Triglav Skladi

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.

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

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

• Mutual fund management
• Asset management services
• Portfolio management
• Wealth management solutions
• Investment fund products

Headquarters

HQ city

Ljubljana

HQ country

Slovenia

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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.
2. Individual Asset Management: Individual wealth management services with personalized investment strategies.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core 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)

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Triglav Group (Skupina Triglav)coreStrategic or Co-development PartnerTriglav 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

Broad 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

• YouTubeyoutube.com/@TriglavInvestments
• Facebookfacebook.com/TriglavInvestments
• LinkedInlinkedin.com/company/triglav-investments
• Instagraminstagram.com/triglavinvestments
• TikToktiktok.com/@keskompas

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Triglav Skladi