Company Peugeot Invest

Equities

PEUG

FR0000064784

Investment Management & Fund Operators

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Market Closed - Euronext Paris Other stock markets 11:35:17 2024-04-18 am EDT			5-day change	1st Jan Change
111 ^EUR	+1.46%		-1.94%	+9.47%

Mar. 21	Peugeot Invest Société anonyme Reports Earnings Results for the Full Year Ended December 31, 2023	CI
Mar. 11	Peugeot Invest: CEO to step down by the end of July at the latest	CF

Peugeot Invest is a portfolio company. At the end of 2023, its financial assets had a net book value of EUR 8,659.5 million broken down by type of holding as follows:

- shares in listed companies (65.2%): Immobilière Dassault (19.8% at the end of 2023; real estate company), LISI (14.4% at the end of 2023; manufacture of fasteners and assembly components for the aerospace and automotive industries), CIEL group (6.8%; conglomerate), SPIE (5.1%; provision of multitechnical services), ORPEA (5%; operation of retirement homes and clinics), SEB (4%; manufacturing of household appliances) and Tikehau Capital (1.6%; asset and investment management);

- shares in unlisted companies (7%): Rothschild & Co, International SOS, Signa Prime, Signa Development, Acteon and Château Guiard;

- other (27.8%): primarily mutual funds and venture capital funds.

Number of employees: 17

EUR in Million	2022	Weight	2023	Weight	Delta
Stellantis Group 110.9 %	233	72.6 %	300	110.9 %	+28.85%
Investments -10.9 %	75	23.5 %	-30	-10.9 %	-139.30%
Others 0.1 %	13	4.0 %	0	0.1 %	-97.39%
Net Cash Debt -0.1 %	0	0.0 %	0	-0.1 %	-

EUR in Million	2022	Weight	2023	Weight	Delta
France 100.0 %	321	100.0 %	271	100.0 %	-15.70%

Managers	Title	Age	Since
Bertrand Finet CEO	Chief Executive Officer	58	16-12-31
Robert Peugeot CHM	Chairman	74	79-06-27
Sébastien Coquard CIO	Chief Investment Officer	49	05-12-31
Thierry Mabille de Poncheville BRD	Director/Board Member	68	04-12-31
Ingrid de Keréver AUD	Comptroller/Controller/Auditor	-	21-09-30
Alice Baverez LAW	General Counsel	-	17-12-31
Jean-Baptiste Molmy LAW	General Counsel	-	15-06-30
Sophie Vernier-Reiffers SEC	Corporate Secretary	-	07-12-31

Members of the board	Title	Age	Since
Robert Peugeot CHM	Chairman	74	79-06-27
Georges Chodron de Courcel BRD	Director/Board Member	73	05-06-01
Marie-Françoise Walbaum BRD	Director/Board Member	74	13-05-14
Anne Lange BRD	Director/Board Member	55	18-05-16
Pascaline Peugeot de Dreuzy BRD	Director/Board Member	65	21-03-30
Edouard Peugeot BRD	Director/Board Member	40	20-05-18
Sophie Banzet-Bérets BRD	Director/Board Member	37	20-05-18
Armand Peugeot BRD	Director/Board Member	30	20-05-18
Camille Roncoroni BRD	Director/Board Member	-	22-05-11
Rodolphe Peugeot BRD	Director/Board Member	39	22-05-11

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	24,922,589	4,887,035 ( 19.61 %)	117,999 ( 0.4735 %)	19.61 %

Name	Equities	%	Valuation
Peugeot Family 79.98 %	19,932,454	79.98 %	2 519 M €
Moneta Asset Management SAS 3.134 %	781,084	3.134 %	99 M €
AXA France Assurance SAS 0.3661 %	91,244	0.3661 %	12 M €
PEUGEOT INVEST 0.3400 %	84,733	0.3400 %	11 M €
AXA Investment Managers Deutschland GmbH 0.2653 %	66,125	0.2653 %	8 M €
Skagen AS (Investment Management) 0.2313 %	57,635	0.2313 %	7 M €
Discover Capital GmbH 0.1906 %	47,500	0.1906 %	6 M €
Crédit Mutuel Asset Management SA 0.1854 %	46,198	0.1854 %	6 M €
Overseas Asset Management (Cayman) Ltd. 0.1605 %	40,000	0.1605 %	5 M €
Prévoir Vie SA 0.1356 %	33,800	0.1356 %	4 M €

Name	Equities	%	Valuation
SPIE SA 5.09%	8,500,000	5.09%	319,647,600 $
SEB S.A. 4.02%	2,223,674	4.02%	284,825,955 $
FORVIA (EX-FAURECIA) 3.10%	6,110,494	3.10%	92,753,633 $
TIKEHAU CAPITAL 1.73%	3,038,926	1.73%	66,789,516 $
IMMOBILIÈRE DASSAULT SA 19.44%	1,332,645	19.44%	66,781,506 $
CIEL LIMITED 6.81%	115,082,272	6.81%	17,918,310 $
PEUGEOT INVEST 0.34%	84,733	0.34%	10,706,862 $
ORPEA 0.00%	3,283	0.00%	35,946 $

Peugeot Invest SA

66, avenue Charles de Gaulle

60049, Paris

+33 1 84 13 87 20

http://peugeot-invest.com

Name	Category and Sector
FFP Invest SAS FFP Invest SAS Financial ConglomeratesFinance FFP Invest SAS functions as an investment holding company. It invests in diversified assets, composed of direct minority stakes, private equity vehicles, co-investments and real estate. The company is headquartered in Neuilly-sur-Seine, France.	Financial Conglomerates
Maillot I SA
F&P SAS F&P SAS Financial ConglomeratesFinance Part of Peugeot Invest SA, F & P SAS is an investment holding French company. The private company is based in Paris, France.	Financial Conglomerates
Maillot II SAS

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BUY

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Last Close Price

109.4 EUR

Average target price

148.3 EUR

Spread / Average Target

+35.59%

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