Arkolith/Funds/Vontobel Holding Ltd.

Vontobel Holding Ltd.

CIK 1588340Asset manager
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Vontobel Holding Ltd. holds a diversified book of 1197 stocks worth $29.9B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Credicorp Ltd and trimmed UBS Group AG-Reg. Their largest long position is Nvidia Corp at 4% of the equity book. They also disclosed $317.1M in put options (a bearish bet) and $1.2B in call options (bullish), shown separately below and excluded from the equity book.

Opened
186
bought for the first time
Added to
456
already held, bought more
Trimmed
558
sold some, still holds it
Sold out
96
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
23%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Information Technology
37%
Industrials
15%
Financials
11%
Consumer Discretionary
8%
Health Care
8%
Materials
6%
Utilities
4%
ETF / fund or unclassified
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Vontobel Holding Ltd.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.2T
FMR LLC80 / 80$821.2B
MORGAN STANLEY80 / 80$532.8B
JPMORGAN CHASE & CO80 / 80$522.8B
BANK OF AMERICA CORP /DE/80 / 80$337.4B
NORTHERN TRUST CORP80 / 80$303.4B
GOLDMAN SACHS GROUP INC80 / 80$256.8B
Bank of New York Mellon Corp80 / 80$203.5B

Ranked by how many of Vontobel Holding Ltd.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,197 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.2B6.11M
4.1%
+5.8%
Added · +333K sh
2Broadcom Inc
COM
$831.7M2.20M
2.8%
+36%
Added · +581K sh
3UBS Group AG
SHS
$728.4M14.70M
2.4%
−2.8%
Reduced · −428K sh
4Microsoft Corp
COM
$719.1M1.93M
2.4%
−39%
Reduced · −1.3M sh
5Amazon Com Inc
COM
$704.3M2.96M
2.4%
−21%
Reduced · −795K sh
6Alphabet Inc
CAP STK CL A
$687.9M1.92M
2.3%
−11%
Reduced · −233K sh
7Alphabet Inc
CAP STK CL C
$530.6M1.50M
1.8%
−1.8%
Reduced · −27K sh
8Waste Mgmt Inc Del
COM
$529.5M2.38M
1.8%
−19%
Reduced · −551K sh
9Coca Cola Co
COM
$520.7M6.41M
1.7%
−9.4%
Reduced · −669K sh
10Apple Inc
COM
$479.6M1.66M
1.6%
−12%
Reduced · −230K sh
11RB Global Inc
COM
$458.3M3.94M
1.5%
−11%
Reduced · −482K sh
12Micron Technology Inc
COM
$457.4M396.3K
1.5%
+41%
Added · +115K sh
13Mastercard Incorporated
CL A
$437.3M851.4K
1.5%
−9.3%
Reduced · −88K sh
14Logitech Intl S A
SHS
$413.8M4.42M
1.4%
−8.9%
Reduced · −433K sh
15Linde PLC
SHS
$400.9M772.6K
1.3%
+172%
Added · +489K sh
16Alcon AG
ORD SHS
$381.2M5.64M
1.3%
+3.3%
Added · +180K sh
17Taiwan Semiconductor Manufac
SPONSORED ADS
$367.6M769.8K
1.2%
−31%
Reduced · −352K sh
18Ferguson Enterprises Inc
COMMON STOCK NEW
$361.2M1.52M
1.2%
+6.5%
Added · +92K sh
19Wabtec
COM
$330.9M1.23M
1.1%
+532%
Added · +1.0M sh
20Johnson & Johnson
COM
$330.4M1.30M
1.1%
+29%
Added · +291K sh
21Advanced Micro Devices Inc
COM
$309.5M532.8K
1.0%
+2.1%
Added · +11K sh
22Synopsys Inc
COM
$309.4M693.5K
1.0%
+2.5%
Added · +17K sh
23Netflix Inc.
COM
$282.9M3.96M
0.9%
−18%
Reduced · −869K sh
24Applied Matls Inc
COM
$271.9M376.0K
0.9%
−4.4%
Reduced · −17K sh
25Cme Group Inc
COM
$271.8M1.23M
0.9%
−39%
Reduced · −793K sh
26Enbridge Inc
COM
$259.9M4.80M
0.9%
+354%
Added · +3.7M sh
27Amrize Ltd
SHS
$254.1M4.80M
0.9%
+18%
Added · +734K sh
28Iron MTN Inc Del
COM
$242.5M1.92M
0.8%
−9.3%
Reduced · −197K sh
29Cintas Corp
COM
$234.5M1.38M
0.8%
−2.3%
Reduced · −33K sh
30Arista Networks Inc
COM SHS
$230.1M1.35M
0.8%
+187%
Added · +883K sh
31Quanta Svcs Inc
COM
$223.3M310.1K
0.7%
+133%
Added · +177K sh
32Intercontinental Exchange In
COM
$218.9M1.78M
0.7%
−8.9%
Reduced · −173K sh
33Amphenol Corp
CL A
$211.3M1.20M
0.7%
−33%
Reduced · −585K sh
34NextEra Energy Inc
COM
$209.9M2.39M
0.7%
+20%
Added · +402K sh
