Institutional manager
EDMOND DE ROTHSCHILD HOLDING S.A.
Holds positions in 230 of the S&P 500, worth $4.27bn as reported for the quarter ended 31-mar-2026.
Positions held230of 488 index companies covered
Reported value$4.27bnS&P 500 positions only
Top ten weight45%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 230 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL1.1m$324mCommunication ServicesAkamai TechnologiesAKAM2.4m$279mInformation TechnologyNvidiaNVDA1.3m$227mInformation TechnologyMicrosoftMSFT601,749$223mInformation TechnologyVeeva SystemsVEEV1.1m$191mHealth CareSchlumbergerSLB3.7m$188mEnergyBank of AmericaBAC3.1m$150mFinancialsAmazonAMZN708,973$148mConsumer DiscretionaryJPMorgan ChaseJPM328,627$97mFinancialsInvescoIVZ175,016$91mFinancialsNetAppNTAP846,530$87mInformation TechnologyNextEra EnergyNEE715,720$66mUtilitiesApple Inc.AAPL259,351$66mInformation TechnologyWells FargoWFC761,205$61mFinancialsVerizonVZ1.2m$60mCommunication ServicesZoetisZTS481,715$57mHealth CareHome Depot (The)HD172,252$57mConsumer DiscretionaryIQVIAIQV329,393$56mHealth CareState Street CorporationSTT95,430$55mFinancialsMedtronicMDT623,261$54mHealth CareWaste ManagementWM222,889$51mIndustrialsWalmartWMT395,580$49mConsumer StaplesBoston ScientificBSX734,725$46mHealth CareWeyerhaeuserWY1.8m$45mReal EstateVisa Inc.V149,032$45mFinancialsNewmontNEM414,383$45mMaterialsPfizerPFE1.6m$44mHealth CareProcter & GamblePG303,673$44mConsumer StaplesMerck & Co.MRK364,118$44mHealth CareDatadogDDOG362,205$43mInformation TechnologyBaxter InternationalBAX2.5m$42mHealth CareLilly (Eli)LLY42,877$39mHealth CareAT&TT1.3m$39mCommunication ServicesCiscoCSCO482,477$37mInformation TechnologyTJX CompaniesTJX233,850$37mConsumer DiscretionaryConocoPhillipsCOP282,652$37mEnergyTeledyne TechnologiesTDY60,132$36mInformation TechnologyBroadcomAVGO114,591$35mInformation TechnologyMetLifeMET450,804$32mFinancialsNetflixNFLX328,926$32mCommunication ServicesLinde plcLIN63,516$31mMaterialsBerkshire HathawayBRK.B65,553$31mFinancialsPulteGroupPHM260,000$31mConsumer DiscretionaryCoca-Cola Company (The)KO393,974$30mConsumer StaplesEaton CorporationETN77,610$28mIndustrialsMeta PlatformsMETA48,315$28mCommunication ServicesGeneral MillsGIS651,012$24mConsumer StaplesCVS HealthCVS335,010$24mHealth CareConstellation BrandsSTZ160,000$24mConsumer StaplesIBMIBM95,765$23mInformation TechnologyExxonMobilXOM136,204$23mEnergyBlackRockBLK21,915$21mFinancialsThermo Fisher ScientificTMO41,986$21mHealth CarePalo Alto NetworksPANW110,852$18mInformation TechnologyHalliburtonHAL406,800$16mEnergyKenvueKVUE900,000$16mConsumer StaplesJohnson & JohnsonJNJ59,518$15mHealth CareMcDonald'sMCD45,994$14mConsumer DiscretionaryAbbott LaboratoriesABT133,925$14mHealth CareMosaic Company (The)MOS530,000$14mMaterials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.