Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,083 positions
TAIWAN SEMICONDUCTOR MFG LTD | 5M | $362.9M | 3.7% | $98.37 | -28.30% | 9 qtrssince 2020-Q4 | Decreased 0 |
Microsoft Corp. | 1.5M | $345.5M | 3.5% | $239.26 | -2.73% | 9 qtrssince 2020-Q4 | Increased 59 |
UBS GROUP AG | 15.3M | $285.9M | 2.9% | $13.78 | +21.44% | 7 qtrssince 2021-Q2 | Decreased 0 |
ALCON AG | 3.9M | $267.9M | 2.7% | $69.11 | -2.27% | 7 qtrssince 2021-Q2 | Decreased 0 |
LOGITECH INTL S A | 3.8M | $236.9M | 2.4% | $102.22 | -41.89% | 7 qtrssince 2021-Q2 | Decreased 0 |
Apple Inc. | 1.7M | $212.6M | 2.1% | $130.93 | -2.51% | 9 qtrssince 2020-Q4 | Increased 56 |
PINDUODUO INC | 2.3M | $191.1M | 1.9% | $81.81 | -0.31% | 9 qtrssince 2020-Q4 | Increased 78 |
BRISTOL-MYERS SQUIBB CO | 1.8M | $132.3M | 1.3% | $56.45 | +7.96% | 9 qtrssince 2020-Q4 | Increased 53 |
UnitedHealth Group Inc. | 248,836 | $131.5M | 1.3% | $345.17 | +42.59% | 9 qtrssince 2020-Q4 | Increased 53 |
Amazon.com, Inc. | 1.6M | $128.8M | 1.3% | $123.03 | -31.72% | 9 qtrssince 2020-Q4 | Increased 74 |
Alphabet Inc. | 1.4M | $118M | 1.2% | $89.61 | -2.47% | 9 qtrssince 2020-Q4 | Increased 58 |
Lowes Companies, Inc. | 513,340 | $102.7M | 1.0% | $174.01 | +6.25% | 9 qtrssince 2020-Q4 | Increased 76 |
APPLIED MATLS INC | 1M | $98.7M | 1.0% | $116.44 | -18.80% | 9 qtrssince 2020-Q4 | Increased 47 |
NIKE INC | 849,124 | $97.6M | 1.0% | $125.41 | -13.80% | 9 qtrssince 2020-Q4 | Increased 43 |
Keysight Technologies, Inc. | 576,100 | $96.6M | 1.0% | $141.37 | +21.01% | 9 qtrssince 2020-Q4 | Increased 46 |
NVIDIA Corp. | 678,083 | $95.2M | 1.0% | $14.57 | -0.03% | 9 qtrssince 2020-Q4 | Increased 48 |
Alphabet Inc. | 1M | $90.1M | 0.9% | $99.35 | -11.52% | 9 qtrssince 2020-Q4 | Increased 56 |
Synopsys Inc | 282,878 | $89.2M | 0.9% | $279.61 | +14.19% | 9 qtrssince 2020-Q4 | Increased 46 |
Thermo Fisher Scientific Inc | 162,218 | $88.2M | 0.9% | $480.01 | +13.39% | 9 qtrssince 2020-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 227,248 | $86.9M | 0.9% | $348.25 | +4.74% | 9 qtrssince 2020-Q4 | Increased 47 |
Vontobel Holding Ltd. manages $9.9B across 1083 positions as of Q4 2022. Top holdings: TSM (3.7%), MSFT (3.5%), UBS (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 128 new positions, 74 exits, 509 increased. Top move: PDD (INCREASED, conviction 78). Portfolio: $9.9B across 1083 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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