Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,076 positions
Microsoft Corp | 4.5M | $1.9B | 6.2% | $381.95 | +10.91% | 16 qtrssince 2020-Q4 | Decreased 0 |
Amazon.com Inc | 7.8M | $1.5B | 4.7% | $187.67 | -0.71% | 16 qtrssince 2020-Q4 | Decreased 0 |
Coca-Cola Co/The | 15.7M | $1.1B | 3.6% | $59.24 | +14.72% | 16 qtrssince 2020-Q4 | Decreased 0 |
Mastercard Inc | 1.9M | $961.8M | 3.1% | $428.14 | +13.97% | 16 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc | 5.1M | $844.5M | 2.7% | $170.85 | -2.82% | 16 qtrssince 2020-Q4 | Decreased 0 |
UnitedHealth Group Inc | 1.4M | $794.5M | 2.6% | $468.03 | +19.10% | 16 qtrssince 2020-Q4 | Decreased 0 |
CME Group Inc | 3.4M | $757.7M | 2.4% | $180.23 | +13.35% | 16 qtrssince 2020-Q4 | Decreased 0 |
Abbott Laboratories | 6.5M | $738M | 2.4% | $99.11 | +10.31% | 16 qtrssince 2020-Q4 | Decreased 0 |
Alcon Inc | 7.4M | $734.6M | 2.4% | $79.77 | +24.41% | 14 qtrssince 2021-Q2 | Decreased 0 |
Mondelez International Inc | 9.5M | $699.4M | 2.3% | $60.62 | +13.91% | 16 qtrssince 2020-Q4 | Decreased 0 |
Adobe Systems Inc | 1.3M | $655.7M | 2.1% | $540.50 | -4.20% | 16 qtrssince 2020-Q4 | Decreased 0 |
Ritchie Bros Auctioneers Inc | 7.7M | $619.6M | 2.0% | $75.30 | +5.68% | 6 qtrssince 2023-Q2 | Decreased 0 |
Becton Dickinson and Co | 2.3M | $555.6M | 1.8% | $175.10 | +3.44% | 16 qtrssince 2020-Q4 | Increased 51 |
UBS Group AG | 16.1M | $497.5M | 1.6% | $19.46 | +49.93% | 14 qtrssince 2021-Q2 | Increased 49 |
Thermo Fisher Scientific Inc | 793,597 | $490.9M | 1.6% | $536.48 | +14.50% | 16 qtrssince 2020-Q4 | Decreased 0 |
Boston Scientific Corp | 5.8M | $489.6M | 1.6% | $74.50 | +12.48% | 16 qtrssince 2020-Q4 | Decreased 0 |
Synopsys Inc | 965,256 | $488.8M | 1.6% | $534.39 | -5.24% | 16 qtrssince 2020-Q4 | Increased 52 |
Alphabet Inc | 2.9M | $486.8M | 1.6% | $150.86 | +9.17% | 16 qtrssince 2020-Q4 | Decreased 0 |
Intercontinental Exchange Inc | 2.9M | $471.4M | 1.5% | $132.40 | +18.40% | 16 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA Corp | 3.9M | $467.7M | 1.5% | $16.72 | +624.22% | 16 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $31B across 1076 positions as of Q3 2024. Top holdings: MSFT (6.2%), AMZN (4.7%), KO (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 74 new positions, 66 exits, 400 increased. Top move: SNPS (INCREASED, conviction 52). Portfolio: $31.0B across 1076 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
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