Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,092 positions
Microsoft Corp. | 4.1M | $1.7B | 6.0% | $381.95 | +8.86% | 17 qtrssince 2020-Q4 | Decreased 0 |
Amazon.com, Inc. | 7.3M | $1.6B | 5.5% | $187.67 | +16.90% | 17 qtrssince 2020-Q4 | Decreased 0 |
MasterCard Incorporated | 2M | $1B | 3.5% | $428.57 | +21.57% | 17 qtrssince 2020-Q4 | Increased 59 |
Coca-Cola Co (The) | 16M | $997.5M | 3.4% | $59.24 | +0.14% | 17 qtrssince 2020-Q4 | Increased 60 |
Alphabet Inc. | 5M | $947.1M | 3.2% | $170.85 | +10.82% | 17 qtrssince 2020-Q4 | Decreased 0 |
RB GLOBAL INC COM | 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 AG | 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% | $30.96 | +332.59% | 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. | 2.9M | $544M | 1.9% | $150.86 | +24.75% | 17 qtrssince 2020-Q4 | Decreased 0 |
Synopsys Inc | 1.1M | $515.5M | 1.8% | $529.92 | -8.41% | 17 qtrssince 2020-Q4 | Increased 54 |
UBS GROUP AG | 16.4M | $502.4M | 1.7% | $19.63 | +45.81% | 15 qtrssince 2021-Q2 | Increased 50 |
Boston Scientific Corporation | 5.6M | $501.8M | 1.7% | $74.50 | +19.89% | 17 qtrssince 2020-Q4 | Decreased 0 |
BECTON DICKINSON & CO | 2.2M | $496.9M | 1.7% | $175.10 | -2.20% | 17 qtrssince 2020-Q4 | Decreased 0 |
Union Pacific Corporation | 2.1M | $489.6M | 1.7% | $212.81 | +3.10% | 17 qtrssince 2020-Q4 | Increased 74 |
Thermo Fisher Scientific Inc | 925,917 | $481.7M | 1.6% | $533.69 | -3.13% | 17 qtrssince 2020-Q4 | Increased 57 |
PEPSICO INC | 3M | $458.3M | 1.6% | $147.46 | -3.77% | 17 qtrssince 2020-Q4 | Increased 71 |
TAIWAN SEMICONDUCTOR MFG LTD | 2.2M | $426.8M | 1.5% | $137.86 | +40.25% | 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 Score: 2/5.0.
Active quarter - 124 new positions, 108 exits, 404 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
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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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