Triglav Skladi
Slovenian asset manager operating 12 mutual funds with approximately EUR 3 billion AUM for around 110,000 retail investors, distributed via mobile app, website, and advisory offices under Triglav Group ownership.
- Company typePrivate
- Founded1994
- HeadquartersLjubljana, Slovenia
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Triglav Skladi does
Triglav Skladi d.o.o. (commercially branded as Triglav Investments) is a Slovenia-based asset management firm founded in 1994 and operating as a subsidiary of Skupina Triglav (Triglav Group), the largest insurance and financial services conglomerate in Slovenia and the Adriatic region. The firm manages approximately EUR 3 billion in assets under management across 12 mutual funds (vzajemni skladi) covering European, North American, global developed, and emerging market equities, bond strategies, money market, actively managed mixed allocation, and thematic strategies including future technologies, health and wellness, and environmental perspectives. It serves roughly 110,000 retail investors through a horizontal retail segment model, with no disclosed institutional clients.
The core product platform combines 12 mutual funds with a mobile application (iOS and Android) branded under the Triglav Investments / TS Mobile App / Moje investicije names, a web-based investor calculator, and a structured monthly savings plan (Načrt varčevanja). The mobile application supports zero entry-cost investing via promotional code VEST and provides real-time portfolio access. Distribution combines digital self-service with physical office consultations in Ljubljana and complimentary advisory sessions with investment experts. Supporting marketing infrastructure includes an email newsletter, educational content hub, a Financial Pulse (Finančni utrip) publication, and active presence on Facebook, LinkedIn, YouTube, Instagram, and TikTok (@keskompas).
Revenue is generated primarily through recurring management fees on the EUR 3 billion AUM base, supplemented by individual asset management services offering personalized portfolio strategies. Pricing for retail investors is structured as a freemium model with waived entry costs under the VEST promotion and standard monthly or one-time investment options. The firm is privately held with no external venture or private equity investors disclosed and operates exclusively within the Slovenian domestic market, with broader Southeastern European ambitions implied through its Triglav Group parent. Compliance posture includes UN Principles for Responsible Investment (PRI) signatory status, supporting ESG-integrated product positioning.
Triglav Skladi firmographics
Firmographics- Name
- Triglav Skladi
- Legal name
- Triglav Investments
- Website
- https://triglavskladi.si
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Slovenian asset manager operating 12 mutual funds with approximately EUR 3 billion AUM for around 110,000 retail investors, distributed via mobile app, website, and advisory offices under Triglav Group ownership.
- Ownership category
- akta.pro rank
Triglav Skladi industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industry
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Triglav Skladi is headquartered
LocationHeadquarters
- HQ city
- Ljubljana
- HQ country
- Slovenia
- HQ region
- Europe
Offices1 record
Markets served
Triglav Skladi business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Mutual Fund Management Fees: Revenue generated from managing 12 mutual funds with assets under management of 3 billion EUR. Charges management fees on assets under administration.
- Individual Asset Management: Individual wealth management services with personalized investment strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Mutual fund investments via mobile app - no entry costs |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Triglav Skladi product offering
Product offeringCore offering
Triglav Skladi (Triglav Investments) is a Slovenian asset management firm that manages 12 mutual funds spanning equity, bond, money market, emerging markets, and thematic/ESG strategies, collectively holding approximately 3 billion EUR in assets under management for around 110,000 investors. The company complements its mutual fund lineup with individual portfolio (wealth) management services, a systematic monthly savings plan (Načrt varčevanja), a self-directed mobile application with no entry costs, and an online investor calculator. The firm is a subsidiary of Skupina Triglav, Slovenia's largest insurance and financial services group.
Product overview
Triglav Investments operates as a comprehensive investment management platform offering 12 mutual funds (vzajemni skladi) covering diverse asset classes and geographic regions. The product portfolio includes equity funds (Triglav Evropa, Triglav Severna Amerika, Triglav Top Brands, Triglav Tehnologije prihodnosti, Triglav Zdravje in dobro počutje), bond funds (Triglav Obvezniški), mixed funds (Triglav Svetovni razviti trgi, Triglav Aktivni), emerging markets (Triglav Trgi v razvoju), environmental/sustainability (Triglav Okoljska perspektiva), and money market funds (Triglav Sklad denarnega trga EUR). The platform is complemented by a mobile application, investment calculator tool, and individual wealth management services. The company manages approximately 3 billion EUR in assets for over 110,000 investors with 30+ years of experience.
