§ 13F · FUND PROFILE
Rothschild & Co Wealth Management UK Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6727.1T (13F)Positions · 27Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | 2.91M | $1075.3T | 16.9% | +1% |
| 2 | MA | MASTERCARD INCORPORATED | 1.38M | $789.3T | 12.4% | ±0% |
| 3 | BKNG | BOOKING HOLDINGS INC | 143K | $766.4T | 12.1% | +1% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 1.48M | $742.5T | 11.7% | ±0% |
| 5 | MCO | MOODYS CORP | 1.12M | $570.7T | 9.0% | ±0% |
| 6 | DE | DEERE & CO | 1.20M | $560.7T | 8.8% | +1% |
| 7 | SPGI | S&P GLOBAL INC | 1.06M | $555.2T | 8.7% | +1% |
| 8 | CP | CANADIAN PACIFIC KANSAS CITY | 5.35M | $394.2T | 6.2% | +1% |
| 9 | CMCSA | COMCAST CORP NEW | 11.42M | $341.4T | 5.4% | +1% |
| 10 | TXN | TEXAS INSTRS INC | 1.32M | $229.0T | 3.6% | +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 $6727115.5 trillion in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed