The Analysis of Rothschild & Co Wealth Management UK Ltd's Holdings & P&L


Currently, Rothschild & Co Wealth Management UK Ltd holds 25 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in AXP (+2.8M shares, valued at $860.3M), BKNG (+171.9K shares, valued at $723.8M), N/A (+1.5M shares, valued at $702.8M); initiated new positions in AXP (+2.8M shares, valued at $860.3M), BKNG (+171.9K shares, valued at $723.8M), N/A (+1.5M shares, valued at $702.8M).


1M P&L
-330.1M-6.36%
3M P&L
-336.7M-6.47%
HY P&L
-282.5M-5.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services1.6B
32.1%
2Financial Data & Stock Exchanges1.1B
21.7%
3Travel Services723.8M
14.9%

Top Industries by Stock Count

1N/A5 stocks
25.0%
2Telecom Services4 stocks
20.0%
3Credit Services3 stocks
15.0%
Stock Holdings
AXP
AMERICAN EXPRESS CO
New
Shares2.8M
Event2026-03-31
Filed2026-05-08
BKNG
BOOKING HOLDINGS INC
New
Shares171.9K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
New
Shares1.5M
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INCORPORATED
New
Shares1.4M
Event2026-03-31
Filed2026-05-08
DE
DEERE & CO
New
Shares1.2M
Event2026-03-31
Filed2026-05-08
SPGI
S&P GLOBAL INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-08
SUNBELT RENTALS HOLDINGS INC
SUNBELT RENTALS HOLDINGS INC
New
Shares8.5M
Event2026-03-31
Filed2026-05-08
MCO
MOODYS CORP
New
Shares1.1M
Event2026-03-31
Filed2026-05-08
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
New
Shares5.3M
Event2026-03-31
Filed2026-05-08
CMCSA
COMCAST CORP NEW
New
Shares11.5M
Event2026-03-31
Filed2026-05-08
TXN
TEXAS INSTRS INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-08
CHTR
CHARTER COMMUNICATIONS INC
New
Shares563.3K
Event2026-03-31
Filed2026-05-08
LBRDK
LIBERTY BROADBAND CORP
New
Shares936.8K
Event2026-03-31
Filed2026-05-08
CABO
CABLE ONE INC
New
Shares280.1K
Event2026-03-31
Filed2026-05-08
V
VISA INC
New
Shares76.6K
Event2026-03-31
Filed2026-05-08
W
WAYFAIR INC
New
Shares297.8K
Event2026-03-31
Filed2026-05-08
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares448.2K
Event2026-03-31
Filed2026-05-08
EWU
ISHARES TR
New
Shares233.6K
Event2026-03-31
Filed2026-05-08
GCI LIBERTY INC
GCI LIBERTY INC
New
Shares253.5K
Event2026-03-31
Filed2026-05-08
CNI
CANADIAN NATL RY CO
New
Shares77.3K
Event2026-03-31
Filed2026-05-08
RYAAY
RYANAIR HOLDINGS PLC
New
Shares112.7K
Event2026-03-31
Filed2026-05-08
AAXJ
ISHARES TR
New
Shares50.4K
Event2026-03-31
Filed2026-05-08
IEMG
ISHARES INC
New
Shares62.9K
Event2026-03-31
Filed2026-05-08
IVV
ISHARES TR
New
Shares4.9K
Event2026-03-31
Filed2026-05-08
VGK
VANGUARD INTL EQUITY INDEX F
New
Shares24.4K
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available