Differentiator
Problem solved
Functional benefit
Brands
- Triglav Renta: Bond-focused mutual fund with 1-year return of +11.33% and 5-year return of +21.55%
- Triglav Obvezniški
- Triglav Severna Amerika
- Triglav Trgi v razvoju
- Triglav Svetovni razviti trgi
- Triglav Zdravje in dobro počutje
- Triglav Sklad denarnega trga EUR
- Triglav Top Brands
- Triglav Evropa
- Triglav Okoljska perspektiva
- Triglav Tehnologije prihodnosti
- Triglav Aktivni
- Moje investicije
- TS Mobile App
Products and services
- Triglav Renta Bond-focused mutual fund in the Triglav portfolio, reported with 1-year return of +11.33% and 5-year return of +21.55%.
- Triglav Obvezniški Bond mutual fund in the Triglav mutual fund portfolio offering fixed-income exposure.
- Triglav Severna Amerika North American markets equity mutual fund, with 1-year return of +28.16% and 5-year return of +94.26%.
- Triglav Trgi v razvoju Emerging markets equity mutual fund, with 1-year return of +47.95% and 5-year return of +19.56%.
- Triglav Svetovni razviti trgi Global developed markets equity mutual fund, with 1-year return of +19.31% and 5-year return of +46.61%.
- Triglav Zdravje in dobro počutje Thematic mutual fund focused on the health and wellness sector, with 1-year return of +17.53% and 5-year return of +23.17%.
- Triglav Sklad denarnega trga EUR Euro money market mutual fund offering low-risk stable returns, with 1-year return of +1.61% and 5-year return of +7.34%.
- Triglav Top Brands Equity mutual fund investing in top global brands, with 1-year return of +37.42% and 5-year return of +104.26%.
- Triglav Evropa European equities mutual fund, with 1-year return of +22.13% and 5-year return of +44.97%.
- Triglav Okoljska perspektiva Environmental/sustainability themed mutual fund, with 1-year return of +49.92% and 5-year return of +55.32%.
- Triglav Tehnologije prihodnosti Future technologies themed equity mutual fund, with 1-year return of +44.24% and 5-year return of +103.30%.
- Triglav Aktivni Actively managed mutual fund with dynamic allocation strategy, with 1-year return of +17.50% and 5-year return of +26.80%.
- Načrt varčevanja z investiranjem (Investment Savings Plan) Systematic savings plan enabling regular monthly investments toward financial goals, available alongside one-time lump-sum contributions.
- Individualno upravljanje premoženja (Individual Asset Management) Individual wealth management service providing personalized portfolio management and tailored investment strategies for individual clients.
- Triglav Investments Mobile Application Mobile application (iOS and Android) enabling self-directed investing across 12 mutual funds with no entry costs using promotional code VEST, offering real-time portfolio access, fund prices, and one-time or monthly investment options.
Quantifiable outcome
- Triglav Renta: +11.33% (1 year), +21.55% (5 years); Triglav Top Brands: +37.42% (1 year), +104.26% (5 years); Triglav Tehnologije prihodnosti: +44.24% (1 year), +103.30% (5 years)
Companies that use Triglav Skladi
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
Triglav Skladi technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Triglav Skladi partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Triglav Group (Skupina Triglav)coreTriglav Investments is an integral part of Triglav Group, Slovenia's largest insurance and financial services conglomerate. The partnership provides brand strength, distribution synergies, and institutional backing spanning 30+ years of operations.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Triglav Skladi competitors and assessment
Company assessmentBroad incumbents
- Amundi: Europe's largest asset manager with broad active and passive retail fund lineup across multiple jurisdictions. A scaled incumbent whose European retail products increasingly reach Slovenian investors via digital channels, creating competitive pressure on Triglav's product shelf.
