Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,432 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.1M | $1.5B | 4.7% | $384.64 | +26.74% | 21 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 4.7M | $1.1B | 3.4% | $185.89 | +25.09% | 21 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 3.4M | $1.1B | 3.4% | $174.23 | +80.54% | 21 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 4.8M | $891M | 2.8% | $127.89 | +46.65% | 21 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $692.5M | 2.2% | $157.16 | +99.70% | 21 qtrssince 2020-Q4 | Decreased 0 |
UBS GROUP AG- REG | 13.9M | $646.7M | 2.0% | $20.75 | +124.22% | 19 qtrssince 2021-Q2 | Increased 54 |
BROADCOM INC | 1.8M | $636.8M | 2.0% | $250.20 | +39.83% | 21 qtrssince 2020-Q4 | Increased 56 |
WASTE MANAGEMENT INC | 2.8M | $613.9M | 1.9% | $215.20 | +3.22% | 21 qtrssince 2020-Q4 | Increased 61 |
META PLATFORMS INC-CLASS A | 901,905 | $595.3M | 1.9% | $688.57 | -3.28% | 21 qtrssince 2020-Q4 | Decreased 0 |
MASTERCARD INC - A | 1M | $587.8M | 1.9% | $429.62 | +34.20% | 21 qtrssince 2020-Q4 | Decreased 0 |
COCA-COLA CO/THE | 8.1M | $564.3M | 1.8% | $60.86 | +15.14% | 21 qtrssince 2020-Q4 | Decreased 0 |
FERGUSON ENTERPRISES INC | 2.3M | $511.4M | 1.6% | $170.48 | +31.78% | 6 qtrssince 2024-Q3 | Decreased 0 |
CME GROUP INC | 1.7M | $476.2M | 1.5% | $187.99 | +46.73% | 21 qtrssince 2020-Q4 | Decreased 0 |
LOGITECH INTERNATIONAL-REG | 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 SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.4M | $432.1M | 1.4% | $157.31 | +90.44% | 21 qtrssince 2020-Q4 | Decreased 0 |
INTUIT INC | 642,705 | $425.7M | 1.3% | $644.96 | +3.67% | 21 qtrssince 2020-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 3.4M | $424M | 1.3% | $102.44 | +20.07% | 21 qtrssince 2020-Q4 | Decreased 0 |
VULCAN MATERIALS 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 Rating: 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
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