Ameliora Wealth Management Ltd. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $266 Billion distributed in 238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Edge Invt Grade Enh with a value of $23.5B, Ishares Core U.S. Aggregate Bo with a value of $22B, Spdr Bloomberg Investment Grad with a value of $18.9B, Ishares Trust Ishares 5 10 Yea with a value of $18.1B, and T Mobile Us, Inc. with a value of $16B.

Examining the 13F form we can see an decrease of $643M in the current position value, from $266B to 266B.

Ameliora Wealth Management Ltd. is based out at Zurich, V8

Below you can find more details about Ameliora Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $266 Billion
ETFs: $163 Billion
Technology: $24.5 Billion
Communication Services: $23.2 Billion
Financial Services: $23.1 Billion
Healthcare: $9.24 Billion
Consumer Defensive: $6.45 Billion
Industrials: $6.08 Billion
Consumer Cyclical: $5.86 Billion
Other: $3.11 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $266 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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