GAM Holding AG

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
347
Quarter
2025 Q4
Top Holding
MSFT (5.2%)
Top 10 Concentration
33.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 347
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSFT
MICROSOFT CORP
Technology 5.24% 5.68% #1
Prev: #1
2.1 -7,709 -4.3%
P
S
169,875 $82,154,947 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 5.09% 4.72% #2 1
Prev: #3
2.1 -59,132 -18.8%
P
S
254,721 $79,727,673 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 4.90% 5.28% #3 1
Prev: #2
2.0 -45,687 -10.0%
P
S
411,783 $76,797,530 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.97% 3.34% #4
Prev: #4
3.6 16,422 7.7%
P
S
228,914 $62,232,560 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UBS
UBS GROUP AG
Financial Services 3.04% 2.20% #5 2
Prev: #7
3.3 147,532 16.9%
P
S
1,020,351 $47,601,354 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.85% 2.72% #6
Prev: #6
1.2 -7,271 -3.6%
P
S
193,517 $44,667,594 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 2.83% 3.14% #7 2
Prev: #5
1.1 -1,835 -2.7%
P
S
67,250 $44,391,053 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 2.02% 1.83% #8
Prev: #8
2.8 3,427 4.0%
P
S
90,067 $31,587,397 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.76% 1.62% #9
Prev: #9
2.7 151 0.2%
P
S
79,581 $27,542,984 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
URTH
ISHARES INC
ETF 1.63% 1.54% #10
Prev: #10
2.7 241 0.2%
P
S
137,304 $25,477,869 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.39% 0.97% #11 8
Prev: #19
0.6 -322 -1.6%
P
S
20,201 $21,709,610 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.14% 1.08% #12 4
Prev: #16
2.5 158 0.3%
P
S
55,480 $17,876,766 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRZ
AMRIZE LTD
Basic Materials 1.12% 0.88% #13 12
Prev: #25
2.5 22,407 7.6%
P
S
317,858 $17,480,685 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRH
CRH PLC
Basic Materials 1.11% 1.08% #14 1
Prev: #15
0.5 -7,503 -5.1%
P
S
139,180 $17,416,819 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 1.02% 0.98% #15 3
Prev: #18
2.4 243 0.9%
P
S
28,003 $15,986,353 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALC
ALCON AG
Healthcare 1.00% 0.90% #16 6
Prev: #22
0.4 -1,121 -0.6%
P
S
195,449 $15,611,249 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.98% 0.92% #17 3
Prev: #20
2.4 10,640 11.0%
P
S
107,664 $15,429,328 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Technology 0.96% 0.88% #18 6
Prev: #24
2.4 486 1.0%
P
S
51,039 $15,118,262 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HLT
HILTON WORLDWID...
Consumer Cyclical 0.96% 0.84% #19 10
Prev: #29
0.4 -25 -0.0%
P
S
52,112 $14,969,172 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.95% 0.87% #20 7
Prev: #27
0.4 -1,285 -1.0%
P
S
123,617 $14,876,070 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LOGI
LOGITECH INTL S...
Technology 0.92% 1.17% #21 7
Prev: #14
0.4 -32,395 -18.7%
P
S
140,780 $14,489,367 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
Consumer Cyclical 0.89% 0.89% #22 1
Prev: #23
0.4 -47 -1.8%
P
S
2,612 $13,988,122 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.89% 0.84% #23 5
Prev: #28
0.4 no change no change
P
S
22,250 $13,951,195 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.88% 1.37% #24 12
Prev: #12
2.7 129,163 697.6%
P
S
147,678 $13,846,289 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.88% 0.64% #25 17
Prev: #42
2.4 7,714 6.3%
P
S
130,615 $13,748,535 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 0.00% 1.00%
Sold All 😨
(Was: #17)
0.3 -120,436 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MGM
MGM RESORTS INT...
Consumer Cyclical 0.00% 0.34%
Sold All 😨
(Was: #78)
0.3 -160,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BZ
KANZHUN LIMITED
Communication Services 0.00% 0.34%
Sold All 😨
(Was: #82)
0.3 -233,677 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARM
ARM HOLDINGS PL...
Technology 0.00% 0.29%
Sold All 😨
(Was: #89)
0.3 -33,314 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AFL
AFLAC INC
Financial Services 0.00% 0.26%
Sold All 😨
(Was: #96)
0.3 -37,720 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSCI
MSCI INC
Financial Services 0.00% 0.17%
Sold All 😨
(Was: #123)
0.3 -4,872 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.14%
Sold All 😨
(Was: #135)
0.3 -9,173 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 0.14%
Sold All 😨
(Was: #137)
0.3 -30,000 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LNT
ALLIANT ENERGY ...
