Rothschild & CO Wealth Management Uk LTD Portfolio Holdings

Rothschild & CO Wealth Management Uk LTD

  • $5.83 Billion
  • Q3 2025

Rothschild & CO Wealth Management Uk LTD has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.83 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $961M, Mastercard Inc with a value of $784M, Booking Holdings Inc. with a value of $768M, Berkshire Hathaway Inc Class B with a value of $739M, and Deere & CO with a value of $547M.

Examining the 13F form we can see an decrease of $475M in the current position value, from $6.3B to 5.83B.

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

Portfolio value $5.83 Billion
Financial Services: $3.55 Billion
Consumer Cyclical: $791 Million
Communication Services: $645 Million
Industrials: $562 Million
Technology: $254 Million
ETFs: $24.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$961 Million 16.48% of portfolio
2,891,753
Q3 2025 Added 2.72%
$512B
$784 Million 13.45% of portfolio
1,378,646
Q3 2025 Added 2.84%
$191B
$768 Million 13.18% of portfolio
142,276
Q3 2025 Added 3.06%
$662B
$739 Million 12.68% of portfolio
1,469,913
Q3 2025 Added 3.35%
$144B
$547 Million 9.39% of portfolio
1,196,643
Q3 2025 Added 1.51%
$87.8B
$535 Million 9.17% of portfolio
1,122,423
Q3 2025 Added 1.87%
$159B
$512 Million 8.78% of portfolio
1,051,068
Q3 2025 Added 1.53%
$120B
$356 Million 6.11% of portfolio
11,327,445
Q3 2025 Added 1.01%
$177B
$254 Million 4.36% of portfolio
1,307,580
Q3 2025 Added 1.26%
$32.4B
$154 Million 2.63% of portfolio
558,319
Q3 2025 Added 0.82%
$6.2B
$59.9 Million 1.03% of portfolio
943,409
Q3 2025 Added 1.0%
$633M
$51.1 Million 0.88% of portfolio
288,389
Q3 2025 Reduced 0.51%
$19.8B
$24 Million 0.41% of portfolio
381,216
Q3 2025 Added 1.78%
$8.22B
$22.3 Million 0.38% of portfolio
249,946
Q3 2025 Added 1.77%
$533B
$21.8 Million 0.37% of portfolio
63,971
Q3 2025 Added 1.83%
$0
$10.7 Million 0.18% of portfolio
255,275
Q3 2025 Added 8.87%
$0
$6.3 Million 0.11% of portfolio
69,070
Q3 2025 Reduced 6.64%
$64.7B
$5.99 Million 0.1% of portfolio
63,572
Q3 2025 Added 1.7%
$0
$3.3 Million 0.06% of portfolio
4,929
Q2 2025 New
$0
$2.56 Million 0.04% of portfolio
47,641
Q3 2025 Reduced 5.32%
$1.81B
$1.5 Million 0.03% of portfolio
99,000
Q3 2019 New
$0
$1.13 Million 0.02% of portfolio
3,842
Q2 2025 Reduced 0.85%
$0
$702,000 0.01% of portfolio
8,803
Q2 2025 New
Gci Liberty Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.71%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $5.83 Billion
  • Prior Value $6.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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