Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,087 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.7M | $1.4B | 5.1% | $384.64 | -2.04% | 18 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 6.3M | $1.2B | 4.4% | $185.89 | +3.67% | 18 qtrssince 2020-Q4 | Decreased 0 |
COCA-COLA CO/THE | 15.3M | $1.1B | 4.0% | $60.37 | +14.06% | 18 qtrssince 2020-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.6M | $890.8M | 3.2% | $429.62 | +25.11% | 18 qtrssince 2020-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 5.7M | $759.9M | 2.8% | $99.11 | +29.63% | 18 qtrssince 2020-Q4 | Decreased 0 |
CME GROUP INC | 2.8M | $752.4M | 2.7% | $180.23 | +41.04% | 18 qtrssince 2020-Q4 | Decreased 0 |
RB GLOBAL INC | 7.2M | $725.8M | 2.6% | $76.60 | +27.44% | 8 qtrssince 2023-Q2 | Decreased 0 |
ALPHABET INC-CL C | 4.3M | $668.8M | 2.4% | $170.62 | -8.79% | 18 qtrssince 2020-Q4 | Decreased 0 |
ALCON INC | 6.8M | $638M | 2.3% | $80.04 | +17.62% | 16 qtrssince 2021-Q2 | Decreased 0 |
UNION PACIFIC CORP | 2.3M | $541.6M | 2.0% | $216.62 | +5.25% | 18 qtrssince 2020-Q4 | Increased 53 |
BECTON DICKINSON AND CO | 2.3M | $522.8M | 1.9% | $176.08 | -0.78% | 18 qtrssince 2020-Q4 | Increased 52 |
UBS GROUP AG- REG | 17.1M | $521.1M | 1.9% | $20.64 | +48.08% | 16 qtrssince 2021-Q2 | Increased 52 |
THERMO FISHER SCIENTIFIC INC | 1M | $518.7M | 1.9% | $530.59 | -5.99% | 18 qtrssince 2020-Q4 | Increased 56 |
PEPSICO INC | 3.3M | $500.1M | 1.8% | $151.11 | -4.18% | 18 qtrssince 2020-Q4 | Increased 55 |
INTERCONTINENTALEXCHANGE GRO COM | 2.7M | $466.3M | 1.7% | $133.76 | +29.51% | 18 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 4.2M | $452.2M | 1.6% | $114.89 | -4.56% | 18 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.9M | $449.7M | 1.6% | $152.73 | +0.77% | 18 qtrssince 2020-Q4 | Increased 50 |
BOSTON SCIENTIFIC CORP | 4.3M | $430.8M | 1.6% | $74.50 | +35.40% | 18 qtrssince 2020-Q4 | Decreased 0 |
ADOBE INC | 1.1M | $411.3M | 1.5% | $539.83 | -28.95% | 18 qtrssince 2020-Q4 | Decreased 0 |
SYNOPSYS INC | 899,042 | $385.6M | 1.4% | $529.98 | -17.37% | 18 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $27.4B across 1087 positions as of Q1 2025. Top holdings: MSFT (5.1%), AMZN (4.4%), KO (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 88 new positions, 93 exits, 417 increased. Top move: TMO (INCREASED, conviction 56). Portfolio: $27.4B across 1087 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