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Upturn AI Summary
Pictet AI & Automation ETF(PBOT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PBOT
10/28/2026: PBOT (2-star) is currently NOT-A-BUY. Pass it for now.
PBOT provides investors with active, global exposure to companies driving the artificial intelligence and automation revolution. Its primary strength lies in Pictet’s disciplined thematic management, which aims to select winning companies across the technology and industrial hardware spectrum. As an actively managed fund, it is best used as a satellite position for growth-oriented investors looking to complement core holdings. Key risks include the high volatility inherent in the technology sector, potential regulatory headwinds, and the higher expense ratio compared to passive index-based peers. Investors should monitor shifts in AI spending and interest rates as primary performance catalysts.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund aligns perfectly with growth-oriented strategies focused on long-term technological disruption. |
| Momentum investor | Strong fit while signal remains positive | The fund captures significant upside during periods of strong sector momentum in the AI and tech space. |
| Value investor | Weak fit | High growth expectations and sector-wide premiums make this less suitable for traditional value-oriented investors. |
| Dividend/Income investor | Weak fit | The portfolio prioritizes capital appreciation over dividend yield, making it poor for income-focused portfolios. |
| Low-risk investor | Weak fit | The inherent volatility of high-growth technology and robotics sectors is unsuitable for low-risk profiles. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth seeker who believes in the secular trend of AI and automation and desires active management to navigate the space.
Suitability
Best suited for long-term investors looking for thematic exposure; not recommended for active traders or those needing steady income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology stocks are prone to sharp price swings based on earnings reports and market sentiment. |
| Market risk | Medium / high | Broader economic downturns can significantly impact growth-focused assets. |
| Concentration | Medium | While thematic, the fund holds a diverse range of companies across the AI value chain to mitigate single-stock risk. |
| Tracking/expense | Medium | The active management strategy incurs higher fees that must be overcome by excess performance. |
| Liquidity | Medium | Lower trading volume compared to mega-ETFs may result in higher slippage for large orders. |
| Business/sector quality | Medium | The reliance on rapid innovation makes business models susceptible to technological disruption. |
Risk Analysis
Volatility
PBOT exhibits higher historical volatility than broad-market ETFs due to its concentration in the technology and robotics sectors.
Market Risk
The fund is subject to systemic market risk and specific risks related to technological obsolescence and capital expenditure cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Software & AI Services | 45 | This segment captures companies leading in machine learning, cloud platforms, and enterprise software integration. |
| Industry | Semiconductors & Hardware | 35 | These holdings provide the essential computing power and infrastructure necessary for AI development. |
| Industry | Industrial Automation & Robotics | 15 | This exposure focuses on the physical application of automation in manufacturing and logistics. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity management and tactical adjustments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 0.06% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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