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Rothschild & Co Wealth Management Uk Ltd Top Holdings and 13F Report (2025)

About Rothschild & Co Wealth Management Uk Ltd

Investment Activity

  • Rothschild & Co Wealth Management Uk Ltd has $5.94 billion in total holdings as of March 31, 2025.
  • Rothschild & Co Wealth Management Uk Ltd owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 3.84% of the portfolio was purchased this quarter.
  • About 0.42% of the portfolio was sold this quarter.
  • This quarter, Rothschild & Co Wealth Management Uk Ltd has purchased 31 new stocks and bought additional shares in 15 stocks.
  • Rothschild & Co Wealth Management Uk Ltd sold shares of 10 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

American Express
$746,797,242
Berkshire Hathaway
$743,725,069
Mastercard
$721,724,951
Booking
$627,963,295
Deere & Company
$544,661,901

Largest Purchases this Quarter

Texas Instruments
1,170,728 shares (about $210.38M)
American Express
11,014 shares (about $2.96M)
Comcast
70,635 shares (about $2.61M)
Charter Communications
6,351 shares (about $2.34M)
Booking
472 shares (about $2.17M)

Largest Sales this Quarter

Berkshire Hathaway
8,273 shares (about $4.41M)
Ryanair
46,413 shares (about $1.97M)
Deere & Company
1,464 shares (about $687.13K)
Cable One
2,200 shares (about $584.69K)
Liberty Broadband
6,088 shares (about $517.78K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRothschild & Co Wealth Management Uk Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
American Express stock logo
AXP
American Express
$746,797,242$2,963,317 0.4%2,775,68212.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$743,725,069$4,406,034 -0.6%1,396,45712.5%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$721,724,951$522,906 0.1%1,316,72812.1%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$627,963,295$2,174,462 0.3%136,30910.6%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$544,661,901$687,128 -0.1%1,160,4609.2%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$516,384,571$1,731,097 0.3%1,016,3058.7%Business Services
Moody's Co. stock logo
MCO
Moody's
$506,002,455$1,618,273 0.3%1,086,5658.5%Finance
Comcast Co. stock logo
CMCSA
Comcast
$406,407,965$2,606,431 0.6%11,013,7666.8%Consumer Discretionary
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$357,461,998$195,675 -0.1%5,091,3266.0%Transportation
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$231,405,800$210,379,822 1,000.6%1,287,7343.9%Computer and Technology
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$202,773,682$2,340,534 1.2%550,2233.4%Consumer Discretionary
Ryanair Holdings plc stock logo
RYAAY
Ryanair
$105,828,778$1,966,519 -1.8%2,497,7291.8%Transportation
Cable One, Inc. stock logo
CABO
Cable One
$77,657,994$584,694 -0.7%292,2001.3%Consumer Discretionary
Liberty Broadband Co. stock logo
LBRDK
Liberty Broadband
$70,836,529$517,784 -0.7%832,8811.2%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$20,476,677$971,826 5.0%58,4280.3%Business Services
Fox Co. stock logo
FOXA
FOX
$19,979,574$958,125 5.0%352,9960.3%Consumer Discretionary
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$12,496,957$789,455 6.7%333,5190.2%ETF
Wayfair Inc. stock logo
W
Wayfair
$7,102,588$258,162 3.8%221,7480.1%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$6,572,669$274,275 4.4%27,8220.1%Transportation
Canadian National Railway stock logo
CNI
Canadian National Railway
$5,807,446$371,712 6.8%59,5880.1%Transportation
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$5,066,484$362,748 7.7%68,4660.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,146,863$276,380 -19.4%21,2500.0%ETF
LendingClub Co. stock logo
LC
LendingClub
$1,021,6800.0%99,0000.0%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$947,980$223,112 -19.1%3,8750.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$714,293$165,380 -18.8%15,7820.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$528,2990.0%1,0280.0%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$205,261$107,122 -34.3%5,8730.0%Manufacturing
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$0$9,805,667 -100.0%00.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$2,901,604 -100.0%00.0%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$0$2,446,115 -100.0%00.0%Manufacturing
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$0$919,617 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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