Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,050 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 5.6M | $593.8M | 5.1% | $100.29 | -0.10% | 6 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 1.9M | $589.2M | 5.1% | $242.02 | +25.74% | 6 qtrssince 2020-Q4 | Increased 77 |
UBS GROUP AG- REG | 26.7M | $521.5M | 4.5% | $14.26 | +22.11% | 4 qtrssince 2021-Q2 | Increased 63 |
LOGITECH INTERNATIONAL-REG | 4.7M | $365.2M | 3.2% | $106.31 | -32.97% | 4 qtrssince 2021-Q2 | Increased 62 |
APPLE INC | 1.8M | $313.7M | 2.7% | $131.16 | +30.20% | 6 qtrssince 2020-Q4 | Decreased 0 |
ALCON INC | 3M | $245.6M | 2.1% | $71.61 | +8.84% | 4 qtrssince 2021-Q2 | Increased 53 |
AMAZON.COM INC | 63,618 | $211.6M | 1.8% | $164.63 | +1.01% | 6 qtrssince 2020-Q4 | Increased 56 |
APPLIED MATERIALS INC | 1.5M | $201M | 1.7% | $118.70 | +7.02% | 6 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 161,559 | $176.7M | 1.5% | $250.99 | +45.29% | 6 qtrssince 2020-Q4 | Increased 49 |
VISA INC-CLASS A SHARES | 745,409 | $166.9M | 1.4% | $208.74 | +2.64% | 6 qtrssince 2020-Q4 | Increased 53 |
NVIDIA CORP | 594,302 | $164.6M | 1.4% | $18.88 | +46.41% | 6 qtrssince 2020-Q4 | Increased 51 |
THERMO FISHER SCIENTIFIC INC | 273,511 | $162.8M | 1.4% | $478.22 | +23.14% | 6 qtrssince 2020-Q4 | Increased 50 |
NIKE INC -CL B | 1.2M | $159.8M | 1.4% | $130.33 | -0.04% | 6 qtrssince 2020-Q4 | Increased 56 |
ALPHABET INC-CL C | 52,997 | $151.2M | 1.3% | $104.27 | +35.79% | 6 qtrssince 2020-Q4 | Decreased 0 |
DANAHER CORP | 469,324 | $139.6M | 1.2% | $253.58 | +2.10% | 6 qtrssince 2020-Q4 | Increased 62 |
BRISTOL-MYERS SQUIBB CO | 1.8M | $131M | 1.1% | $56.66 | +10.17% | 6 qtrssince 2020-Q4 | Increased 73 |
ALPHABET INC-CL A | 43,798 | $124.3M | 1.1% | $88.13 | +59.84% | 6 qtrssince 2020-Q4 | Increased 49 |
META PLATFORMS INC-CLASS A | 543,219 | $123.8M | 1.1% | $240.49 | -5.91% | 6 qtrssince 2020-Q4 | Increased 77 |
UNITEDHEALTH GROUP INC | 233,242 | $121.5M | 1.0% | $330.65 | +47.66% | 6 qtrssince 2020-Q4 | Increased 48 |
UNION PACIFIC CORP | 428,598 | $118.6M | 1.0% | $187.58 | +35.08% | 6 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $11.6B across 1050 positions as of Q1 2022. Top holdings: TSM (5.1%), MSFT (5.1%), UBS (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 125 new positions, 114 exits, 441 increased. Top move: MSFT (INCREASED, conviction 77). Portfolio: $11.6B across 1050 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer