Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,255 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.7M | $1.8B | 5.8% | $384.64 | +28.48% | 19 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 5.3M | $1.2B | 3.7% | $185.89 | +20.13% | 19 qtrssince 2020-Q4 | Decreased 0 |
COCA-COLA CO/THE | 16.2M | $1.1B | 3.7% | $60.86 | +13.89% | 19 qtrssince 2020-Q4 | Increased 62 |
ABBOTT LABORATORIES | 6.4M | $865.8M | 2.8% | $102.44 | +29.19% | 19 qtrssince 2020-Q4 | Increased 61 |
META PLATFORMS INC-CLASS A | 1.2M | $862.3M | 2.7% | $688.57 | +6.39% | 19 qtrssince 2020-Q4 | Increased 88 |
CME GROUP INC | 2.9M | $804.8M | 2.6% | $187.99 | +44.79% | 19 qtrssince 2020-Q4 | Increased 56 |
MASTERCARD INC - A | 1.4M | $764.3M | 2.4% | $429.62 | +27.56% | 19 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 4.1M | $721.1M | 2.3% | $170.62 | +4.32% | 19 qtrssince 2020-Q4 | Decreased 0 |
RB GLOBAL INC | 6.5M | $694.8M | 2.2% | $76.60 | +37.92% | 9 qtrssince 2023-Q2 | Decreased 0 |
NVIDIA CORP | 4.2M | $666.1M | 2.1% | $115.33 | +36.76% | 19 qtrssince 2020-Q4 | Increased 55 |
ALCON INC | 6.8M | $605.5M | 1.9% | $80.11 | +9.66% | 17 qtrssince 2021-Q2 | Increased 50 |
FERGUSON ENTERPRISES INC | 2.5M | $551.6M | 1.8% | $170.48 | +26.89% | 4 qtrssince 2024-Q3 | Increased 52 |
ECOLAB INC | 2M | $548.7M | 1.7% | $247.36 | +7.56% | 19 qtrssince 2020-Q4 | Increased 80 |
SYNOPSYS INC | 927,812 | $475.7M | 1.5% | $529.13 | -5.01% | 19 qtrssince 2020-Q4 | Increased 51 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.1M | $469M | 1.5% | $157.31 | +44.45% | 19 qtrssince 2020-Q4 | Increased 61 |
UBS GROUP AG- REG | 13.8M | $468M | 1.5% | $20.64 | +62.04% | 17 qtrssince 2021-Q2 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 2.5M | $467.2M | 1.5% | $133.76 | +35.09% | 19 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTERNATIONAL-REG | 5.2M | $465.2M | 1.5% | $86.27 | +3.03% | 17 qtrssince 2021-Q2 | Increased 58 |
BOSTON SCIENTIFIC CORP | 4.3M | $460.5M | 1.5% | $74.62 | +42.77% | 19 qtrssince 2020-Q4 | Increased 49 |
UNION PACIFIC CORP | 2M | $451M | 1.4% | $216.62 | +5.55% | 19 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $31.4B across 1255 positions as of Q2 2025. Top holdings: MSFT (5.8%), AMZN (3.7%), KO (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 84 new positions, 68 exits, 363 increased. Top move: META (INCREASED, conviction 88). Portfolio: $31.4B across 1255 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