Vontobel Swiss Wealth Advisors AG

13F Filings History

Latest 13F report
Q2 2025 - Jul 23, 2025
Signature - Title
Rebecca Brunner - Executive Director
Location
Zurich, Switzerland
Summary
This page shows a list of all the recent 13F filings made by Vontobel Swiss Wealth Advisors AG. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vontobel Swiss Wealth Advisors AG reported 80 stock holdings with total value $195M as of Q2 2021. Top holdings included AAPL, MSFT, AMD, PANW, and V. Vontobel Holding Ltd. is reporting for Vontobel Swiss Wealth Advisors AG.
Holdings Value

Vontobel Holding Ltd. is reporting for Vontobel Swiss Wealth Advisors AG:

Name Holdings Value Location File Number
Vontobel Holding Ltd. $30.4B Zurich, Switzerland 028-20714
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 13F-NT 5/16/2023, 10:37 AM
Q4 2022 13F-NT 2/15/2023, 12:48 PM
Q3 2022 13F-NT 11/3/2022, 06:14 PM
Q2 2022 13F-NT 7/26/2022, 06:44 PM
Q1 2022 13F-NT 4/25/2023, 02:43 PM
Q1 2022 13F-NT 5/13/2022, 08:49 AM
Q4 2021 13F-NT 1/24/2022, 07:03 AM
Q3 2021 13F-NT 11/12/2021, 09:28 AM
Q2 2021 80 $195M +$19.5M -$14.2M +$5.35M AAPL, MSFT, AMD, PANW, V 13F-HR 7/27/2021, 09:38 PM
Q1 2021 70 $179M +$32.1M -$30.3M +$1.88M V, AMD, MSFT, AAPL, LOW 13F-HR 5/3/2021, 08:50 PM
Q4 2020 72 $176M +$26.9M -$6.88M +$20M V, AMD, AAPL, PANW, HON 13F-HR 2/2/2021, 05:56 AM
Q3 2020 64 $143M +$21.6M -$14.8M +$6.86M AAPL, AVGO, NKE, XYL, V 13F-HR 10/27/2020, 05:14 PM
Q2 2020 80 $152M +$10M -$7.89M +$2.14M AAPL, PANW, AVGO, MSFT, BABA 13F-HR 7/30/2020, 09:43 PM
Q1 2020 85 $131M +$24.6M -$14.2M +$10.4M AAPL, BABA, GILD, PANW, AVGO 13F-HR 5/6/2020, 03:52 PM
Q4 2019 94 $153M +$23.6M -$28.6M -$4.98M AAPL, PANW, MSFT, BMY, TMO 13F-HR 2/5/2020, 04:00 PM
Q3 2019 102 $155M +$3.04M -$18.5M -$15.5M GOOGL, AAPL, PANW, INTC, MSFT 13F-HR 10/25/2019, 02:35 PM
Q2 2019 115 $187M +$102M -$7.29M +$94.3M GOOGL, AAPL, PANW, MINT, FLOT 13F-HR 8/12/2019, 03:40 PM
Q1 2019 57 $92.1M +$30M -$58.7M -$28.7M FLOT, PANW, CSCO, STZ, IQV 13F-HR 5/2/2019, 11:29 AM
Q4 2018 77 $135M +$20.8M -$27.4M -$6.55M EZU, FLOT, EWJ, EWL, EWG 13F-HR 2/11/2019, 07:06 PM
Q3 2018 86 $171M +$3.38M -$10.3M -$6.88M EZU, EWJ, FLOT, EWG, EWL 13F-HR 11/13/2018, 07:43 AM
Q2 2018 85 $176M +$11.3M -$10.4M +$846K EZU, EWJ, EWG, EWL, FLOT 13F-HR 8/10/2018, 02:13 PM
Q1 2018 86 $190M +$25.7M -$6.37M +$19.3M EWL, EWG, EZU, EWJ, FLOT 13F-HR 5/11/2018, 05:10 PM
Q4 2017 83 $170M +$26.8M -$11.4M +$15.4M EWG, EZU, EWL, EWJ, DFE 13F-HR 2/5/2018, 05:11 PM
Q3 2017 71 $164M +$10.2M -$1.13M +$9.05M EWG, TIP, EZU, EWL, DFE 13F-HR 11/6/2017, 04:19 PM
Q2 2017 68 $157M +$8.5M -$19M -$10.5M EWG, TIP, EZU, EWL, DFE 13F-HR 7/24/2017, 04:23 PM
Q1 2017 68 $185M +$49.1M -$31.4M +$17.7M EWL, TIP, EZU, EWG, DFE 13F-HR 5/12/2017, 08:07 AM
Q4 2016 69 $163M +$32.2M -$17.2M +$15M EEMV, EWL, TIP, DXJ, IYJ 13F-HR 2/7/2017, 08:43 PM
Q3 2016 71 $187M +$22.4M -$21.3M +$1.11M EEMV, EWL, TIP, EMLCXXXX, DXJ 13F-HR 11/10/2016, 02:25 PM
Q2 2016 73 $169M +$45.9M -$19.3M +$26.6M EEMV, EWL, EMLCXXXX, DTRE, DXJ 13F-HR 8/10/2016, 10:39 AM
Q1 2016 68 $188M +$29M -$3.47M +$25.5M DXJ, EWL, EMLCXXXX, EEM, DTRE 13F-HR 5/13/2016, 01:46 PM
Q4 2015 58 $170M +$34.8M -$12.1M +$22.7M DXJ, EWL, EEM, EMLCXXXX, DTRE 13F-HR 1/25/2016, 08:47 AM
Q3 2015 48 $140M +$20.5M -$24.6M -$4.04M EEM, EWL, EMLCXXXX, EWJXXXX, DTRE 13F-HR 11/2/2015, 07:02 AM
Q2 2015 39 $149M +$40.5M -$8.95M +$31.6M EEM, EWL, EWJXXXX, DTRE, DXJ 13F-HR 7/31/2015, 08:27 PM
Q1 2015 43 $147M +$28.2M -$16.3M +$11.8M DXJ, EEM, EMLCXXXX, DTRE, EWL 13F-HR 5/12/2015, 07:42 PM
Q4 2014 114 $137M DTRE, DXJ, EEM, EMLCXXXX, EWL 13F-HR 2/19/2015, 12:29 PM