Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,085 positions
MICROSOFT CORP | 1.4M | $588.9M | 4.7% | $253.18 | +63.00% | 14 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTERNATIONAL SA | 5.4M | $481.5M | 3.8% | $85.22 | +0.10% | 12 qtrssince 2021-Q2 | Increased 75 |
UBS GROUP AG | 14.7M | $453.4M | 3.6% | $18.66 | +51.48% | 12 qtrssince 2021-Q2 | Increased 80 |
NVIDIA CORPORATION | 467,651 | $422.6M | 3.4% | $16.72 | +438.76% | 14 qtrssince 2020-Q4 | Decreased 0 |
ALCON AG | 3.6M | $297M | 2.4% | $69.41 | +18.60% | 12 qtrssince 2021-Q2 | Decreased 0 |
APPLE INC | 1.5M | $265.2M | 2.1% | $137.37 | +23.49% | 14 qtrssince 2020-Q4 | Increased 56 |
APPLIED MATLS INC | 1M | $209.4M | 1.7% | $128.74 | +57.09% | 14 qtrssince 2020-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.3M | $176.9M | 1.4% | $98.37 | +34.05% | 14 qtrssince 2020-Q4 | Decreased 0 |
LINDE PLC | 357,214 | $165.9M | 1.3% | $350.36 | +28.31% | 5 qtrssince 2023-Q1 | Increased 50 |
AMAZON COM INC | 865,889 | $156.2M | 1.2% | $141.40 | +27.57% | 14 qtrssince 2020-Q4 | Increased 65 |
TRIP COM GROUP LTD | 3.5M | $154.4M | 1.2% | $34.79 | +25.54% | 14 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 994,951 | $150.2M | 1.2% | $89.70 | +66.67% | 14 qtrssince 2020-Q4 | Decreased 0 |
MERCADOLIBRE INC | 94,702 | $143.2M | 1.1% | $1,275.64 | +18.53% | 14 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 893,257 | $136M | 1.1% | $105.98 | +42.33% | 14 qtrssince 2020-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 254,407 | $133.1M | 1.1% | $354.12 | +43.47% | 14 qtrssince 2020-Q4 | Increased 48 |
MASTERCARD INCORPORATED | 246,302 | $118.6M | 0.9% | $375.59 | +26.14% | 14 qtrssince 2020-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 312,285 | $108.2M | 0.9% | $290.87 | +12.80% | 12 qtrssince 2021-Q2 | Increased 46 |
VISA INC | 381,712 | $106.5M | 0.9% | $213.32 | +28.39% | 14 qtrssince 2020-Q4 | Increased 45 |
UNITEDHEALTH GROUP INC | 209,692 | $103.7M | 0.8% | $352.35 | +32.82% | 14 qtrssince 2020-Q4 | Decreased 0 |
ADOBE INC | 204,349 | $103.1M | 0.8% | $460.52 | +9.57% | 14 qtrssince 2020-Q4 | Increased 45 |
Vontobel Holding Ltd. manages $12.5B across 1085 positions as of Q1 2024. Top holdings: MSFT (4.7%), LOGI (3.8%), UBS (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 92 new positions, 107 exits, 349 increased. Top move: UBS (INCREASED, conviction 80). Portfolio: $12.5B across 1085 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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