Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,017 positions
TAIWAN SEMICONDUCTOR MFG LTD | 5.6M | $465.3M | 5.0% | $99.65 | -23.19% | 7 qtrssince 2020-Q4 | Decreased 0 |
UBS GROUP AG | 24.4M | $400.7M | 4.3% | $13.78 | +5.50% | 5 qtrssince 2021-Q2 | Decreased 0 |
Microsoft Corp. | 1.5M | $381.8M | 4.1% | $239.48 | +3.57% | 7 qtrssince 2020-Q4 | Decreased 0 |
ALCON AG | 3.8M | $260.3M | 2.8% | $71.06 | -3.10% | 5 qtrssince 2021-Q2 | Increased 65 |
Apple Inc. | 1.7M | $243.6M | 2.6% | $131.16 | +2.10% | 7 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTL S A | 4M | $212.2M | 2.3% | $106.31 | -53.80% | 5 qtrssince 2021-Q2 | Decreased 0 |
Amazon.com, Inc. | 1.4M | $155.4M | 1.7% | $156.84 | -32.28% | 7 qtrssince 2020-Q4 | Increased 77 |
Thermo Fisher Scientific Inc | 276,659 | $148.3M | 1.6% | $480.01 | +11.75% | 7 qtrssince 2020-Q4 | Increased 48 |
NVIDIA Corp. | 851,304 | $132.3M | 1.4% | $14.57 | +3.63% | 7 qtrssince 2020-Q4 | Increased 64 |
Visa Inc | 636,175 | $126.9M | 1.4% | $208.74 | -8.70% | 7 qtrssince 2020-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 1.5M | $120.4M | 1.3% | $55.65 | +16.31% | 7 qtrssince 2020-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 233,159 | $120.2M | 1.3% | $327.20 | +44.82% | 7 qtrssince 2020-Q4 | Decreased 0 |
APPLIED MATLS INC | 1.1M | $100.8M | 1.1% | $118.70 | -25.95% | 7 qtrssince 2020-Q4 | Decreased 0 |
PEPSICO INC | 599,529 | $100M | 1.1% | $138.04 | +4.76% | 7 qtrssince 2020-Q4 | Increased 76 |
Tesla Inc | 141,051 | $96.7M | 1.0% | $252.03 | -10.94% | 7 qtrssince 2020-Q4 | Decreased 0 |
Union Pacific Corporation | 439,184 | $93.6M | 1.0% | $185.55 | +4.31% | 7 qtrssince 2020-Q4 | Increased 48 |
Alphabet Inc. | 41,014 | $91.6M | 1.0% | $88.64 | +21.76% | 7 qtrssince 2020-Q4 | Decreased 0 |
Synopsys Inc | 295,437 | $90.4M | 1.0% | $276.29 | +9.92% | 7 qtrssince 2020-Q4 | Decreased 0 |
Danaher Corporation | 351,969 | $89M | 1.0% | $251.70 | -12.73% | 7 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc. | 39,115 | $87.8M | 0.9% | $104.05 | +4.12% | 7 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $9.2B across 1017 positions as of Q2 2022. Top holdings: TSM (5.0%), UBS (4.3%), MSFT (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 114 new positions, 147 exits, 422 increased. Top move: AMZN (INCREASED, conviction 77). Portfolio: $9.2B across 1017 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR