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| SSA Swiss Advisors AG
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|---|---|
| CRD # | 161357 |
| SEC # | 801-74460 |
| CIK # | 0002066265 |
| AUM | 817.5 M (2026-03-24) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 41442066040 |
| Address | Uraniastrasse 34 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002066265 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 8.5 | ||
| Barrick Gold Corp | 7.0 | ||
| Applied Materials Inc /DE | 6.5 | ||
| Alphabet Inc | 6.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.3 | ||
| Nvidia Corp | 5.6 | ||
| Apple Inc | 5.1 | ||
| Amazon Com Inc | 4.5 | ||
| Lilly Eli & Co | 4.4 | ||
| Microsoft Corp | 4.2 | ||
| Merck & Co Inc | 4.0 | ||
| Rio Tinto PLC | 3.9 | ||
| Visa Inc | 3.7 | ||
| Oracle Corp | 3.7 | ||
| Qualcomm Inc/DE | 3.5 | ||
| Adobe Systems Inc | 3.4 | ||
| BlackRock Inc | 3.4 | ||
| Pfizer Inc | 3.2 | ||
| Nike Inc | 3.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 66.2 |
| (b) Individuals (high net worth individuals) | 32 | 277.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 466.8 |
| (n) Other | 0 | 6.9 |
| Total | 154 | 817.5 |
| By Discretionary | ||
| Discretionary | 121 | 550.9 |
| Non-Discretionary | 33 | 266.6 |
| Total | 154 | 817.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 342.5 | |
| United States Persons | 475.0 | |
| Total | 154 | 817.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066265] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 549300Z2E9WJRU2RKT44 |
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|---|---|---|
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