Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,346 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.6M | $1.8B | 5.6% | $384.64 | +33.54% | 20 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 5.3M | $1.2B | 3.5% | $185.89 | +19.52% | 20 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 4.3M | $1B | 3.1% | $174.23 | +40.16% | 20 qtrssince 2020-Q4 | Increased 62 |
NVIDIA CORP | 5.2M | $969.7M | 2.9% | $127.89 | +42.19% | 20 qtrssince 2020-Q4 | Increased 66 |
COCA-COLA CO/THE | 13.2M | $876.3M | 2.6% | $60.86 | +7.76% | 20 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $833.7M | 2.5% | $688.57 | +7.87% | 20 qtrssince 2020-Q4 | Decreased 0 |
RB GLOBAL INC | 7.2M | $781.9M | 2.4% | $79.48 | +35.24% | 10 qtrssince 2023-Q2 | Increased 60 |
MASTERCARD INC - A | 1.3M | $760.5M | 2.3% | $429.62 | +31.87% | 20 qtrssince 2020-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 5M | $666.4M | 2.0% | $102.44 | +27.80% | 20 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.5M | $596.2M | 1.8% | $157.16 | +55.18% | 20 qtrssince 2020-Q4 | Increased 52 |
BROADCOM INC | 1.8M | $581.8M | 1.8% | $245.88 | +33.10% | 20 qtrssince 2020-Q4 | Increased 75 |
UBS GROUP AG- REG | 13.8M | $565M | 1.7% | $20.66 | +100.10% | 18 qtrssince 2021-Q2 | Increased 49 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2M | $546.7M | 1.7% | $157.31 | +73.22% | 20 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTERNATIONAL-REG | 5M | $542.7M | 1.6% | $86.27 | +25.10% | 18 qtrssince 2021-Q2 | Decreased 0 |
FERGUSON ENTERPRISES INC | 2.3M | $524.5M | 1.6% | $170.48 | +31.45% | 5 qtrssince 2024-Q3 | Decreased 0 |
CME GROUP INC | 1.9M | $521.3M | 1.6% | $187.99 | +44.15% | 20 qtrssince 2020-Q4 | Decreased 0 |
INTUIT INC | 758,313 | $517.9M | 1.6% | $644.96 | +7.32% | 20 qtrssince 2020-Q4 | Increased 67 |
CASEY'S GENERAL STORES INC | 890,884 | $503.6M | 1.5% | $481.56 | +16.99% | 18 qtrssince 2021-Q2 | Increased 80 |
WASTE MANAGEMENT INC | 2.2M | $487.2M | 1.5% | $213.36 | +2.45% | 20 qtrssince 2020-Q4 | Increased 80 |
ECOLAB INC | 1.7M | $470.6M | 1.4% | $247.36 | +10.02% | 20 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $33.1B across 1346 positions as of Q3 2025. Top holdings: MSFT (5.6%), AMZN (3.5%), GOOG (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 113 new positions, 71 exits, 397 increased. Top move: CASY (INCREASED, conviction 80). Portfolio: $33.1B across 1346 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