- DWS Group: Major European asset manager (Deutsche Bank group) with active mutual funds, ETF (Xtrackers), and ESG strategies. Comparable active-product positioning to Triglav at much larger AUM scale, competing for the same European retail investor mandates.
- Allianz Global Investors: Global asset manager owned by Allianz insurance group, offering European retail mutual funds including ESG products. Mirrors Triglav's insurance-parent integration model but at vastly larger scale and broader geographic footprint.
- BlackRock: Global asset manager and iShares parent whose low-cost ETFs increasingly reach Slovenian retail investors online. Defines the passive-fee benchmark against which Triglav's active mutual fund fees must be defended.
- Invesco: Global investment manager with active mutual funds and ETFs distributed across European retail channels. Comparable mid-to-large retail asset-manager footprint with similar product breadth (equity, fixed income, thematic, ESG) to Triglav's 12-fund lineup.
Direct peers
- NLB Skladi: Slovenian mutual fund manager owned by NLB banking group. Competes head-to-head with Triglav Investments for Slovenian retail AUM via a similar lineup of active mutual funds and individual wealth-management services, making it the closest local peer.
- Sava Infond: Domestic Slovenian asset manager offering mutual funds and individual portfolio management to Slovenian retail investors; directly comparable product mix, distribution model (advisor + web), and customer base to Triglav Investments.
- Erste Asset Management: Austrian bank-group asset manager with deep CEE retail mutual fund franchise across Austria, Czechia, Slovakia, Hungary, Croatia and Romania. Overlaps with Triglav in SEE distribution, multi-fund retail lineup, and bank-affiliated growth model.
- Raiffeisen Capital Management: CEE-focused asset manager within the Raiffeisen Bank International group distributing active mutual funds across Austria and Central/Southeast Europe; competes for the same cross-border retail investor pools Triglav serves out of Slovenia.
- Generali Investments: Insurance-group-integrated European asset manager (Generali Group) operating in CEE/Slovenia with a multi-fund retail lineup and ESG strategies. Shares the insurance-conglomerate parent-child architecture and SEE distribution overlap with Triglav Investments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Triglav Skladi social profiles
Digital presenceTriglav Skladi compliance and trust
Trust signalCompliance1 record
Triglav Skladi financial estimates
Financial estimateRevenue estimate
Valuation estimate
Triglav Skladi leadership team
Management profileNumber of profiles
Profiles1 record
Triglav Skladi funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Triglav Skladi M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Triglav Skladi
What does Triglav Skladi do?
Triglav Skladi (Triglav Investments) is a Slovenian asset management firm that manages 12 mutual funds spanning equity, bond, money market, emerging markets, and thematic/ESG strategies, collectively holding approximately 3 billion EUR in assets under management for around 110,000 investors. The company complements its mutual fund lineup with individual portfolio (wealth) management services, a systematic monthly savings plan (Načrt varčevanja), a self-directed mobile application with no entry costs, and an online investor calculator. The firm is a subsidiary of Skupina Triglav, Slovenia's largest insurance and financial services group.
Is Triglav Skladi a public or private company?
Triglav Skladi is a private company. It is classified as corporate owned and is currently operating.
When was Triglav Skladi founded?
Triglav Skladi was founded in 1994. It employs 51 to 100 people.
Where is Triglav Skladi based?
Triglav Skladi is headquartered in Ljubljana, Slovenia, in the Europe region.
How does Triglav Skladi make money?
Two revenue lines are on record. Mutual Fund Management Fees are the primary driver. The others are individual Asset Management.
Who are Triglav Skladi's main competitors?
Broad incumbents on record are Amundi, DWS Group, Allianz Global Investors, BlackRock and Invesco. Direct peers are NLB Skladi, Sava Infond, Erste Asset Management, Raiffeisen Capital Management and Generali Investments.
Does Triglav Skladi have an API?
No public API is recorded for Triglav Skladi.
What industry is Triglav Skladi in?
Triglav Skladi's product category is Asset Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.