35Boston Scientific Corp
COM
$207.9M4.87M
0.7%
−39%
Reduced · −3.1M sh
36Emerson Elec Co
COM
$200.0M1.40M
0.7%
+9.2%
Added · +118K sh
37Celestica Inc
COM
$195.5M536.5K
0.7%
60×
Added · +528K sh
38TJX Cos Inc New
COM
$192.6M1.27M
0.6%
−24%
Reduced · −406K sh
39Nvent Elec PLC
SHS
$190.2M1.12M
0.6%
+169%
Added · +704K sh
40Kla Corp
COM NEW
$185.0M613.2K
0.6%
15×
Added · +572K sh
41Union Pac Corp
COM
$179.9M661.3K
0.6%
+14%
Added · +81K sh
42Aon PLC
SHS CL A
$179.4M540.8K
0.6%
−46%
Reduced · −458K sh
43Marvell Technology Inc
COM
$176.3M591.8K
0.6%
−40%
Reduced · −387K sh
44Autozone Inc
COM
$175.4M54.9K
0.6%
−45%
Reduced · −46K sh
45Intuit
COM
$174.5M668.4K
0.6%
−23%
Reduced · −194K sh
46Ecolab Inc
COM
$173.6M623.0K
0.6%
−29%
Reduced · −258K sh
47State STR SPDR S&P 500 ETF T
TR UNIT
$172.9M231.5K
0.6%
+0.4%
Added · +936 sh
48Allegion PLC
ORD SHS
$172.7M1.23M
0.6%
+9.1%
Added · +103K sh
49Intel Corp
COM
$171.4M1.23M
0.6%
+86%
Added · +566K sh
50CRH PLC
ORD
$169.9M1.59M
0.6%
−22%
Reduced · −447K sh
Showing 50 of 1,197 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$317.1M
Call notional (bullish)$1.2B
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishNVIDIA CORPNVDA$195.7M978K
CALL · bullishMICROSOFT CORPMSFT$79.3M213K
CALL · bullishMICRON TECHNOLOGY INCMU$74.0M64K
CALL · bullishADVANCED MICRO DEVICESAMD$63.9M110K
PUT · bearishTESLA INCTSLA$59.3M141K
CALL · bullishSTELLANTIS NVSTLA$46.6M8.2M
CALL · bullishUBS GROUP AG-REGUBS$45.1M911K
CALL · bullishTESLA INCTSLA$40.1M95K
PUT · bearishNVIDIA CORPNVDA$36.6M183K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$33.3M59K
PUT · bearishSALESFORCE INCCRM$31.3M200K
CALL · bullishROBINHOOD MARKETS INC - AHOOD$29.4M293K
CALL · bullishSPACE EXPLORATION TECHN CORP$26.6M156K
PUT · bearishSPACE EXPLORATION TECHN CORP$26.6M155K
CALL · bullishBROADCOM INCAVGO$25.4M67K
CALL · bullishALCON INCALC$24.5M362K
CALL · bullishAMAZON.COM INCAMZN$22.3M93K
CALL · bullishSTRATEGY INCMSTR$20.8M240K
PUT · bearishNIKE INC -CL BNKE$18.1M440K
CALL · bullishINTEL CORPINTC$18.0M129K
CALL · bullishALPHABET INC-CL AGOOGL$17.7M49K
PUT · bearishSANDISK CORPSNDK$16.8M7K
PUT · bearishADVANCED MICRO DEVICESAMD$16.3M28K
CALL · bullishAPPLE INCAAPL$16.0M55K
CALL · bullishALIBABA GROUP HOLDING-SP ADRBABA$15.7M164K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 272 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 20263,315$31.4B13F-HR
Q1 2026Mar 31, 2026May 8, 20263,011$29.1B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20263,242$31.7B13F-HR
Q3 2025Sep 30, 2025Oct 15, 20253,128$33.1B13F-HR
Q2 2025Jun 30, 2025Jul 23, 20253,064$31.4B13F-HR
Q1 2025Mar 31, 2025Apr 28, 20252,681$27.4B13F-HR
Q4 2024Dec 31, 2024Jan 30, 20252,661$29.2B13F-HR
Q3 2024Sep 30, 2024Oct 16, 20242,597$31.0B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20242,610$30.8B13F-HR
Q1 2024Mar 31, 2024May 10, 20242,490$12.5B13F-HR
Q4 2023Dec 31, 2023Jun 4, 20242,506$11.9B13F-HR/A
Q3 2023Sep 30, 2023Jun 4, 20242,345$10.8B13F-HR/A
Q2 2023Jun 30, 2023Jun 4, 20242,393$11.4B13F-HR/A
Q1 2023Mar 31, 2023Jun 4, 20242,346$10.7B13F-HR/A
Q4 2022Dec 31, 2022Feb 14, 20232,497$9.9B13F-HR
Q3 2022Sep 30, 2022Nov 4, 20222,439$8.6B13F-HR
Q2 2022Jun 30, 2022Jul 27, 20222,372$9.2B13F-HR
Q1 2022Mar 31, 2022May 13, 20222,484$11.6B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20222,435$12.0B13F-HR/A
Amended / restated
  • Q4 2023 · filed Jan 30, 202413F-HR · superseded
  • Q3 2023 · filed Oct 11, 202313F-HR · superseded
  • Q2 2023 · filed Jul 24, 202313F-HR · superseded
  • Q1 2023 · filed Apr 12, 202313F-HR · superseded
  • Q4 2021 · filed Feb 10, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.