Revenue distribution by industry:

1. Technology
2. Consumer goods
3. Healthcare

TOP 3 markets:

1. USA: 40%
2. Europe (excluding Belgium): 30%
3. Asia: 20%

Sofina Société Anonyme is a diversified investment company that invests in various industries. The focus is on technology, consumer goods, and healthcare. The USA is the largest market, followed by Europe and Asia, highlighting the company's global orientation. This distribution reflects the strategic decision to invest in high-growth regions and sectors.

Production Sites: No specific production sites, as Sofina mainly operates as an investment company.

Sofina Société Anonyme is a Belgian investment company that invests in various sectors and companies. It does not own its own production facilities, as its business model is based on managing and growing investments. Its investments span various industries such as consumer goods, digital transformation, healthcare, and education. Therefore, the production of products depends on the respective companies in which Sofina has invested.

Current Strategy: Diversification and Technology Focus (2025)

Sofina Société Anonyme pursues a strategy of diversification by investing in various sectors to spread risk and capitalize on new growth opportunities. A particular emphasis is placed on investments in technology companies and startups to benefit from innovations and digital trends.

The company also focuses on geographical expansion, especially in emerging markets, to take advantage of their growth potential. Through strategic partnerships and stakes in leading companies in these regions, Sofina strengthens its market presence.

Another aspect of the growth strategy is sustainable investment. Sofina values ESG criteria (Environmental, Social, and Governance) and invests in companies that promote sustainable practices to secure stable long-term returns.

Imported raw materials/materials: No specific raw materials

Countries of origin: Not applicable

Sofina Société Anonyme is a Belgian investment company that mainly invests in various sectors such as consumer goods, digital transformation, education, and healthcare. Since Sofina itself is not a manufacturing company, it does not import specific raw materials or materials. Instead, Sofina invests in companies that may import raw materials. The exact origin of the raw materials would therefore depend on the specific companies in which Sofina has invested.

Return on Equity (ROE): 7.5% (2024)
Assets under Management (AUM): 12 billion euros (2024)
Market Capitalization: 8.5 billion euros (2024)

Sofina Société Anonyme possesses a moderate competitive advantage, demonstrated by a solid Return on Equity of 7.5% in 2024. This indicates that the company is able to efficiently utilize its investments to generate profits.

With Assets under Management amounting to 12 billion euros, Sofina has a significant market presence, enabling it to benefit from economies of scale and identify attractive investment opportunities. The market capitalization of 8.5 billion euros underscores the stability and investor confidence in the company.

Sofina's competitive advantage is further strengthened by its strategic diversification across various sectors and geographic regions. This allows the company to minimize risks and capitalize on global growth opportunities.

Institutional Investor Share: approximately 60% (estimated for 2025)

Insider Purchases/Sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Sofina Société Anonyme is estimated to be around 60%. This reflects the interest of large investment funds and institutional investors who invest in the company to benefit from its long-term growth potential.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders have confidence in the current company strategy and market position. Such transactions are often seen as an indicator of the management's assessment of the company's value.

Market share of Sofina Société Anonyme: Estimated around 2-3% (2025)

Top competitors and their market shares:

1. Berkshire Hathaway: around 15%
2. BlackRock: around 12%
3. KKR & Co.: around 10%
4. The Carlyle Group: around 8%
5. Apollo Global Management: around 7%
6. TPG Capital: around 5%
7. Brookfield Asset Management: around 4%
8. CVC Capital Partners: around 3%
9. Sofina Société Anonyme: around 2-3%
10. EQT Partners: around 2%

Sofina Société Anonyme is a significant player in the investment company sector, albeit with a comparatively smaller market share compared to industry leaders. Sofina's market share is estimated to be around 2-3%, indicating a strong specialization and focus on specific markets and investments.

Sofina's moat lies in its ability to make long-term investments in high-growth companies, particularly in the technology and consumer goods sectors. In comparison to larger competitors like Berkshire Hathaway or BlackRock, which have more extensive resources and a broader portfolio, Sofina's moat is less pronounced.

Larger competitors often have a stronger moat due to their size and diversification, as they can spread risks better and benefit from economies of scale. However, Sofina can maintain a competitive advantage through its specialized expertise and targeted investment strategies in specific niche markets.

Revenue Growth: 8.5% (2024) Net Asset Growth: 10.2% (2024) Investment Portfolio Growth: 9.0% (2024)

Sofina Société Anonyme recorded solid revenue growth of 8.5% in 2024. This reflects the successful diversification and growth of its investment portfolio, which increased by 9.0%. The net asset growth of 10.2% shows that the company is able to effectively manage and increase its assets.

The company has focused on long-term investments in growth sectors such as technology and healthcare, which has contributed to a stable performance. The strategic focus on promising industries could continue to secure positive returns.

Overall, the financial stability and continuous growth of the investment portfolio suggest that Sofina Société Anonyme could be an attractive investment opportunity for investors interested in long-term capital gains.

Dividend yield: 1.8% (2024)
Dividend growth: 5% annually (average over the last 5 years)

Sofina Société Anonyme has been paying out a consistent dividend in recent years. The dividend yield of 1.8% in 2024 indicates that the company regularly returns profits to its shareholders.

The reliability of the payout is underscored by the average dividend growth of 5% per year over the last five years. This suggests that Sofina aims to continuously increase the dividend, indicating solid financial health and stable earning power.

Overall, Sofina appears as a reliable dividend payer, which can be attractive for investors seeking regular income.