Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,092 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.1M | $1.7B | 6.0% | $384.64 | +9.64% | 17 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 7.3M | $1.6B | 5.5% | $185.89 | +19.05% | 17 qtrssince 2020-Q4 | Decreased 0 |
MASTERCARD INC - A | 2M | $1B | 3.5% | $429.62 | +21.45% | 17 qtrssince 2020-Q4 | Increased 59 |
COCA-COLA CO/THE | 16M | $997.5M | 3.4% | $60.37 | -0.20% | 17 qtrssince 2020-Q4 | Increased 60 |
ALPHABET INC-CL C | 5M | $947.1M | 3.2% | $170.62 | +12.50% | 17 qtrssince 2020-Q4 | Decreased 0 |
RB GLOBAL INC | 8.5M | $762.4M | 2.6% | $76.60 | +17.31% | 7 qtrssince 2023-Q2 | Increased 60 |
ABBOTT LABORATORIES | 6.3M | $710.8M | 2.4% | $99.11 | +9.96% | 17 qtrssince 2020-Q4 | Decreased 0 |
ALCON INC | 7.9M | $665.2M | 2.3% | $80.04 | +5.18% | 15 qtrssince 2021-Q2 | Increased 58 |
CME GROUP INC | 2.9M | $663.3M | 2.3% | $180.23 | +22.85% | 17 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 4.4M | $588.7M | 2.0% | $114.89 | +19.64% | 17 qtrssince 2020-Q4 | Increased 61 |
ADOBE INC | 1.3M | $567.1M | 1.9% | $539.83 | -17.63% | 17 qtrssince 2020-Q4 | Increased 50 |
ALPHABET INC-CL A | 2.9M | $544M | 1.9% | $152.71 | +24.74% | 17 qtrssince 2020-Q4 | Decreased 0 |
SYNOPSYS INC | 1.1M | $515.5M | 1.8% | $529.98 | -8.16% | 17 qtrssince 2020-Q4 | Increased 54 |
UBS GROUP AG- REG | 16.4M | $502.4M | 1.7% | $20.21 | +46.58% | 15 qtrssince 2021-Q2 | Increased 50 |
BOSTON SCIENTIFIC CORP | 5.6M | $501.8M | 1.7% | $74.50 | +19.89% | 17 qtrssince 2020-Q4 | Decreased 0 |
BECTON DICKINSON AND CO | 2.2M | $496.9M | 1.7% | $176.14 | -2.20% | 17 qtrssince 2020-Q4 | Decreased 0 |
UNION PACIFIC CORP | 2.1M | $489.6M | 1.7% | $215.85 | +3.07% | 17 qtrssince 2020-Q4 | Increased 74 |
THERMO FISHER SCIENTIFIC INC | 925,917 | $481.7M | 1.6% | $534.58 | -3.29% | 17 qtrssince 2020-Q4 | Increased 57 |
PEPSICO INC | 3M | $458.3M | 1.6% | $151.79 | -3.88% | 17 qtrssince 2020-Q4 | Increased 71 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.2M | $426.8M | 1.5% | $138.89 | +42.36% | 17 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $29.2B across 1092 positions as of Q4 2024. Top holdings: MSFT (6.0%), AMZN (5.5%), MA (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 122 new positions, 106 exits, 406 increased. Top move: UNP (INCREASED, conviction 74). Portfolio: $29.2B across 1092 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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