Rothschild & CO Wealth Management Uk LTD has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.6 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $747M, Berkshire Hathaway Inc Class B with a value of $744M, Mastercard Inc with a value of $722M, Booking Holdings Inc. with a value of $628M, and Deere & CO with a value of $545M.

Examining the 13F form we can see an increase of $276M in the current position value, from $5.33B to 5.6B.

Below you can find more details about Rothschild & CO Wealth Management Uk LTD portfolio as well as his latest detailed transactions.

Portfolio value $5.6 Billion
Financial Services: $3.26 Billion
Communication Services: $778 Million
Industrials: $663 Million
Consumer Cyclical: $635 Million
Technology: $251 Million
ETFs: $21.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $5.6 Billion
  • Prior Value $5.33 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Rothschild & CO Wealth Management Uk LTD Portfolio

Follow Rothschild & CO Wealth Management Uk LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild & CO Wealth Management Uk LTD, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild & CO Wealth Management Uk LTD with notifications on news.