7,573.5 
DASH DoorDash, Inc.
+1.26%
+$10,420.93 
C Citigroup Inc.
+1.22%
+$9,023.4 
BSX Boston Scientific Corporation
+0.96%
+$7,014.69 
HWM Howmet Aerospace Inc.
+0.89%
+$18,233.52 
VZ Verizon Communications Inc.
+0.85%
+$12,398.76 
CME CME Group Inc.
+0.64%
+$82,250.73 
SYF Synchrony Financial
+0.49%
+$6,774.84 
TJX The TJX Companies, Inc.
+0.42%
+$140,314.23 
ADP Automatic Data Processing Inc.
+0.42%
+$121,190.83 
CTSH Cognizant Technology Solutions Corporation
+0.35%
+$2,698.22 
NVDA NVIDIA Corporation
+0.33%
+$189,875 
SPG Simon Property Group, Inc.
+0.33%
+$70,202.64 
TMUS T-Mobile US, Inc.
+0.26%
+$15,661.87 
DRI Darden Restaurants, Inc.
+0.16%
+$1,180.12 
EMR Emerson Electric Co.
+0.12%
+$3,886.82 
KDP Keurig Dr Pepper Inc.
+0.07%
+$4,065.48 
ABT Abbott Laboratories
0%
$0 
ACM Aecom
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
AER AerCap Holdings N.V.
0%
$0 
ALL Allstate Corporation
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
AME Ametek Inc.
0%
-$0.15 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.26 
AVY Avery Dennison Corporation
0%
$0 
AXP American Express Company
0%
$0 
BAP Credicorp Ltd.
0%
+$0.63 
BMO Bank of Montreal
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.92 
CCEP Coca-Cola Europacific Partners PLC
0%
$0 
CDW CDW Corporation
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
COR Cencora, Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EFX Equifax Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQH Equitable Holdings, Inc.
0%
$0 
ESS Essex Property Trust, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
FAST Fastenal Co.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
+$0.01 
FLEX Flex Ltd.
0%
-$0.75 
FOXA Fox Corporation
0%
$0 
GGG Graco Inc.
0%
$0 
GIB CGI Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
-$0.01 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JBL Jabil Inc.
0%
-$0.15 
JCI Johnson Controls International plc
0%
-$0.14 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
-$1.43 
LVS Las Vegas Sands Corp.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MTD Mettler-Toledo International Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NDSN Nordson Corporation
0%
+$0.12 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
PAYX Paychex Inc.
0%
$0 
PDD PDD Holdings Inc. American Depositary Shares
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PKG Packaging Corporation of America
0%
+$0.04 
PNR Pentair plc
0%
$0 
PPG PPG Industries Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RSG Republic Services, Inc.
0%
+$0.11 
RY Royal Bank of Canada
0%
+$1.25 
SHW The Sherwin-Williams Company
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TEL TE Connectivity plc
0%
$0 
TER Teradyne, Inc.
0%
-$0.02 
TPR Tapestry Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TT Trane Technologies plc
0%
$0 
UDR UDR Inc.
0%
$0 
VRSN Verisign Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
WAB Wabtec Corporation
0%
$0 
WDC Western Digital Corporation
0%
$0 
WMT Walmart Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ZS Zscaler Inc.
0%
+$0.02 
PGR Progressive Corporation
-9.43%
-$1.65M 
NTAP NetApp, Inc.
-7.13%
-$2.18M 
CIEN Ciena Corporation
-6.37%
-$101,637.86 
ANET Arista Networks, Inc.
-5.83%
-$115,446.11 
STX Seagate Technology Holdings plc
-5.69%
-$217,943.58 
CINF Cincinnati Financial Corporation
-4.22%
-$44,961.59 
ORLY O'Reilly Automotive Inc.
-3.52%
-$49,808.86 
ACGL Arch Capital Group Ltd
-2.94%
-$59,486.05 
HIG The Hartford Insurance Group, Inc.
-2.64%
-$315,479.59 
EXC Exelon Corporation
-2.52%
-$124,944.3 
FFIV F5 Inc.
-2.27%
-$223,408.03 
TRV The Travelers Companies, Inc.
-2.27%
-$63,389 
ATO Atmos Energy Corporation
-1.95%
-$146,607.5 
LIN Linde plc
-1.61%
-$403,146.93 
MSI Motorola Solutions, Inc.
-1.58%
-$48,067.26 
MCD McDonald's Corporation
-1.48%
-$31,696.56 
CMI Cummins Inc.
-1.39%
-$90,128.79 
CSX CSX Corporation
-0.98%
-$6,787.97 
INTU Intuit Inc.
-0.97%
-$60,234.5 
MCK McKesson Corporation
-0.87%
-$17,999.28 
APH Amphenol Corporation
-0.84%
-$102,388.72 
KO The Coca-Cola Company
-0.76%
-$293,516.67 
ALLE Allegion plc
-0.51%
-$47,864.61 
IQV IQVIA Holdings Inc.
-0.49%
-$5,838.48 
TSLA Tesla, Inc.
-0.43%
-$22,709.03 
ITW Illinois Tool Works Inc.
-0.32%
-$3,931.53 
ABBV AbbVie Inc.
-0.27%
-$88,787.06 
FTV Fortive Corporation
-0.26%
-$1,609.76 
V Visa Inc. Class A
-0.25%
-$113,240.5 
PEP PepsiCo, Inc.
-0.04%
-$1,264.7 
MNST Monster Beverage Corporation
-0.01%
-$211.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 441 | Longs Won 221/441 50% | Profit Factor 2.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3M |
| Average Win $1.53M | Best Trade (Jul 16) $34.45M | Sharpe Ratio -9.59 |
| Average Loss -$553,273.83 | Worst Trade (Jul 16) -$14.3M | Z-Score 1.14 (74.75%) |
| Commissions $0 | Avg. Trade Length 5m 3w 2d | Expectancy $490,151.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 3,115 | 2,804 | 2,492 | 2,181 | 1,869 | 1,558 | 1,246 | 935 | 623 | 312 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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