Rothschild & Co Wealth Management UK Ltd - Portfolio overview

Rothschild & Co Wealth Management UK Ltd has 27 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. AXP - AMERICAN EXPRESS CO, 14.28%
2. BKNG - BOOKING HOLDINGS INC, 12.01%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 11.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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