Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,432 positions
MICROSOFT CORP | 3.1M | $1.5B | 4.7% | $381.95 | +25.82% | 21 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 4.7M | $1.1B | 3.4% | $187.67 | +22.99% | 21 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 3.4M | $1.1B | 3.4% | $174.38 | +79.60% | 21 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORPORATION | 4.8M | $891M | 2.8% | $61.31 | +203.46% | 21 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 2.2M | $692.5M | 2.2% | $155.36 | +101.08% | 21 qtrssince 2020-Q4 | Decreased 0 |
UBS GROUP AG | 13.9M | $646.7M | 2.0% | $20.12 | +124.41% | 19 qtrssince 2021-Q2 | Increased 54 |
BROADCOM INC | 1.8M | $636.8M | 2.0% | $222.46 | +54.73% | 21 qtrssince 2020-Q4 | Increased 56 |
WASTE MGMT INC DEL | 2.8M | $613.9M | 1.9% | $215.20 | +3.22% | 21 qtrssince 2020-Q4 | Increased 61 |
META PLATFORMS INC | 901,905 | $595.3M | 1.9% | $690.32 | -4.62% | 21 qtrssince 2020-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1M | $587.8M | 1.9% | $428.57 | +32.55% | 21 qtrssince 2020-Q4 | Decreased 0 |
COCA COLA CO | 8.1M | $564.3M | 1.8% | $59.74 | +14.80% | 21 qtrssince 2020-Q4 | Decreased 0 |
FERGUSON ENTERPRISES INC | 2.3M | $511.4M | 1.6% | $168.08 | +30.45% | 6 qtrssince 2024-Q3 | Decreased 0 |
CME GROUP INC | 1.7M | $476.2M | 1.5% | $182.68 | +45.24% | 21 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTL S A | 4.6M | $471.2M | 1.5% | $86.27 | +18.80% | 19 qtrssince 2021-Q2 | Decreased 0 |
RB GLOBAL INC | 4.6M | $471.1M | 1.5% | $79.48 | +31.77% | 11 qtrssince 2023-Q2 | Decreased 0 |
APPLE INC | 1.6M | $444.4M | 1.4% | $161.68 | +67.69% | 21 qtrssince 2020-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.4M | $432.1M | 1.4% | $155.70 | +93.66% | 21 qtrssince 2020-Q4 | Decreased 0 |
INTUIT | 642,705 | $425.7M | 1.3% | $637.06 | +3.01% | 21 qtrssince 2020-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 3.4M | $424M | 1.3% | $102.44 | +20.07% | 21 qtrssince 2020-Q4 | Decreased 0 |
VULCAN MATLS CO | 1.4M | $399.8M | 1.3% | $263.51 | +7.62% | 21 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $31.7B across 1432 positions as of Q4 2025. Top holdings: MSFT (4.7%), AMZN (3.4%), GOOG (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 113 new positions, 91 exits, 478 increased. Top move: WM (INCREASED, conviction 61). Portfolio: $31.7B across 1432 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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