Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,346 positions
Microsoft Corp. | 3.6M | $1.8B | 5.6% | $381.95 | +34.50% | 20 qtrssince 2020-Q4 | Decreased 0 |
Amazon.com, Inc. | 5.3M | $1.2B | 3.5% | $187.67 | +17.00% | 20 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc. | 4.3M | $1B | 3.1% | $174.38 | +39.30% | 20 qtrssince 2020-Q4 | Increased 62 |
NVIDIA Corp. | 5.2M | $969.7M | 2.9% | $61.31 | +203.58% | 20 qtrssince 2020-Q4 | Increased 66 |
Coca-Cola Co (The) | 13.2M | $876.3M | 2.6% | $59.74 | +8.14% | 20 qtrssince 2020-Q4 | Decreased 0 |
Meta Platforms Inc | 1.1M | $833.7M | 2.5% | $690.32 | +6.02% | 20 qtrssince 2020-Q4 | Decreased 0 |
RB GLOBAL INC COM | 7.2M | $781.9M | 2.4% | $79.48 | +35.24% | 10 qtrssince 2023-Q2 | Increased 60 |
MasterCard Incorporated | 1.3M | $760.5M | 2.3% | $428.57 | +31.90% | 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. | 2.5M | $596.2M | 1.8% | $155.36 | +56.07% | 20 qtrssince 2020-Q4 | Increased 52 |
Broadcom Inc | 1.8M | $581.8M | 1.8% | $217.18 | +50.79% | 20 qtrssince 2020-Q4 | Increased 75 |
UBS GROUP AG | 13.8M | $565M | 1.7% | $20.03 | +99.56% | 18 qtrssince 2021-Q2 | Increased 49 |
TAIWAN SEMICONDUCTOR MFG LTD | 2M | $546.7M | 1.7% | $155.70 | +77.50% | 20 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTL S A | 5M | $542.7M | 1.6% | $86.27 | +25.10% | 18 qtrssince 2021-Q2 | Decreased 0 |
FERGUSON ENTERPRISES INC COMMON STOCK NEW | 2.3M | $524.5M | 1.6% | $168.08 | +31.59% | 5 qtrssince 2024-Q3 | Decreased 0 |
CME Group Inc. | 1.9M | $521.3M | 1.6% | $182.68 | +43.05% | 20 qtrssince 2020-Q4 | Decreased 0 |
INTUIT | 758,313 | $517.9M | 1.6% | $637.06 | +6.01% | 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 MGMT INC DEL | 2.2M | $487.2M | 1.5% | $213.36 | +2.45% | 20 qtrssince 2020-Q4 | Increased 80 |
Ecolab Inc. | 1.7M | $470.6M | 1.4% | $246.76 | +9.78% | 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 Score: 2/5.0.
Active quarter - 114 new positions, 72 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
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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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