Utilities 0.00% 0.14%
Sold All 😨
(Was: #138)
0.3 -33,868 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PPG
PPG INDS INC
Basic Materials 0.00% 0.14%
Sold All 😨
(Was: #139)
0.3 -21,281 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESS
ESSEX PPTY TR I...
Real Estate 0.00% 0.13%
Sold All 😨
(Was: #142)
0.3 -8,019 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOC
NORTHROP GRUMMA...
Industrials 0.00% 0.12%
Sold All 😨
(Was: #148)
0.3 -3,238 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTNT
FORTINET INC
Technology 0.00% 0.12%
Sold All 😨
(Was: #154)
0.3 -22,174 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EFX
EQUIFAX INC
Industrials 0.00% 0.11%
Sold All 😨
(Was: #160)
0.3 -7,046 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FWONA
LIBERTY MEDIA C...
Communication Services 0.00% 0.10%
Sold All 😨
(Was: #173)
0.3 -16,888 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
Industrials 0.00% 0.09%
Sold All 😨
(Was: #177)
0.3 -17,949 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOS
CANADA GOOSE HL...
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #183)
0.3 -100,000 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPAY
CORPAY INC
Technology 0.00% 0.08%
Sold All 😨
(Was: #184)
0.3 -4,585 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DRI
DARDEN RESTAURA...
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #185)
0.3 -6,844 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
Technology 0.00% 0.07%
Sold All 😨
(Was: #192)
0.3 -3,599 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CPRT
COPART INC
Industrials 0.00% 0.07%
Sold All 😨
(Was: #194)
0.3 -25,477 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #206)
0.3 -1,400 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #209)
0.3 -8,148 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DXCM
DEXCOM INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #214)
0.3 -10,121 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VSTS
VESTIS CORPORAT...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #216)
0.3 -140,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #217)
0.3 -3,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNTH
LANTHEUS HLDGS ...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #218)
0.3 -12,213 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MNDY
MONDAY COM LTD
Technology 0.00% 0.04%
Sold All 😨
(Was: #221)
0.3 -2,969 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
EXTRA SPACE STO...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #226)
0.3 -3,249 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NI
NISOURCE INC
Utilities 0.00% 0.03%
Sold All 😨
(Was: #228)
0.3 -10,416 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MMC
MARSH & MCLENNA...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #229)
0.3 -2,212 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHW
SHERWIN WILLIAM...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #233)
0.3 -1,246 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TMQ
TRILOGY METALS ...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #235)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBB
HUBBELL INC
Industrials 0.00% 0.02%
Sold All 😨
(Was: #241)
0.3 -929 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #243)
0.3 -4,884 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NEM
NEWMONT CORP
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #244)
0.3 -4,623 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T INC
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #246)
0.3 -13,324 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN
LENNAR CORP
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #247)
0.3 -2,970 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OTIS
OTIS WORLDWIDE ...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #250)
0.3 -4,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
DOORDASH INC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #251)
0.3 -1,285 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #252)
0.3 -2,042 -100.0%
CLOSED
$— 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ODFL
OLD DOMINION FR...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #253)
0.3 -2,463 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #256)
0.3 -2,378 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HAL
HALLIBURTON CO
Energy 0.00% 0.02%
Sold All 😨
(Was: #257)
0.3 -13,218 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
YPF
YPF SOCIEDAD AN...
Energy 0.00% 0.02%
Sold All 😨
(Was: #258)
0.3 -13,000 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WAB
WABTEC
Industrials 0.00% 0.02%
Sold All 😨
(Was: #259)
0.3 -1,558 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RIVN
RIVIAN AUTOMOTI...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #261)
0.3 -20,741 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #263)
0.3 -1,121 -100.0%
CLOSED
$— 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICE
INTERCONTINENTA...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #265)
0.3 -1,788 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RJF
RAYMOND JAMES F...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #267)
0.3 -1,722 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JCI
JOHNSON CTLS IN...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #268)
0.3 -2,666 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MMM
3M CO
Industrials 0.00% 0.02%
Sold All 😨
(Was: #270)
0.3 -1,847 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GGAL
GRUPO FINANCIER...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #272)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #273)
0.3 -8,587 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKR
BAKER HUGHES CO...
Energy 0.00% 0.02%
Sold All 😨
(Was: #275)
0.3 -5,137 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SUPV
GRUPO SUPERVIEL...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #277)
0.3 -50,000 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #281)
0.3 -650 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALL
ALLSTATE CORP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #282)
0.3 -974 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GETY
GETTY IMAGES HO...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #283)
0.3 -75,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 347 holdings

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