Vontobel Holding Ltd.
Annual return '25
+27.2%
SPY '25
+17.7%
Alpha
+9.5ptsvs SPY
Invested
$29.1B
Holdings
1,107
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Increased +441.9% (100.0k → 541.9k shares)
4.7%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 98.7% (3.30M → 42.5k shares)
4.0%
03
$AMZN
AMAZON COM INC
Q1 2026: Increased +52341.0% (10.0k → 5.24M shares)
3.1%
04
$WM
WASTE MGMT INC DEL
Q1 2026: Exited (was 13.5k shares)
2.7%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +1002.8% (72.0k → 794.0k shares)
2.5%
06
$CME
CME GROUP INC
Q1 2026: Sold 4.3% (500.9k → 479.3k shares)
2.4%
07
$KO
COCA COLA CO
Q1 2026: Increased +43937.9% (4.5k → 1.98M shares)
2.1%
08
$AVGO
BROADCOM INC
Q1 2026: Increased +10419.6% (55.0k → 5.79M shares)
2.0%
09
$BSX
BOSTON SCIENTIFIC CORP
Q1 2026: Increased +19.3% (430.2k → 513.1k shares)
2.0%
10
$AAPL
APPLE INC
Q1 2026: Increased +340.2% (198.0k → 871.7k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.