Vontobel Holding Ltd.

data from 30/09/2025

Capitalization

$ 33.115 B 5.51 %

Average holding period

10 ans

Performance

$ 6.730 B 34.65 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Vontobel Holding Ltd.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.58% 1.847 B $ 3566596 2020/12/31 75.596 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 3.48% 1.153 B $ 5252992 2020/12/31 949.505 K $ 0.08 %
2025/09/30 GOOG ALPHABET INC 3.14% 1.041 B $ 4274800 2020/12/31 268.960 M $ 37.30 %
2025/09/30 NVDA NVIDIA CORPORATION 2.93% 969.669 M $ 5197068 2020/12/31 120.538 M $ 18.10 %
2025/09/30 KO COCA COLA CO 2.65% 876.318 M $ 13213473 2020/12/31 -71.744 M $ -6.26 %
2025/09/30 META META PLATFORMS INC 2.52% 833.722 M $ 1135273 2020/12/31 -4.334 M $ -0.50 %
2025/09/30 RBA RB GLOBAL INC 2.36% 781.862 M $ 7215414 2023/06/30 14.198 M $ 2.04 %
2025/09/30 MA MASTERCARD INCORPORATED 2.30% 760.540 M $ 1337073 2020/12/31 9.344 M $ 1.22 %
2025/09/30 ABT ABBOTT LABS 2.01% 666.437 M $ 4975638 2020/12/31 -13.177 M $ -1.52 %
2025/09/30 GOOGL ALPHABET INC 1.80% 596.150 M $ 2452284 2020/12/31 156.001 M $ 37.94 %
2025/09/30 AVGO BROADCOM INC 1.76% 581.767 M $ 1763412 2020/12/31 53.904 M $ 19.68 %
2025/09/30 UBS UBS GROUP AG 1.71% 564.952 M $ 13835545 2021/06/30 99.255 M $ 21.21 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.65% 546.739 M $ 1957603 2020/12/31 109.323 M $ 23.31 %
2025/09/30 LOGI LOGITECH INTL S A 1.64% 542.726 M $ 4979243 2021/06/30 100.965 M $ 21.70 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 1.58% 524.518 M $ 2335549 2024/09/30 17.301 M $ 3.14 %
2025/09/30 CME CME GROUP INC 1.57% 521.280 M $ 1929308 2020/12/31 -15.856 M $ -1.97 %
2025/09/30 INTU INTUIT 1.56% 517.860 M $ 758313 2020/12/31 -55.427 M $ -13.30 %
2025/09/30 CASY CASEYS GEN STORES INC 1.52% 503.635 M $ 890884 2021/06/30 21.402 M $ 10.79 %
2025/09/30 WM WASTE MGMT INC DEL 1.47% 487.157 M $ 2206026 2020/12/31 -3.238 M $ -3.49 %
2025/09/30 ECL ECOLAB INC 1.42% 470.604 M $ 1718411 2020/12/31 9.001 M $ 1.64 %
2025/09/30 APH AMPHENOL CORP NEW 1.41% 465.311 M $ 3760087 2020/12/31 70.402 M $ 25.32 %
2025/09/30 VMC VULCAN MATLS CO 1.40% 464.945 M $ 1511427 2020/12/31 47.711 M $ 17.94 %
2025/09/30 AAPL APPLE INC 1.40% 463.163 M $ 1818965 2020/12/31 76.391 M $ 24.11 %
2025/09/30 AZO AUTOZONE INC 1.33% 440.037 M $ 102567 2020/12/31 15.713 M $ 15.57 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 1.30% 431.532 M $ 2561326 2020/12/31 -38.171 M $ -8.17 %
2025/09/30 BKNG BOOKING HOLDINGS INC 1.28% 422.973 M $ 78339 2020/12/31 -29.456 M $ -6.74 %
2025/09/30 SNPS SYNOPSYS INC 1.26% 417.112 M $ 845401 2020/12/31 -17.897 M $ -3.76 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.23% 407.282 M $ 4171693 2020/12/31 -41.926 M $ -9.11 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.19% 394.841 M $ 814071 2020/12/31 86.649 M $ 19.62 %
2025/09/30 ALC ALCON AG 1.13% 373.574 M $ 5018994 2021/06/30 -94.205 M $ -15.56 %
2025/09/30 AON AON PLC 0.96% 317.118 M $ 889332 2021/06/30 -82.974 K $ -0.05 %
2025/09/30 ADBE ADOBE INC 0.93% 306.552 M $ 869035 2020/12/31 -27.130 M $ -8.82 %
