Rothschild & Co Wealth Management UK Ltd
Rothschild & Co Wealth Management UK Ltd's Rothschild & Co Wealth Management UK Ltd holds 25 U.S.-equity positions worth $6.5B (SEC 13F, Q1 2026). Top positions: American Express Company 13.2%, Booking Holdings Inc. Common Stock 11.1%, BERKSHIRE HATHAWAY Class B 10.8%. 13F-replication return is +36% over 3 years (-36 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| AXP American Express Company | 13.2% | 2.8M | $860M | ▼ 2.2% (−63K) | $164.95 | $338.07 (+105%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 11.1% | 172K | $724M | ▲ 20% (+29K) | $2,652.41 | $167.77 (−94%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 10.8% | 1.5M | $703M | ▼ 0.7% (−11K) | $308.77 | $488.69 (+58%) | 2026-03-31 |
| MA Mastercard Incorporated | 10.3% | 1.4M | $676M | ▼ 2.2% (−30K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| DE Deere & Company | 10.3% | 1.2M | $673M | ▼ 0.9% (−10K) | $412.88 | $598.59 (+45%) | 2026-03-31 |
| SPGI S&P Global Inc. | 8.7% | 1.3M | $571M | ▲ 26% (+280K) | $344.77 | $407.39 (+18%) | 2026-03-31 |
| SUNB Sunbelt Rentals Holdings, Inc. | 8.2% | 8.5M | $534M | NEW (+8.5M) | $62.78 | $83.24 (+33%) | 2026-03-31 |
| MCO Moody's Corporation | 7.4% | 1.1M | $484M | ▼ 0.7% (−8K) | $306.02 | $447.33 (+46%) | 2026-03-31 |
| CP Canadian Pacific Kansas City Limited | 6.3% | 5.3M | $414M | ▼ 1.7% (−89K) | $80.77 | $85.67 (+6%) | 2026-03-31 |
| CMCSA Comcast Corp | 5.0% | 11.5M | $330M | ▲ 0.6% (+71K) | $37.91 | $22.32 (−41%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 4.0% | 1.3M | $260M | ▲ 1.5% (+20K) | $206.57 | $332.28 (+61%) | 2026-03-31 |
| CHTR Charter Comm Inc Del CL A New | 1.9% | 563K | $122M | ▼ 0.6% (−3K) | $357.61 | $125.54 (−65%) | 2026-03-31 |
| LBRDK Liberty Broadband Corporation Class C | 0.7% | 937K | $47M | ▼ 1.7% (−16K) | $81.70 | $29.40 (−64%) | 2026-03-31 |
| CABO Cable One, Inc. | 0.4% | 280K | $26M | ▼ 2.4% (−7K) | $702.00 | $40.93 (−94%) | 2026-03-31 |
| V VISA Inc. | 0.3% | 77K | $23M | ▲ 13% (+9K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| W Wayfair Inc. | 0.3% | 298K | $22M | ▲ 13% (+35K) | $34.34 | $85.04 (+148%) | 2026-03-31 |
| VSNT Versant Media Group, Inc. Class A Common Stock | 0.2% | 448K | $17M | NEW (+448K) | $37.02 | $38.53 (+4%) | 2026-03-31 |
| EWU Ishares Tr | 0.2% | 234K | $11M | ▼ 16% (−46K) | $32.26 | $45.69 (+42%) | 2026-03-31 |
| GLIBK Liberty Capital Corporation Series C GCI Group Common Stock | 0.1% | 254K | $9M | ▼ 1.4% (−4K) | $37.27 | $20.14 (−46%) | 2026-03-31 |
| CNI Canadian National Railway | 0.1% | 77K | $8M | ▲ 13% (+9K) | $101.51 | $114.13 (+12%) | 2026-03-31 |
| RYAAY Ryanair Holdings Plc | 0.1% | 113K | $7M | ▼ 1.3% (−1K) | $94.29 | $62.74 (−33%) | 2026-03-31 |
| AAXJ Ishares Tr | 0.1% | 50K | $5M | ▼ 12% (−7K) | $67.87 | $124.21 (+83%) | 2026-03-31 |
| IEMG Ishares Inc | 0.1% | 63K | $4M | ▼ 19% (−15K) | $47.59 | $86.00 (+81%) | 2026-03-31 |
| IVV Ishares Tr | 0.1% | 5K | $3M | — | $411.08 | $747.78 (+82%) | 2026-03-31 |
| VGK Vanguard Intl Equity Index F | 0.0% | 24K | $2M | ▼ 56% (−32K) | $60.95 | $88.25 (+45%) | 2026-03-31 |
FAQ ▾
What are Rothschild & Co Wealth Management UK Ltd's largest holdings?
As of the latest 13F: American Express Company 13.2%, Booking Holdings Inc. Common Stock 11.1%, BERKSHIRE HATHAWAY Class B 10.8%, Mastercard Incorporated 10.3%, Deere & Company 10.3%.
How big is Rothschild & Co Wealth Management UK Ltd's 13F portfolio?
$6.5B across 25 disclosed U.S.-equity positions.
What is Rothschild & Co Wealth Management UK Ltd's 3-year performance?
+36% (13F-replication, price return), -36 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.