Vontobel Holding
SPG icon

Vontobel Holding’s Simon Property Group SPG Stock Holding History

Vontobel Holding’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Buy
8,117
+2,547
+46% +$486K 0.01% 572
2025
Q4 		$1.03M Buy
5,570
+3,212
+136% +$584K ﹤0.01% 745
2025
Q3 		$443K Buy
2,358
+789
+50% +$136K ﹤0.01% 987
2025
Q2 		$252K Buy
+1,569
New +$248K ﹤0.01% 1105
2024
Q4 		– Sell
-1,836
Closed -$310K – 1167
2024
Q3 		$310K Buy
+1,836
New +$291K ﹤0.01% 907

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Holding's SPG Position: Q1 2026 in Review

Vontobel Holding increased its Simon Property Group (SPG) stake by 46% in Q1 2026, buying an estimated $486K and bringing the position to 8,117 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #572.

Vontobel Holding first reported a position in SPG in Q3 2024 and has held it in 5 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Vontobel Holding held 8,117 shares of Simon Property Group worth $1.51M as of Q1 2026.
  • Vontobel Holding bought 2,547 Simon Property Group shares in Q1 2026, an estimated $486K.
  • Simon Property Group made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #572 holding.
  • Vontobel Holding first reported a position in Simon Property Group in Q3 2024 and has held it in 5 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.