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Holding / family officeRegistered location :ZürichGroup :Vontobel Fonds Services AG

Vontobel Holding AGDeclared Swiss shareholdings

Vontobel Holding AG: 4 Swiss companies with a declared holding, including VT Finance AG, EvoNext Holdings SA, Ascom Holding AG. Latest filing: 13.01.2018.

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Estimated value (CHF): …
Swiss companies held: 4
Largest position: 96,65 %; VT Finance AG
12-month trend: Not determinable; 0 rate rises · 0 rate falls
Latest filing: 13.01.2018; Active since 2001

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

VT Finance AG

96,65 %25.09.2009

EvoNext Holdings SA

6,35 %24.07.2008

Ascom Holding AG

6,15 %09.01.2008

Vontobel Holding AG

1,62 %11.03.2017

How to read these figures?

Rates come from the 37 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 structure4 controlled by · 1 controls

Controlled by

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

Bank Vontobel AG3 · 27.08.2007
Bank Vontobel Cayman Ltd2 · 27.08.2007
Vontobel Beteiligungen AG2 · 07.08.2003
Personalfürsorgestiftung der Bank Vontobel AG1 · 07.08.2003

Controls

Group entities linked to this shareholder in joint disclosures.

Bank Vontobel AG7 · 13.01.2018

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

0

visible history: 21

90 days · Downward crossings

0

visible history: 10

First disclosure: 20.02.2001Last disclosure: 13.01.2018

Nature of disclosed positions

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

Equity holdings

32

Rights / derivatives

23

Sale positions

41

Latest shareholding disclosures

Below thresholdShareholdings

ams-OSRAM AG

Vontobel Holding AG · Single shareholder

3%Below threshold13.01.2018

SaleShareholdings

ams-OSRAM AG

Vontobel Holding AG · Single shareholder

4.716%Voting rights sold20.11.2017

SaleShareholdings

ams-OSRAM AG

Vontobel Holding AG · Single shareholder

5.07%Voting rights sold17.11.2017

Show 34 older disclosures

SaleShareholdings

ams-OSRAM AG

Vontobel Holding AG · Single shareholder

5.94%Voting rights sold18.03.2017

SaleShareholdings

ams-OSRAM AG

Vontobel Holding AG · Single shareholder

5.03%Voting rights sold14.03.2017

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Single shareholder

1.62%Voting rights acquired11.03.2017

SaleShareholdings

ams-OSRAM AG

Vontobel Holding AG · Single shareholder

3.86%Voting rights sold04.03.2017

SaleShareholdings

ams-OSRAM AG

Vontobel Holding AG · Single shareholder

3%Voting rights sold23.02.2017

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Single shareholder

3.52%Voting rights acquired26.11.2016

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Single shareholder

3.52%Voting rights acquired25.11.2016

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

62.72%Voting rights acquired26.10.2016

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

62.36%Voting rights acquired28.06.2016

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

62.14%Voting rights acquired26.05.2016

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

62.06%Voting rights acquired18.03.2016

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

62.78%Voting rights acquired12.03.2016

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

61.6%Voting rights acquired08.09.2015

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

61.6%Voting rights acquired08.09.2015

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

66.67%Voting rights acquired31.07.2014

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

65.96%Voting rights acquired16.04.2014

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

66.72%Voting rights acquired02.10.2012

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

65.67%Voting rights acquired05.05.2011

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

67.75%Voting rights acquired25.03.2011

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

65.93%Voting rights acquired30.09.2009

PurchaseShareholdings

VT Finance AG

Vontobel Holding AG · Group of shareholders

96.65%Voting rights acquired25.09.2009

PurchaseShareholdings

VT Finance AG

Vontobel Holding AG · Group of shareholders

39.98%Voting rights acquired16.07.2009

SaleShareholdings

EvoNext Holdings SA

Vontobel Holding AG · Group of shareholders

6.35%Voting rights sold24.07.2008

Below thresholdShareholdings

Komax Holding AG

Vontobel Holding AG · Group of shareholders

3%Below threshold14.01.2008

SaleShareholdings

Ascom Holding AG

Vontobel Holding AG · Group of shareholders

6.15%Voting rights sold09.01.2008

SaleShareholdings

Ascom Holding AG

Vontobel Holding AG · Group of shareholders

17.54%Voting rights sold19.12.2007

SaleShareholdings

Komax Holding AG

Vontobel Holding AG · Group of shareholders

6.66%Voting rights sold14.12.2007

Below thresholdShareholdings

Komax Holding AG

Vontobel Holding AG · Group of shareholders

5%Below threshold27.08.2007

PurchaseShareholdings

Komax Holding AG

Vontobel Holding AG · Group of shareholders

5.03%Voting rights acquired21.08.2007

PurchaseShareholdings

Allreal Holding AG

Vontobel Holding AG · Group of shareholders

9.5%Voting rights acquired07.08.2003

Below thresholdShareholdings

Private Equity Holding AG

Vontobel Holding AG · Group of shareholders

5%Below threshold22.07.2003

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

65.59%Voting rights acquired09.07.2003

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

66.95%Voting rights acquired24.09.2002

PurchaseShareholdings

Vontobel Holding AG

Vontobel Holding AG · Group of shareholders

80.4%Voting rights acquired20.02.2001

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These figures aggregate public disclosures. They are not investment advice.

Common questions

Which Swiss companies are in Vontobel Holding AG’s disclosed portfolio?

VT Finance AG, EvoNext Holdings SA, Ascom Holding AG, Vontobel Holding AG.

What is Vontobel Holding AG’s latest disclosure?

The latest available disclosure was published on 13.01.2018 and concerns ams-OSRAM AG. Threshold disclosures do not describe every purchase or sale.

Explore further

Recent insider purchases

What are insiders doing at companies disclosed by this shareholder?

All purchases this week

Insider barometer

Compare insider purchases and sales across the Swiss stock exchange over 30 days.

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These signals are not investment advice.