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Vontobel Holding Ltd.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1588340
Institutional-grade research for retail investors

Sector Allocation

  • Technology39.9%$10.3B
  • Financials11.7%$3.0B
  • Industrials10.3%$2.7B
  • Consumer Discretionary8.9%$2.3B
  • Healthcare8.9%$2.3B
  • Materials4.4%$1.1B
  • Other3.8%$966.1M
  • Consumer Staples3.7%$951.9M
  • Utilities2.8%$726.8M
  • Energy2.7%$706.2M

AUM History

13fpro.ai/research/fund/vontobel-holding-ltd-1588340

Conviction and streaks

Concentrating · top 10 = 27.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold6.1% weight · held 11 quartersMSFT$MSFTConviction hold4.2% weight · held 11 quartersUBS$UBSConviction hold2.7% weight · held 11 quartersAMZN$AMZNConviction hold2.6% weight · held 11 quartersGOOG$GOOGConviction hold2.6% weight · held 11 quarters$Accumulating+52% shares · 9 quarters runningABBV$ABBVAccumulating+208% shares · 7 quarters runningJNJ$JNJAccumulating+421% shares · 6 quarters runningEOG$EOGAccumulating+112% shares · 6 quarters runningIP$IPAccumulating+119% shares · 6 quarters runningDE$DETrimming-84% shares · 10 quarters runningAMZN$AMZNTrimming-66% shares · 9 quarters runningINGR$INGRTrimming-81% shares · 9 quarters running$Trimming-8% shares · 8 quarters runningMA$MATrimming-63% shares · 7 quarters running

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/vontobel-holding-ltd-1588340

Vontobel Holding Ltd. 13F holdings — Q3 2026

$27.7B portfolio (-12.0% QoQ) · 1,485 holdings · Q3 2026 13F · top 10 are 28% of the stock portfolio

Includes $1.9B of put/call options ($428.4M puts, $1.5B calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $25.7B. Weights use the stock portfolio.

All holdings — Vontobel Holding Ltd. (Q3 2026)

1,485 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

Company
MA$MAMastercard Inc$396.3M-16%
JNJ$JNJJOHNSON & JOHNSON$382.0M+11%
WM$WMWASTE MANAGEMENT INC$378.8M-22%
LOGI$LOGILOGITECH INTERNATIONAL S.A.$372.3M-17%
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$369.9M+5%
ALC$ALCALCON INC$311.9M-14%
WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$245.0M-30%
CTAS$CTASCINTAS CORP$224.8M-16%
LIN$LINLINDE PLC$220.6M-40%
AMD$AMDADVANCED MICRO DEVICES INC$219.9M-33%
ANET$ANETArista Networks, Inc.$213.3M-23%
APH$APHAMPHENOL CORP /DE/$206.6M+105%
V$VVISA INC.$199.4M+20%
RBA$RBARB GLOBAL INC.$197.1M-38%
AMAT$AMATAPPLIED MATERIALS INC /DE$189.2M-2%

What changed in Q3 2026

Against the previous quarter's 13F: 136 new, 543 added to, 616 trimmed, 118 sold out. Share-count changes; largest moves by dollar size first.

New positions (136)

  • KKR$KKRCALLKKR & Co. Inc.$36.2M

    first bought this quarter

  • BLK$BLKCALLBlackRock, Inc.$32.3M

    first bought this quarter

  • QXO$QXOQXO, Inc.$25.7M

    first bought this quarter

  • TEVA PHARMACEUTICAL INDS LTD - SHS$17.0M

    first bought this quarter

  • SKHY$SKHYSK hynix Inc.$13.8M

    first bought this quarter

  • CEG$CEGCALLConstellation Energy Corp$13.5M

    first bought this quarter

+130 more in the Excel export

Added to (543)

  • NVDA$NVDANVIDIA CORP+13%

    now $1.6B · held 11+ qtrs, 3 adds in a row

  • URI$URIUNITED RENTALS, INC.+8418%

    now $165.3M · held 11+ qtrs, 2 adds in a row

  • APH$APHAMPHENOL CORP /DE/+105%

    now $206.6M · held 11+ qtrs

  • MSFT$MSFTMICROSOFT CORP+9%

    now $1.1B · held 11+ qtrs

  • AME$AMEAMETEK INC/+5932%

    now $82.2M · held 11+ qtrs

  • UNH$UNHUNITEDHEALTH GROUP INC+145%

    now $97.7M · held 11+ qtrs

+537 more in the Excel export

Trimmed (616)

  • NFLX$NFLXNETFLIX INC-89%

    now $30.4M

  • CME$CMECME GROUP INC.-64%

    now $117.2M · held 11+ qtrs, 2 trims in a row

  • BSX$BSXBOSTON SCIENTIFIC CORP-88%

    now $25.6M

  • FERG$FERGFerguson Enterprises Inc. /DE/-50%

    now $169.0M · held 11+ qtrs

  • INTU$INTUINTUIT INC.-89%

    now $20.5M

  • AVGO$AVGOBroadcom Inc.-20%

    now $616.5M · held 11+ qtrs

+610 more in the Excel export

Sold out (118)

  • BLD$BLDQXO Insulation, LLCwas $37.2M

    held 2 qtrs

  • CRM$CRMPUTSalesforce, Inc.was $31.3M
  • EA$EAELECTRONIC ARTS INC.was $21.2M

    held 10+ qtrs

  • NKE$NKEPUTNIKE, Inc.was $18.1M
  • TEVA$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $15.9M

    held 10+ qtrs

  • PBR$PBRCALLPETROBRAS - PETROLEO BRASILEIRO SAwas $6.5M

+112 more in the Excel export

Share

Holdings by quarter

Every 13F Vontobel Holding Ltd. has filed, 23 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Vontobel Holding Ltd.?

Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Vontobel Holding Ltd.'s top 20 holdings: 78/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-0.9%

Value-weighted move of the 10 largest stock positions

Turnover

7%

Last quarter; 44% over the last 4

Top 10 weight

28%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Vontobel Holding Ltd. disclosed 1,485 positions worth $27.7B in its Form 13F-HR for Q3 2026 — $25.7B in common stock plus $1.9B of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 6.1% of the equity portfolio, followed by $MSFT and $UBS. During the quarter the fund opened 136 new positions and exited 118 — including a new stake in $KKR and a full exit from $BLD. The portfolio is most concentrated in Technology (39.9% of disclosed assets). All figures are sourced directly from Vontobel Holding Ltd.’s Form 13F-HR filing with the SEC under CIK 1588340.

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AI-Powered Hedge Fund Analysis: Vontobel Holding Ltd.

13F Pro is an AI hedge fund tracker and stock research platform. For Vontobel Holding Ltd. (SEC CIK: 1588340), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Vontobel Holding Ltd.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.