Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Credit Suisse First Boston (CSFB) 6.26M (4.10%) -179.17K
Decreased by -2.86%
Jun 30, 23
2 Vanguard Group Inc 6.08M (3.99%) 704.88K
Increased by +11.60%
Jun 30, 23
3 Vontobel Holding Ltd. 5.16M (3.39%) -2.35M
Decreased by -45.41%
Sep 30, 23
4 Capital World Investors 4.38M (2.87%) -73.89K
Decreased by -1.69%
Jun 30, 23
5 Barclays PLC 2.82M (1.85%) 2.26M
Increased by +80.15%
Jun 30, 23
6 Zurcher Kantonalbank 2.10M (1.38%) -298.25K
Decreased by -14.18%
Jun 30, 23
7 UBS Group AG 1.65M (1.08%) 814.27K
Increased by +49.39%
Jun 30, 23
8 AllianceBernstein L.P. 1.59M (1.04%) 608.26K
Increased by +38.36%
Jun 30, 23
9 Amundi 1.43M (0.94%) 120.49K
Increased by +8.44%
Jun 30, 23
10 JPMorgan Chase & Co 1.37M (0.90%) 1.28M
Increased by +92.98%
Jun 30, 23
11 Morgan Stanley - Brokerage Accounts 1.27M (0.83%) 643.07K
Increased by +50.79%
Jun 30, 23
12 Deutsche Bank AG 1.25M (0.82%) 309.52K
Increased by +24.69%
Jun 30, 23
13 Amvescap Plc. 1.09M (0.72%) 91.02K
Increased by +8.32%
Jun 30, 23
14 Renaissance Technologies Corp 1.08M (0.71%) 132.20K
Increased by +12.22%
Jun 30, 23
15 Allianz Asset Management AG 913.97K (0.60%) -109.96K
Decreased by -12.03%
Jun 30, 23
16 Crédit Agricole S.A. 804.48K (0.53%) 11.63K
Increased by +1.45%
Jun 30, 23
17 Compagnie Lombard, Odier SCA 778.90K (0.51%) -119.66K
Decreased by -15.36%
Jun 30, 23
18 Grantham, Mayo, Van Otterloo & Co., LLC 769.78K (0.50%) 57.63K
Increased by +7.49%
Jun 30, 23
19 Bank of America Corp 688.09K (0.45%) -281.37K
Decreased by -40.89%
Jun 30, 23
20 Goldman Sachs Group Inc 652.04K (0.43%) 106.78K
Increased by +16.38%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 28.07M (18.41%) 28.07M
Increased by +100.00%
Feb 29, 24
2 American Funds Capital World Gr&Inc A 3.85M (2.53%) -2.93K
Decreased by -0.08%
Sep 30, 23
3 Capital Group World Growth & Inc Cmp 3.85M (2.53%) -2.93K
Decreased by -0.08%
Sep 30, 23
4 AF High Growth (AFRIS) 2.13M (1.40%) 2.13M
Increased by +100.00%
Feb 29, 24
5 Vanguard Total Intl Stock Index Inv 2.11M (1.39%) -44.37K
Decreased by -2.10%
Mar 31, 24
6 Vanguard Developed Markets Index Admiral 1.27M (0.84%) -19.15K
Decreased by -1.50%
Mar 31, 24
7 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.02M (0.67%) -17.79K
Decreased by -1.74%
Mar 31, 24
8 CSIF (CH) Equity Swtzl Tt Mrkt B DB 997.10K (0.65%) 4.08K
Increased by +0.41%
Mar 31, 24
9 Global Balanced (AFRIS) 978.82K (0.64%) 978.82K
Increased by +100.00%
Feb 29, 24
10 iShares Core MSCI EAFE ETF 964.36K (0.63%) 0.00
Increased by 0.00%
Mar 28, 24
11 Pictet CH Swiss Mid Small Cap P dy CHF 723.22K (0.47%) -52.02K
Decreased by -7.19%
Feb 29, 24
12 JSS Sustain Equity SaraSelect P CHF dist 690.46K (0.45%) 0.00
Increased by 0.00%
Jan 31, 24
13 AB Low Volatility Eq S1 USD 669.22K (0.44%) 0.00
Increased by 0.00%
Feb 29, 24
14 EAFE Equity Index Fund F 657.62K (0.43%) 13.72K
Increased by +2.09%
Mar 31, 24
15 CSIF (CH) Equity Swtzl Tt Mrkt ESG B QB 635.80K (0.42%) 9.12K
Increased by +1.43%
Mar 31, 24
16 Xtrackers S&P 500 Swap ETF 1C 564.00K (0.37%) 342.46K
Increased by +60.72%
Jan 31, 24
17 SWC (CH) IEF Switzerland Ttl Resp GT CHF 547.98K (0.36%) -2.58K
Decreased by -0.47%
Feb 29, 24
18 iShares MSCI EAFE ETF 515.39K (0.34%) 4.20K
Increased by +0.82%
Mar 28, 24
19 UBS (CH) IF Eqs Switz Pasv All II I-B 502.23K (0.33%) -8.93K
Decreased by -1.78%
Dec 31, 23
20 UBS (CH) IF Eqs Switz Pass All I-B 490.30K (0.32%) 1.64K
Increased by +0.33%
Dec 31, 23