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 +27% over 3 years (-37 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) | $173.06 | $336.25 (+94%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 11.1% | 172K | $724M | ▲ 20% (+29K) | $123.15 | $192.90 (+57%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 10.8% | 1.5M | $703M | ▼ 0.7% (−11K) | $321.94 | $511.54 (+59%) | 2026-03-31 |
| MA Mastercard Incorporated | 10.3% | 1.4M | $676M | ▼ 2.2% (−30K) | $376.63 | $573.10 (+52%) | 2026-03-31 |
| DE Deere & Company | 10.3% | 1.2M | $673M | ▼ 0.9% (−10K) | $414.72 | $592.67 (+43%) | 2026-03-31 |
| SPGI S&P Global Inc. | 8.7% | 1.3M | $571M | ▲ 26% (+280K) | $367.91 | $411.93 (+12%) | 2026-03-31 |
| SUNB Sunbelt Rentals Holdings, Inc. | 8.2% | 8.5M | $534M | NEW (+8.5M) | $65.09 | $71.92 (+10%) | 2026-03-31 |
| MCO Moody's Corporation | 7.4% | 1.1M | $484M | ▼ 0.7% (−8K) | $312.50 | $478.38 (+53%) | 2026-03-31 |
| CP Canadian Pacific Kansas City Limited | 6.3% | 5.3M | $414M | ▼ 1.7% (−89K) | $77.54 | $88.89 (+15%) | 2026-03-31 |
| CMCSA Comcast Corp | 5.0% | 11.5M | $330M | ▲ 0.6% (+71K) | $37.85 | $23.96 (−37%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 4.0% | 1.3M | $260M | ▲ 1.5% (+20K) | $182.31 | $275.74 (+51%) | 2026-03-31 |
| CHTR Charter Comm Inc Del CL A New | 1.9% | 563K | $122M | ▼ 0.6% (−3K) | $355.46 | $144.98 (−59%) | 2026-03-31 |
| LBRDK Liberty Broadband Corporation Class C | 0.7% | 937K | $47M | ▼ 1.7% (−16K) | $83.14 | $34.04 (−59%) | 2026-03-31 |
| CABO Cable One, Inc. | 0.4% | 280K | $26M | ▼ 2.4% (−7K) | $678.97 | $39.99 (−94%) | 2026-03-31 |
| V VISA Inc. | 0.3% | 77K | $23M | ▲ 13% (+9K) | $258.63 | $366.13 (+42%) | 2026-03-31 |
| W Wayfair Inc. | 0.3% | 298K | $22M | ▲ 13% (+35K) | $50.09 | $84.90 (+69%) | 2026-03-31 |
| VSNT Versant Media Group, Inc. Class A Common Stock | 0.2% | 448K | $17M | NEW (+448K) | $37.02 | $35.99 (−3%) | 2026-03-31 |
| EWU Ishares Tr | 0.2% | 234K | $11M | ▼ 16% (−46K) | $34.98 | $48.41 (+38%) | 2026-03-31 |
| GLIBK Liberty Capital Corporation Series C GCI Group Common Stock | 0.1% | 254K | $9M | ▼ 1.4% (−4K) | $37.25 | $23.17 (−38%) | 2026-03-31 |
| CNI Canadian National Railway | 0.1% | 77K | $8M | ▲ 13% (+9K) | $101.30 | $127.21 (+26%) | 2026-03-31 |
| RYAAY Ryanair Holdings Plc | 0.1% | 113K | $7M | ▼ 1.3% (−1K) | $38.14 | $58.51 (+53%) | 2026-03-31 |
| AAXJ Ishares Tr | 0.1% | 50K | $5M | ▼ 12% (−7K) | $70.54 | $110.72 (+57%) | 2026-03-31 |
| IEMG Ishares Inc | 0.1% | 63K | $4M | ▼ 19% (−15K) | $59.62 | $77.61 (+30%) | 2026-03-31 |
| IVV Ishares Tr | 0.1% | 5K | $3M | — | $411.25 | $750.32 (+82%) | 2026-03-31 |
| VGK Vanguard Intl Equity Index F | 0.0% | 24K | $2M | ▼ 56% (−32K) | $80.06 | $90.59 (+13%) | 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?
+27% (13F-replication, price return), -37 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.