Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,039 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 5.9M | $708.6M | 5.9% | $100.29 | +12.18% | 5 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 1.5M | $495.2M | 4.1% | $224.18 | +46.45% | 5 qtrssince 2020-Q4 | Decreased 0 |
UBS GROUP AG- REG | 24.4M | $440.3M | 3.7% | $13.97 | +14.77% | 3 qtrssince 2021-Q2 | Decreased 0 |
LOGITECH INTERNATIONAL-REG | 4.4M | $368.3M | 3.1% | $109.30 | -28.16% | 3 qtrssince 2021-Q2 | Increased 66 |
APPLE INC | 1.9M | $331.5M | 2.8% | $131.16 | +32.24% | 5 qtrssince 2020-Q4 | Increased 56 |
NETEASE INC-ADR | 3M | $311.3M | 2.6% | $87.26 | +8.95% | 5 qtrssince 2020-Q4 | Increased 65 |
ALCON INC | 3M | $264.5M | 2.2% | $71.55 | +19.63% | 3 qtrssince 2021-Q2 | Increased 57 |
APPLIED MATERIALS INC | 1.6M | $255.7M | 2.1% | $118.70 | +27.54% | 5 qtrssince 2020-Q4 | Increased 83 |
ALPHABET INC-CL C | 65,366 | $190.9M | 1.6% | $104.27 | +38.99% | 5 qtrssince 2020-Q4 | Increased 57 |
AMAZON.COM INC | 54,620 | $184.2M | 1.5% | $164.36 | +2.61% | 5 qtrssince 2020-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 260,541 | $173.4M | 1.4% | $472.71 | +39.22% | 5 qtrssince 2020-Q4 | Increased 50 |
TESLA INC | 157,755 | $168.9M | 1.4% | $248.25 | +43.72% | 5 qtrssince 2020-Q4 | Increased 56 |
NVIDIA CORP | 561,224 | $166M | 1.4% | $18.36 | +60.82% | 5 qtrssince 2020-Q4 | Decreased 0 |
NIKE INC -CL B | 987,605 | $165.4M | 1.4% | $130.34 | +20.56% | 5 qtrssince 2020-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 667,567 | $145.4M | 1.2% | $208.10 | +0.44% | 5 qtrssince 2020-Q4 | Increased 50 |
ADOBE INC | 235,842 | $134.6M | 1.1% | $538.30 | +5.34% | 5 qtrssince 2020-Q4 | Increased 77 |
ALPHABET INC-CL A | 42,219 | $123.4M | 1.0% | $86.16 | +68.41% | 5 qtrssince 2020-Q4 | Decreased 0 |
SYNOPSYS INC | 316,701 | $117.4M | 1.0% | $274.33 | +35.17% | 5 qtrssince 2020-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 231,237 | $116.6M | 1.0% | $329.29 | +43.19% | 5 qtrssince 2020-Q4 | Increased 43 |
KEYSIGHT TECHNOLOGIES IN | 559,559 | $115.7M | 1.0% | $137.25 | +50.68% | 5 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $12B across 1039 positions as of Q4 2021. Top holdings: TSM (5.9%), MSFT (4.1%), UBS (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 94 new positions, 215 exits, 455 increased. Top move: AMAT (INCREASED, conviction 83). Portfolio: $12.0B across 1039 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