Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,068 positions
Microsoft Corp | 4.5M | $2B | 6.6% | $381.95 | +14.99% | 15 qtrssince 2020-Q4 | Increased 100 |
Amazon.com Inc | 8M | $1.6B | 5.1% | $187.67 | +2.97% | 15 qtrssince 2020-Q4 | Increased 100 |
Alphabet Inc | 6.1M | $1.1B | 3.7% | $170.85 | +6.47% | 15 qtrssince 2020-Q4 | Increased 94 |
Coca-Cola Co/The | 17.4M | $1.1B | 3.6% | $59.24 | +0.92% | 15 qtrssince 2020-Q4 | Increased 94 |
Mastercard Inc | 2M | $900.5M | 2.9% | $428.14 | +1.67% | 15 qtrssince 2020-Q4 | Increased 88 |
UnitedHealth Group Inc | 1.7M | $889.8M | 2.9% | $468.03 | +3.37% | 15 qtrssince 2020-Q4 | Increased 88 |
Adobe Systems Inc | 1.3M | $717M | 2.3% | $540.50 | +2.78% | 15 qtrssince 2020-Q4 | Increased 88 |
Alcon Inc | 7.9M | $706.2M | 2.3% | $79.77 | +10.74% | 13 qtrssince 2021-Q2 | Increased 87 |
CME Group Inc | 3.5M | $694.1M | 2.3% | $180.23 | +0.47% | 15 qtrssince 2020-Q4 | Increased 87 |
Abbott Laboratories | 6.5M | $673.7M | 2.2% | $99.11 | +0.01% | 15 qtrssince 2020-Q4 | Increased 87 |
Boston Scientific Corp | 8.4M | $644.6M | 2.1% | $74.50 | +3.36% | 15 qtrssince 2020-Q4 | Increased 87 |
Mondelez International Inc | 9.8M | $643.1M | 2.1% | $60.62 | +0.54% | 15 qtrssince 2020-Q4 | Increased 87 |
Ritchie Bros Auctioneers Inc | 7.7M | $590.2M | 1.9% | $75.30 | +0.18% | 5 qtrssince 2023-Q2 | Increased 80 |
Alphabet Inc | 3M | $553.5M | 1.8% | $150.86 | +19.74% | 15 qtrssince 2020-Q4 | Increased 80 |
Synopsys Inc | 922,028 | $548.7M | 1.8% | $535.70 | +11.08% | 15 qtrssince 2020-Q4 | Increased 80 |
Becton Dickinson and Co | 2.2M | $524.3M | 1.7% | $174.94 | -0.05% | 15 qtrssince 2020-Q4 | Increased 80 |
NVIDIA Corp | 4.2M | $513M | 1.7% | $16.72 | +636.68% | 15 qtrssince 2020-Q4 | Increased 80 |
Taiwan Semiconductor Manufactu | 2.9M | $512.5M | 1.7% | $137.86 | +22.59% | 15 qtrssince 2020-Q4 | Increased 80 |
UBS Group AG | 16.1M | $474.4M | 1.5% | $19.45 | +43.40% | 13 qtrssince 2021-Q2 | Increased 54 |
Intercontinental Exchange Inc | 3.4M | $460.3M | 1.5% | $132.40 | +0.61% | 15 qtrssince 2020-Q4 | Increased 79 |
Vontobel Holding Ltd. manages $30.8B across 1068 positions as of Q2 2024. Top holdings: MSFT (6.6%), AMZN (5.1%), GOOG (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 89 new positions, 106 exits, 383 increased. Top move: MSFT (INCREASED, conviction 100). Portfolio: $30.8B across 1068 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