Rothschild & Co Wealth Management UK Ltd has recently filed its 13F-HR report, indicating a total of $7.17 billion in assets under management as of September 30, 2026. This filing is significant as it showcases the firm’s investment strategies and positions in various prominent companies, reflecting its growth in the wealth management sector.
The 13F-HR filing is a quarterly report that institutional investment managers are required to file with the SEC. It provides a snapshot of the investment holdings of the firm, allowing investors and analysts to gain insight into its strategies and market positions.
Background
Rothschild & Co Wealth Management UK Ltd, based in London, is a prominent player in the wealth management industry. The firm specializes in providing investment management services to clients, focusing on wealth preservation and growth. The company’s recent filings include a series of 13F-HR reports, with the latest submitted on October 20, 2026, under accession number 0001172661-26-004606.
What the Filing Says
The filing indicates that Rothschild & Co holds significant positions in various companies. Notable investments include:
- American Express Co: $857.16 million
- Berkshire Hathaway Inc: $720.80 million
- Booking Holdings Inc: $694.94 million
- Canadian Pacific Kansas City: $438.84 million
- Mastercard Incorporated: $737.50 million
The report highlights a total of 25 positions, with a combined value of $7.17 billion.
Impact
This filing may affect various stakeholders, including clients, analysts, and competitors in the wealth management industry. The reported assets under management and investment strategies could influence client decisions and market perceptions of Rothschild & Co's capabilities.
What's Next
The filing does not say what happens next.