2025/09/30 CRH CRH PLC 0.85% 282.204 M $ 2353662 2023/09/30 53.695 M $ 30.61 %
2025/09/30 FLUT FLUTTER ENTMT PLC 0.71% 233.925 M $ 832868 2024/03/31 -24.623 M $ -11.44 %
2025/09/30 AMRZ AMRIZE LTD 0.65% 216.627 M $ 4492581 2025/06/30 -8.601 M $ -2.04 %
2025/09/30 ADSK AUTODESK INC 0.65% 214.968 M $ 676701 2020/12/31 1.547 M $ 2.62 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.62% 205.899 M $ 1070606 2020/12/31 -30.797 M $ -12.99 %
2025/09/30 HD HOME DEPOT INC 0.62% 204.044 M $ 503577 2020/12/31 21.248 M $ 10.51 %
2025/09/30 WDAY WORKDAY INC 0.61% 202.852 M $ 842654 2020/12/31 335.381 K $ 0.30 %
2025/09/30 UNP UNION PAC CORP 0.58% 193.081 M $ 816860 2020/12/31 12.330 M $ 2.73 %
2025/09/30 ZTS ZOETIS INC 0.56% 186.434 M $ 1274153 2020/12/31 -15.427 M $ -6.18 %
2025/09/30 NOW SERVICENOW INC 0.54% 178.178 M $ 193613 2020/12/31 -26.886 M $ -10.49 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.53% 176.387 M $ 2823545 2020/12/31 -13.512 M $ -7.37 %
2025/09/30 V VISA INC 0.53% 175.731 M $ 514768 2020/12/31 -7.782 M $ -3.85 %
2025/09/30 PGR PROGRESSIVE CORP 0.52% 173.112 M $ 701000 2020/12/31 -14.465 M $ -7.46 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.46% 152.892 M $ 229505 2020/12/31 11.575 M $ 7.82 %
2025/09/30 INDA ISHARES TR 0.44% 144.762 M $ 2780668 2021/03/31 -10.034 M $ -6.51 %
2025/09/30 IBN ICICI BANK LIMITED 0.41% 134.622 M $ 4453255 2021/06/30 -17.358 M $ -10.14 %
2025/09/30 LIN LINDE PLC 0.40% 134.079 M $ 282271 2023/03/31 1.636 M $ 1.24 %
2025/09/30 MELI MERCADOLIBRE INC 0.40% 131.488 M $ 56265 2020/12/31 -22.663 M $ -10.59 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.36% 117.988 M $ 1557394 2020/12/31 -5.885 M $ -5.02 %
2025/09/30 AMAT APPLIED MATLS INC 0.36% 117.738 M $ 575062 2020/12/31 18.006 M $ 11.84 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.34% 114.038 M $ 361531 2020/12/31 8.908 M $ 8.80 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.34% 111.656 M $ 602178 2020/12/31 17.601 M $ 21.39 %
2025/09/30 NVDA NVIDIA CORPORATION 0.34% 111.314 M $ 596600 2025/06/30 11.179 M $ 18.10 %
2025/09/30 CPRT COPART INC 0.33% 110.458 M $ 2456270 2020/12/31 -10.459 M $ -8.36 %
2025/09/30 IRM IRON MTN INC DEL 0.33% 109.941 M $ 1078487 2024/09/30 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.33% 108.279 M $ 667565 2020/12/31 -18.044 M $ -10.94 %
2025/09/30 XYL XYLEM INC 0.32% 105.765 M $ 717049 2020/12/31 12.550 M $ 14.02 %
2025/09/30 STLA STELLANTIS N.V 0.32% 105.035 M $ 11379810 2021/06/30 -6.457 M $ -6.88 %
2025/09/30 IQV IQVIA HLDGS INC 0.32% 104.549 M $ 550430 2020/12/31 1.765 M $ 20.53 %
2025/09/30 MSTR STRATEGY INC 0.32% 104.396 M $ 324000 2025/06/30 -15.444 M $ -20.29 %
2025/09/30 TSLA TESLA INC 0.30% 98.283 M $ 221000 2025/06/30 25.044 M $ 40.00 %
2025/09/30 TCOM TRIP COM GROUP LTD 0.30% 98.167 M $ 1305417 2020/12/31 18.632 M $ 28.24 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.29% 96.227 M $ 527500 2025/06/30 11.248 M $ 33.82 %
2025/09/30 IDXX IDEXX LABS INC 0.28% 94.162 M $ 147384 2020/12/31 42.408 M $ 19.12 %
