Vontobel Holding LTD.
Vontobel Holding LTD is a publicly listed, Swiss-based investment management firm founded in 1936. Headquartered in Zurich, it operates globally across 28 offices, specializing in wealth management, active asset management, and investment solutions for private and institutional clients. Majority family-owned, Vontobel employs over 2,200 professionals dedicated to providing investment services and advisory. Its shares are traded on SIX Swiss Exchange and the firm has a strong history of organic growth and selective acquisitions.
Investment Strategy
Vontobel follows an active investment strategy through a series of specialist boutiques covering all major asset classes, focusing on delivering long-term value growth with limited fund lineup churn and strong portfolio manager alignment. Each boutique maintains autonomy in investment approach while central oversight ensures robust risk management. The firm emphasizes quality growth equity and emerging markets debt, aiming for stable, long-term performance supported by organic growth and strategic acquisitions. Its investment approach prioritizes client-centric solutions, risk-adjusted performance, and high retention among investment staff, though some segments are being reorganized or require further development.
Top Holdings
Equity Positions (1,116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.58% | $1.85B | 3,566,596 | $397.23 | $517.95 | +$16.6M |
A AMZN | AMAZON COM INC | 3.48% | $1.15B | 5,252,992 | $191.22 | $219.57 | -$3.9M |
G GOOG | ALPHABET INC | 3.14% | $1.04B | 4,274,800 | $176.69 | $243.55 | +$320.0M |
N NVDA | NVIDIA CORPORATION | 2.93% | $969.7M | 5,197,068 | $61.49 | $186.58 | +$303.6M |
K KO | COCA COLA CO | 2.65% | $876.3M | 13,213,473 | $63.35 | $66.32 | -$269.5M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Bought | Put | $111.3M | 5,966 | $186.58 | $167.84 | +2,056 | +$49.5M |
M MSTR | STRATEGY INC | Bought | Call | $104.4M | 3,240 | $322.21 | $369.88 | +1,357 | +$28.3M |
T TSLA | TESLA INC | Bought | Put | $98.3M | 2,210 | $444.72 | $331.40 | +239 | +$35.7M |
P PLTR | PALANTIR TECHNOLOGIES INC | Bought | Put | $96.2M | 5,275 | $182.42 | $161.10 | +2,835 | +$63.0M |
N NVDA | NVIDIA CORPORATION | Sold | Call | $77.2M | 4,140 | $186.58 | $157.99 | -2,769 | -$31.9M |