Company / strategic investorRegistered location :8022 Zürich

Vontobel Fonds Services AGDeclared Swiss shareholdings

Vontobel Fonds Services AG: 6 Swiss companies with a declared holding, including Calida Holding AG, Interroll Holding AG, Medartis Holding AG. Latest filing: 15.08.2026.

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Estimated value (CHF): …
Swiss companies held: 6
Largest position: 5,06 %; Calida Holding AG
12-month trend: Not determinable; 0 rate rises · 0 rate falls
Latest filing: 15.08.2026; Active since 2002

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Calida Holding AG

Interroll Holding AG

Medartis Holding AG

Arbonia AG

AEVIS VICTORIA SA

Swiss Steel Holding AG

0,49 %17.10.2013

How to read these figures?

Rates come from the 121 official filings published by SIX Exchange Regulation. A filing is only required when a threshold is crossed (3, 5, 10, 15, 20, 25, 33⅓, 50, 66⅔%): the actual position may have changed since.

Estimated value = shares held per the latest filing × latest CHF closing price. It is an indicative order of magnitude: the position may have changed without a new threshold being crossed, and holdings without a share count or a CHF price are not valued. Each company's mini-chart traces the successive declared rates.

This profile shows only what the declarant published. No external data is added to it.

Group structure

Shareholding disclosures are often filed jointly by several entities of the same group. The registry links them together: "Controls" lists the group entities declared alongside this shareholder, "Controlled by" the head entities. The figure is the number of joint disclosures, followed by the date of the most recent one.

Show group structure9 controlled by · 16 controls

Controlled by

Group entities that file jointly with this shareholder as its head.

Vontobel Swiss Small Companies5 · 02.09.2008
Raiffeisen Futura Swiss Stock3 · 23.07.2007
Raiffeisen-Vontobel Pension Invest Futura 503 · 23.07.2007
Vontobel Swiss Equities1 · 02.09.2008
Raiffeisen-Vontobel Pension Invest 501 · 02.09.2008
Vontobel SwissEquities1 · 23.07.2007
Raiffeisen-Vontobel Pension Invest 301 · 02.09.2008
Saphir Forte1 · 02.09.2008
Saphir Medium1 · 02.09.2008

Controls

Group entities linked to this shareholder in joint disclosures.

Raiffeisen Futura Swiss Stock10 · 13.10.2023
Vontobel Swiss Small Companies9 · 10.02.2012
Raiffeisen Multi Asset Class Futura3 · 29.01.2009
Raiffeisen-Vontobel Pension Invest Futura 503 · 29.01.2009
Vontobel SwissEquities2 · 21.10.2009
zCapital Swiss Small + Mid Cap Fund2 · 21.10.2009
Vontobel Swiss Equities - Vontobel Swiss Small Companies1 · 15.10.2009
Vontobel Swiss Small Companies, Vontobel Swiss Equities1 · 10.03.2009
Vontobel Swissequites, Vontobel Swiss Small Companies1 · 08.10.2009
VT Global Respons. Swiss Equity1 · 29.01.2009
Vontobel Global Responsibility Swiss Equity1 · 24.12.2008
Pension Invest 501 · 21.10.2009
Raiffeisen Futura Swiss Stock < 3%1 · 23.08.2011
Saphir Forte1 · 21.10.2009
Saphir Medium1 · 21.10.2009
Pension Invest 301 · 21.10.2009

This mapping reflects observed disclosures; it does not necessarily indicate permanent legal control.

Disclosure behaviour

Upward and downward threshold crossings show direction, without measuring daily trades below legal thresholds.

90 days · Upward crossings

visible history: 79

90 days · Downward crossings

visible history: 0

First disclosure: 09.04.2002Last disclosure: 15.08.2026

Nature of disclosed positions

Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.

Equity holdings

Rights / derivatives

Declared Swiss portfolio

Sector allocation

Group structure

Controlled by

Controls

Disclosure behaviour

Nature of disclosed positions

Latest shareholding disclosures

Follow Vontobel Fonds Services AG’s disclosures

Management purchases in this portfolio

Common questions

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