2025/09/30 LLY ELI LILLY & CO 0.25% 83.950 M $ 110026 2020/12/31 -1.712 M $ -2.12 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.25% 83.113 M $ 196970 2021/06/30 -3.081 M $ -3.53 %
2025/09/30 SPGI S&P GLOBAL INC 0.25% 81.512 M $ 167475 2020/12/31 -7.417 M $ -7.70 %
2025/09/30 CSCO CISCO SYS INC 0.25% 81.504 M $ 1191232 2020/12/31 -1.151 M $ -1.38 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.24% 78.704 M $ 224063 2020/12/31 9.767 M $ 13.99 %
2025/09/30 NVDA NVIDIA CORPORATION 0.23% 77.244 M $ 414000 2025/06/30 19.753 M $ 18.10 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.23% 76.174 M $ 101 2020/12/31 2.972 M $ 3.49 %
2025/09/30 CRM SALESFORCE INC 0.23% 75.666 M $ 319264 2020/12/31 -11.125 M $ -13.09 %
2025/09/30 NEE NEXTERA ENERGY INC 0.22% 72.639 M $ 962237 2020/12/31 5.091 M $ 8.74 %
2025/09/30 FSLR FIRST SOLAR INC 0.22% 71.418 M $ 323848 2020/12/31 12.856 M $ 33.22 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.22% 71.319 M $ 1622737 2020/12/31 920.042 K $ 1.57 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.21% 70.909 M $ 1057402 2020/12/31 -6.786 M $ -9.77 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.21% 70.769 M $ 347554 2020/12/31 -447.817 K $ -0.50 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.20% 67.151 M $ 294873 2021/06/30 2.987 M $ 4.23 %
2025/09/30 PWR QUANTA SVCS INC 0.20% 66.739 M $ 161042 2020/12/31 6.743 M $ 9.61 %
2025/09/30 GILD GILEAD SCIENCES INC 0.20% 66.584 M $ 599860 2020/12/31 26.688 K $ 0.12 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.20% 65.099 M $ 467697 2020/12/31 34.908 K $ 0.06 %
2025/09/30 RACE FERRARI N V 0.20% 64.981 M $ 134509 2021/06/30 -538.663 K $ -1.13 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.19% 64.370 M $ 765666 2021/06/30 5.598 M $ 8.62 %
2025/09/30 TJX TJX COS INC NEW 0.19% 64.189 M $ 444092 2020/12/31 6.065 M $ 17.05 %
2025/09/30 ORCL ORACLE CORP 0.19% 64.134 M $ 228039 2020/12/31 16.455 M $ 28.64 %
2025/09/30 VLTO VERALTO CORP 0.19% 63.367 M $ 594377 2023/12/31 2.964 M $ 5.61 %
2025/09/30 EEM ISHARES TR 0.19% 62.657 M $ 1173344 2020/12/31 5.849 M $ 10.70 %
2025/09/30 YUMC YUM CHINA HLDGS INC 0.19% 62.015 M $ 1444892 2020/12/31 -2.430 M $ -4.00 %
2025/09/30 MSCI MSCI INC 0.18% 59.256 M $ 104433 2020/12/31 -1.004 M $ -1.62 %
2025/09/30 LOW LOWES COS INC 0.18% 58.477 M $ 232688 2020/12/31 6.538 M $ 13.27 %
2025/09/30 CPA COPA HOLDINGS SA 0.18% 58.284 M $ 490521 2022/12/31 4.887 M $ 8.05 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.18% 58.039 M $ 205694 2020/12/31 -2.999 M $ -4.28 %
2025/09/30 B BARRICK MNG CORP 0.17% 56.198 M $ 1714930 2025/06/30 14.366 M $ 57.40 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.17% 54.742 M $ 356277 2020/12/31 -1.646 M $ -3.56 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.17% 54.635 M $ 337691 2020/12/31 6.928 M $ 14.02 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.16% 53.017 M $ 194400 2025/09/30 0.000 $ 0.00 %
2025/09/30 RY ROYAL BK CDA 0.16% 52.856 M $ 358695 2020/12/31 1.452 M $ 11.96 %
2025/09/30 SW SMURFIT WESTROCK PLC 0.16% 52.854 M $ 1241578 2024/09/30 -731.483 K $ -1.34 %