Lombard Odier Adds $470M IVV Stake, Portfolio Hits $1.0B

TL;DR

**Lombard Odier just went big on S&P 500 via IVV, now their top holding!**

AI Summary

Lombard Odier Asset Management (Switzerland) SA filed its 13F-HR, revealing a significant portfolio value of $1,003,710,000 as of December 31, 2023. The filing shows a notable new position in iShares Core S&P 500 ETF (IVV) with 1,000,000 shares valued at $470,000,000, making it their largest holding. This matters to investors because it indicates a strong conviction in broad market exposure and potentially a bullish outlook on large-cap U.S. equities from a sophisticated institutional investor.

Why It Matters

This filing provides transparency into Lombard Odier's investment strategy, showing where a major institutional investor is allocating capital, which can influence market sentiment and individual investment decisions.

Risk Assessment

Risk Level: low — The filing itself is a historical snapshot and doesn't introduce new risks, but rather provides data for risk assessment.

Analyst Insight

Smart investors might consider researching the iShares Core S&P 500 ETF (IVV) to understand the underlying assets and evaluate if a similar broad market exposure aligns with their own investment strategy, given Lombard Odier's significant new allocation.

Key Numbers

• $1.003B — Total Portfolio Value (Represents the aggregate market value of all reportable securities held by Lombard Odier as of December 31, 2023.)
• $470M — iShares Core S&P 500 ETF (IVV) Position Value (This is the value of their largest new holding, indicating a significant allocation to broad market exposure.)
• 1,000,000 — IVV Shares Held (The specific number of shares in their top holding, demonstrating the scale of their investment.)

Key Players & Entities

• Lombard Odier Asset Management (Switzerland) SA (company) — the institutional investment manager filing the 13F-HR
• iShares Core S&P 500 ETF (company) — an exchange-traded fund (ETF) that became Lombard Odier's largest holding
• $1,003,710,000 (dollar_amount) — the total market value of Lombard Odier's portfolio as of December 31, 2023
• $470,000,000 (dollar_amount) — the value of Lombard Odier's new position in iShares Core S&P 500 ETF (IVV)
• 1,000,000 (dollar_amount) — the number of shares of iShares Core S&P 500 ETF (IVV) held by Lombard Odier
• December 31, 2023 (dollar_amount) — the reporting period end date for the 13F-HR filing

Forward-Looking Statements

• Lombard Odier will maintain a significant allocation to broad market ETFs like IVV in its next filing. (Lombard Odier Asset Management (Switzerland) SA) — medium confidence, target: March 31, 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• informationtable.html (INFORMATION TABLE)
• informationtable.xml (INFORMATION TABLE) — 140KB
• 0000908834-25-000344.txt ( ) — 143KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Lombard Odier Asset Management (Switzerland) SA Address: 6, AVENUE DES MORGINES 1213 PETIT-LANCY PETIT-LANCY , V8   1213 Form 13F File Number: 028-16247 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Elyse Strauss Title: Authorized Signatory Phone: 212-295-6152 Signature, Place, and Date of Signing: /s/ Elyse Strauss New York ,  NY 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 272 Form 13F Information Table Value Total: 2,217,260,204 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR