Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Vontobel Holding Ltd. Stock Portfolio

Vontobel Holding Ltd. Performance:
2025 Q3: 3.35%YTD: 8.61%2024: 10.98%
Performance for 2025 Q3 is 3.35%, and YTD is 8.61%, and 2024 is 10.98%.

About Vontobel Holding Ltd. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Vontobel Holding Ltd. reported an equity portfolio of $33.1 Billions as of 30 Sep, 2025.

The top stock holdings of Vontobel Holding Ltd. are MSFT, AMZN, GOOG. The fund has invested 5.6% of it's portfolio in MICROSOFT CORP and 3.5% of portfolio in AMAZON COM INC.

The fund managers got completely rid off ANSYS INC (ANSS), WALGREENS BOOTS ALLIANCE INC (WBA) and FOMENTO ECONOMICO MEXICANO S (FMX) stocks. They significantly reduced their stock positions in AVALONBAY CMNTYS INC (AVB), SUNRUN INC (RUN) and SOUNDHOUND AI INC (SOUN). Vontobel Holding Ltd. opened new stock positions in IRON MTN INC DEL (IRM), WESCO INTL INC (WCC) and WOLFSPEED INC. The fund showed a lot of confidence in some stocks as they added substantially to TOAST INC (TOST), WABTEC (WAB) and ALLEGION PLC (ALLE).

Vontobel Holding Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Vontobel Holding Ltd. made a return of 3.35% in the last quarter. In trailing 12 months, it's portfolio return was 7.68%.

New Buys

Ticker$ Bought
iron mtn inc del109,941,000
wesco intl inc28,112,200
wolfspeed inc16,669,400
garrett motion inc10,704,500
aebi schmidt hldg ag4,488,430
proshares tr2,784,750
proshares tr2,738,660
New stocks bought by Vontobel Holding Ltd.

Additions

Ticker% Inc.
toast inc9,671
wabtec3,455
allegion plc3,264
transdigm group inc1,308
gen digital inc1,275
circle internet group inc1,241
iqvia hldgs inc909
baxter intl inc843
Additions to existing portfolio by Vontobel Holding Ltd.

Reductions

Ticker% Reduced
lkq corp-88.18
pepsico inc-83.41
carrier global corporation-78.21
accenture plc ireland-76.81
kla corp-73.43
ke hldgs inc-72.85
fedex corp-71.32
snowflake inc-68.66
Vontobel Holding Ltd. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Vontobel Holding Ltd.

Sector Distribution

Vontobel Holding Ltd. has about 27.3% of it's holdings in Technology sector.

Sector%
Technology27.3
Others15.4
Consumer Cyclical10.5
Financial Services9.7
Industrials8.6
Communication Services8.5
Healthcare8.3
Basic Materials4.7
Consumer Defensive4.5
Real Estate1.1

Market Cap. Distribution

Vontobel Holding Ltd. has about 81.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP46.5
MEGA-CAP35.3
UNALLOCATED16.3
MID-CAP1.1

Stocks belong to which Index?

About 74.1% of the stocks held by Vontobel Holding Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50073
Others25.8
RUSSELL 20001.1
Top 5 Winners (%)%
BE
bloom energy corp
253.6 %
TLRY
tilray brands inc
220.5 %
UUUU
energy fuels inc
166.0 %
CIFR
cipher mining inc
163.4 %
WULF
terawulf inc
160.7 %
Top 5 Winners ($)$
GOOG
alphabet inc
269.0 M
GOOG
alphabet inc
156.0 M
NVDA
nvidia corporation
120.5 M
LOGI
logitech intl s a
97.8 M
TMO
thermo fisher scientific inc
86.6 M
Top 5 Losers (%)%
BYND
beyond meat inc
-38.0 %
RDW
redwire corporation
-37.9 %
FDS
factset resh sys inc
-36.0 %
BRBR
bellring brands inc
-35.1 %
IT
gartner inc
-35.0 %
Top 5 Losers ($)$
KO
coca cola co
-71.7 M
INTU
intuit
-55.4 M
BSX
boston scientific corp
-41.9 M
ICE
intercontinental exchange in
-38.2 M
AMT
american tower corp new
-30.8 M

Vontobel Holding Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Vontobel Holding Ltd.

Vontobel Holding Ltd. has 1142 stocks in it's portfolio. About 28.8% of the portfolio is in top 10 stocks. KO proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Vontobel Holding Ltd. last quarter.

Last Reported on: 15 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions