Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,062 positions
TAIWAN SEMICONDUCTOR MANUFAC | 4.7M | $433.9M | 4.0% | $98.37 | -9.99% | 10 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 1.3M | $378.6M | 3.5% | $239.26 | +17.23% | 10 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTL S A | 5.5M | $319.8M | 3.0% | $85.18 | -36.02% | 8 qtrssince 2021-Q2 | Increased 72 |
UBS GROUP AG | 13.9M | $293M | 2.7% | $13.78 | +38.80% | 8 qtrssince 2021-Q2 | Decreased 0 |
APPLE INC | 1.8M | $292.3M | 2.7% | $132.45 | +22.51% | 10 qtrssince 2020-Q4 | Increased 56 |
ALCON AG | 4M | $284.9M | 2.7% | $69.12 | +0.55% | 8 qtrssince 2021-Q2 | Increased 54 |
NVIDIA CORPORATION | 579,555 | $161M | 1.5% | $14.57 | +90.04% | 10 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 1.4M | $143.3M | 1.3% | $89.70 | +14.55% | 10 qtrssince 2020-Q4 | Increased 48 |
PDD HOLDINGS INC | 1.9M | $141.7M | 1.3% | $81.81 | -7.22% | 10 qtrssince 2020-Q4 | Decreased 0 |
APPLIED MATLS INC | 1.1M | $130.1M | 1.2% | $116.35 | +2.64% | 10 qtrssince 2020-Q4 | Increased 48 |
BRISTOL-MYERS SQUIBB CO | 1.9M | $129.6M | 1.2% | $55.91 | +4.74% | 10 qtrssince 2020-Q4 | Increased 48 |
AMAZON COM INC | 1.1M | $118.5M | 1.1% | $123.03 | -16.04% | 10 qtrssince 2020-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 249,997 | $118.1M | 1.1% | $345.61 | +27.39% | 10 qtrssince 2020-Q4 | Increased 47 |
ALPHABET INC | 1.1M | $113.1M | 1.1% | $99.50 | +3.54% | 10 qtrssince 2020-Q4 | Increased 49 |
SYNOPSYS INC | 287,830 | $111.2M | 1.0% | $281.45 | +37.24% | 10 qtrssince 2020-Q4 | Increased 48 |
STATE STR SPDR S&P 500 ETF T | 253,038 | $103.6M | 1.0% | $352.70 | +11.13% | 10 qtrssince 2020-Q4 | Increased 47 |
LOWES COS INC | 516,749 | $103.3M | 1.0% | $174.09 | +7.13% | 10 qtrssince 2020-Q4 | Increased 42 |
DANAHER CORP DEL | 407,048 | $102.6M | 1.0% | $245.35 | -10.73% | 10 qtrssince 2020-Q4 | Increased 51 |
NIKE INC | 821,757 | $100.8M | 0.9% | $125.41 | -9.39% | 10 qtrssince 2020-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 645,785 | $96M | 0.9% | $133.30 | +1.79% | 10 qtrssince 2020-Q4 | Increased 68 |
Vontobel Holding Ltd. manages $10.7B across 1062 positions as of Q1 2023. Top holdings: TSM (4.0%), MSFT (3.5%), LOGI (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 97 new positions, 118 exits, 396 increased. Top move: LOGI (INCREASED, conviction 72). Portfolio: $10.7B across 1062 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
Verify source filings on SEC EDGAR