§ 13F · FUND PROFILE
Rothschild & Co Wealth Management UK Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.2B (13F)Positions · 26Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$551M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | 2.84M | $860M | 13.2% | −2% |
| 2 | BKNG | BOOKING HOLDINGS INC | 172K | $724M | 11.1% | +20% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 1.47M | $703M | 10.8% | −1% |
| 4 | MA | MASTERCARD INCORPORATED | 1.35M | $676M | 10.3% | −2% |
| 5 | DE | DEERE & CO | 1.19M | $673M | 10.3% | −1% |
| 6 | SPGI | S&P GLOBAL INC | 1.34M | $571M | 8.7% | +26% |
| 7 | SUNB | SUNBELT RENTALS HOLDINGS INC | 8.51M | $534M | 8.2% | NEW |
| 8 | MCO | MOODYS CORP | 1.11M | $484M | 7.4% | −1% |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | 5.26M | $414M | 6.3% | −2% |
| 10 | CMCSA | COMCAST CORP NEW | 11.49M | $330M | 5.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROTHSCHILD SIGNAL
AC read
Rothschild & Co Wealth Management UK Ltd is a Other fund managing $6.2 billion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed