Vontobel Holding NV acquires 3,

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Vontobel Holding AG recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

GOTTHARDSTRASSE 43 ZURICH, V8 CH-8022

According to the latest 13F report, the guru’s stock portfolio contained 1016 stocks valued at a total of $9.25 billion. The main stocks were TSM (5.03%), UBS (4.33%) and MSFT (4.13%).

According to data from GuruFocus, these were Vontobel Holding SA’s top five deals of the quarter.

Microsoft Corp.

Vontobel Holding NV reduced its investment in NAS:MSFT by 410,337 shares. The transaction had an impact of 1.11% on the equity portfolio. During the quarter, the stock traded at an average price of $271.99.

On 7/27/2022, Microsoft Corp traded at a price of $264.96 per share and a market capitalization of $1,952.78 billion. The stock has returned -8.03% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Microsoft Corp has a price/earnings ratio of 27.25, a price/book ratio of 11.99, a price/earnings/growth (PEG) ratio of 1.29, an EV/Ebitda ratio of 19.37 and a price-to-sales ratio of 10.25.

The GF price/value ratio is 0.82, giving the stock a GF value rank of 7.

NetEase Inc

Vontobel Holding NV reduced its investment in NAS:NTES by 1,225,505 shares. The transaction had an impact of 0.97% on the equity portfolio. During the quarter, the stock traded at an average price of $95.08.

On 7/27/2022, NetEase Inc traded at a price of $95.13 per share and a market capitalization of $61.96 billion. The stock has returned 6.85% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, NetEase Inc has a price/earnings ratio of 23.92, a price/book ratio of 4.02, a price/earnings/growth (PEG) ratio of 2.28, an EV/Ebitda ratio of 15.98 and a price-to-sales ratio of 4.45.

The GF price/value ratio is 0.81, giving the stock a GF value rank of 9.

Alcon inc.

During the quarter, Vontobel Holding NV purchased 747,730 shares of NYSE:ALC for a total holding of 3,763,143. The transaction had an impact of 0.56% on the equity portfolio. During the quarter, the stock traded at an average price of $73.06.

On 7/27/2022, Alcon Inc traded at a price of $75.13 per share and a market capitalization of $36.39 billion. The stock has returned 6.40% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Alcon Inc has a price/earnings ratio of 83.91, a price/book ratio of 1.94, a price/earnings/growth (PEG) ratio of 44.16, an EV/Ebitda ratio of 23.05 and a price-to-sales ratio of 4.54.

The GF price/value ratio is 1.00, giving the stock a GF value rank of 5.

PepsiCo Inc

During the quarter, Vontobel Holding SA purchased 296,626 shares of NAS:PEP for a total stake of 599,529. The transaction had an impact of 0.53% on the equity portfolio. During the quarter, the stock traded at an average price of $168.33.

On 7/27/2022, PepsiCo Inc traded at a price of $170.8 per share and a market capitalization of $237.14 billion. The stock has returned 12.18% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, PepsiCo Inc has a price/earnings ratio of 25.88, a price/book ratio of 12.78, a price/earnings/growth (PEG) ratio of 6.64, an EV/Ebitda ratio of 16.24 and a price-to-sales ratio of 2.92.

The GF price-to-value ratio is 1.01, giving the stock a GF value rank of 5.

Accenture PLC

During the quarter, Vontobel Holding Ltd. purchased 160,117 shares of NYSE:ACN for a total holding of 287,052. The transaction had an impact of 0.49% on the equity portfolio. During the quarter, the stock traded at an average price of $301.06.

On 7/27/2022, Accenture PLC traded at a price of $290.97 per share and a market capitalization of $180.39 billion. The stock has returned -9.38% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Accenture PLC has a price/earnings ratio of 27.66, a price/book ratio of 8.43, a price/earnings/growth (PEG) ratio of 2.43, an EV/Ebitda ratio of 16.17 and a price-to-sales ratio of 3.08.

The GF price/value ratio is 0.87, giving the stock a GF value rank of 7.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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